Category: Productivity

How can I get my team working on projects together?

April 14, 2017
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Chances are, you’re not working on projects alone. Whether you need a variety of skills to accomplish your project objectives, or multiple hands on deck because of a tight timeline, there are many ways you need to bring your team together to collaborate and succeed. With a project management solution, like Cloud Coach Milestones, you can: […]

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Using Project Templates to Streamline Marketing Campaigns

February 17, 2017
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One of the powerful things about Salesforce is the visibility it gives you into your prospect to customer pipeline. When your marketing team leverages campaigns to plan their efforts, you’ll start to see how the marketing activities help move prospects through your funnel. Ask any marketer and you’ll find out that a lot of work […]

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Creating Project Templates

February 10, 2017
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When you’re launching repeatable projects, nothing speeds up your day like using Project Templates in Cloud Coach. In this week’s two-minute video, the team discusses how you can turn a project into a Project Template, and how you can limit editing on that template using Salesforce Permission Sets. TRANSCRIPTION: Hello everyone, Nic from Cloud Coach […]

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Manage Your Projects in a Single View

December 9, 2016
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In this week’s two-minute use case, we take a look at two ways you can view and manage all your projects in a single view. With these single views, you can quickly see all of the projects affecting your work.

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