Cloud Coach Enterprise
Professional Services Automation and Project ROI
Cloud Coach Professional provides the tools that project managers need to plan and execute projects within their existing Salesforce system. Based on over ten years of customer-driven research, Cloud Coach Enterprise includes the most important tools that project managers depend on.
Create projects from your favorite SF records
Whether it’s a professional service project, internal development, or a marketing campaign, Cloud Coach Enterprise lets you launch projects directly from your favorite Salesforce records.
- Get a 360° of your account projects
- Launch projects based on business processes
- Integrate with custom or standard Salesforce objects
Launch quickly with project templates
Don’t start every project from scratch. Use your own best-practice project templates to launch new projects quickly. You can even automate project creation from templates using Process Builder and your own business needs.
- Pre-assign resource skills to speed project kick-off
- Update templates to follow up-to-date best practices
- Use templates with Process Builder for project creation
Next Generation Gantt Charts
Cloud Coach’s next generation Gantt Charts let you become the master of your project timelines. Quickly filter down late tasks on your critical path and request status updates from the team, all from the same page.
- Manage your project from a single screen
- Use project snapshots to baseline project performance
- See the tasks impacting your timeline at-a-glance
Assign project tasks to your team based on skills
Get the right person for the task with skills-based resourcing. Split tasks across multiple team members. Add required skills or individual resources to your project templates to make task assignments even quicker.
- Monitor resource capacity and team workload
- Request resource time for future projects
- Forecast team availability for work
Track time simply and FAST
How long do your tasks actually take? Are your delivery estimations accurate?
With Cloud Coach Enterprise, you can take the hassle out of time tracking by easily capturing your time entries as you work, then fill in any gaps on the easiest to use timecard on the market.
- Track time on any Salesforce object, not just projects
- Enter time on forgotten tasks with Timecard Genius
- Submit time for approval through approval processes
Keep track of progress across all your projects
Leverage related lists and list views to get an instant side-by-side view of how all your progressing in a single, easy to customize view.
- Customize views by user
- See progress across multiple projects
- Quick-view charts for at-a-glance project updates
Full Project Cost Tracking
Track planned and actual labor and material costs for each project to get a full picture of project profitability. Rate cards allow you to track labor costs and ensure accurate billing for your efforts.
- Apply rates to time to measure cost of project delivery
- Easily enter multiple expenses on a single page
- Track projected versus actual expenses and costs
Runs seamlessly in Classic and Lightning interfaces
Whether you’re an early adopter of Lightning or still run in Classic, Cloud Coach Enterprise will run seamlessly in both interfaces. You don’t need to worry no matter what interface your org runs now or in the future.
- Modern layouts and interfaces for easy management
- Highly customizable to meet your business needs
- Implementation services to ensure your success