Cloud Coach Professional
Essential Project Management for Any Business
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 Professional includes the most important tools project managers depend on.
Create projects from your favorite SF records
Whether your projects start when an opportunity closes or you decide to launch a new marketing campaign, Cloud Coach Professional makes it easy to launch projects directly from your favorite Salesforce records.
- Use Process Builder to automatically create projects
- Connect to any standard or custom Salesforce object
- Increase project visibility with related lists
Use project templates to follow best practices
Most businesses run the same types of projects over and over – like customer onboarding projects. With project templates, you can be sure that your best practices are followed each time. Combine templates with Process Builder to automatically create projects based on your business needs.
- Improve delivery with best-practice templates
- Create up to 25 project templates for your business
- Leverage processes to pick the right template every time
See your projects in the view that works for you
Waterfall or Agile? With Cloud Coach Professional, you can view your project in multiple ways including a Gantt style timeline or a Kanban board. And if you have trouble making your mind up, changing between views is as simple as clicking a button.
- Modern Gantt charts to manage your project timeline
- Update task status with drag-and-drop Kanban boards
- Prefer to-do lists? Cloud Coach Professional has that too
Assign project tasks to your team
No matter how many projects you are working on at any one time, your ‘Task Assignments’ view gives you a single place to see all your project work.Better still, you can pick your favorite way to see your work from timeline, board or list views.
- See tasks from all projects in a single view
- Use Gantt, kanban or list views
- Personal views for each team member
Keep track of progress across all your projects
Managing multiple projects? With simple list views, you can visualize how all of your projects are progressing on a single screen.
- Easily customize views using Salesforce list views
- Take quick action with management panels
- Custom views for each user
And report on all your KPI’s
Track your important project data, including tracked time, with your business data through the Salesforce reports and dashboards you already use. There’s no need to learn new skills to report on your project KPIs.
- Use out-of-the box reports and dashboards from day 1
- Integrate project reports with your business dashboards
- Leverage Salesforce reporting functionality
Runs seamlessly in Classic and Lightning interfaces
Already using Lightning, or still in Salesforce Classic? Cloud Coach Professional runs seamlessly in both interfaces. You don’t need to worry about your adoption timeline – your project management solution is ready to transition with you.
- Single-page project management for most activities
- Easy to implement and install
- Works for your entire organization*
*Some limits apply.