Want to see Cloud Coach in action?
Let us show you why Cloud Coach is the highest-rated Customer Onboarding, PSA and Success solution native to Salesforce.
Capabilities include project timelines, resource management, and stakeholder collaboration.
Manage, track and enhance your project delivery processes efficiently.
Manage account goals, tickets, and stakeholders while gaining full customer journey insights from onboarding to renewal.
Everything you need to run your projects on Salesforce. Choose from Waterfall, Agile or Water-Scrum-Fall, track time and use repeatable project templates.
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Solutions
Capabilities include project timelines, resource management, and stakeholder collaboration.
Manage, track and enhance your project delivery processes efficiently.
Manage account goals, tickets, and stakeholders while gaining full customer journey insights from onboarding to renewal.
Everything you need to run your projects on Salesforce. Choose from Waterfall, Agile or Water-Scrum-Fall, track time and use repeatable project templates.
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Features
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Resources
One tool for your key post-sale processes
Run your Customer Onboarding Projects, Professional Services Automation and Customer Success processes, right within Salesforce.
One tool, three market-leading modules
It starts with a strong core. Built on our best-in-class project and task management solution, our modules allow you to select what adds value to your business, whether it’s delivering faster time to value for your customers, maximizing services profitability, or driving a higher NRR.
Customer Onboarding
Deliver faster time to value for your clients, leveraging best practices to shorten the time from project kickoff to close.
- Project Timelines - Manage your project schedules from key dates, milestones, and tasks.
- Resource Management - Plan, forecast, and assign resources by role, skill, location, and more.
- Collaboration - Engage and collaborate with both internal and external stakeholders across projects, meetings, and open actions.
“Another value of Cloud Coach is our ability to track Time-to-Value, from the start to the end of the project”
“We’ve seen a reduction of 3,400 hours annually across our workforce on entering time alone”
Professional Services Automation
Maximize the profitability and utilization of your services team with forecasting, tracking and insights into your most important financial outcomes.
- Revenue Recognition & Billing - Actualize revenue in real time as projects and time entry develop, no matter what your billing model is.
- Time Entry & Utilization - Accurate utilization metrics across users and departments are fed in by a flexible time entry solution your users won’t resent.
- Financial Reporting - Easily track financial KPIs such as margin, burndown, EVM, and more.
Customer Success
Drive a higher NRR by centralizing your success planning and customer health metrics in one place.
- Customer Scorecards - Gain insights into customer health with comprehensive scorecards, empowering stronger relationships and renewal anticipation.
- Account View - Monitor customer success scores with proactive alerts for improved support and retention.
- Track Project Time - Record billable work effortlessly, ensuring accurate resource utilization.
“Customer success and satisfaction is the driving force behind everything we do.”
Don't just take our word for it
“One place, one system to manage all incoming initiatives, manage approvals from functional area leaders, execute projects and tasks, and report across project portfolios.”
“Cloud Coach has empowered us to move off of different systems to streamline and optimize our customer implementation processes.”
“With Cloud Coach, we can bring cross functional teams together to vet projects and make sure nothing gets missed.”
“We’ve seen a reduction of 3,400 hours annually across our workforce on entering time alone, allowing us to redeploy those hours to work with our clients.”
“The software is great with resourcing, time tracks, and milestones. I can instantly see exactly where I am at on each project, and which tasks need addressing. “
“We are able to automate project plans and free up others groups, so they are able to concentrate on other complex things for Fidelity.”
