One tool for your key post-sale processes

Run your Customer Onboarding Projects, Professional Services Automation and Customer Success processes, right within Salesforce.

5-star Salesforce Appex G2 Five Star
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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.

“Another value of Cloud Coach is our ability to track Time-to-Value, from the start to the end of the project”

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Project Health Onboarding

“We’ve seen a reduction of 3,400 hours annually across our workforce on entering time alone”

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Team Member Utilization

Professional Services Automation

Maximize the profitability and utilization of your services team with forecasting, tracking and insights into your most important financial outcomes.

Customer Success

Drive a higher NRR by centralizing your success planning and customer health metrics in one place.

“Customer success and satisfaction is the driving force behind everything we do.”

Cloud Coach Customer Onboarding
Health Score

Don't just take our word for it

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“One place, one system to manage all incoming initiatives, manage approvals from functional area leaders, execute projects and tasks, and report across project portfolios.”​

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“Cloud Coach has empowered us to move off of different systems to streamline and optimize our customer implementation processes.”

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“With Cloud Coach, we can bring cross functional teams together to vet projects and make sure nothing gets missed.”

Net Health

“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.”

SS&C

“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. “

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“We are able to automate project plans and free up others groups, so they are able to concentrate on other complex things for Fidelity.”

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.

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Trusted on G2 and Salesforce Appexchange

ProfessionalServicesAutomation HighPerformer HighPerformer
ProfessionalServicesAutomation HighPerformer Mid Market HighPerformer
ProjectandPortfolioManagement HighPerformer Enterprise HighPerformer
ProjectandPortfolioManagement MomentumLeader Leader
Project,Portfolio&ProgramManagement Leader Leader
ProjectandPortfolioManagement BestSupport Enterprise QualityOfSupport
ProfessionalServicesAutomation HighPerformer Americas HighPerformer
ProfessionalServicesAutomation HighPerformer Mid Market Americas HighPerformer

Schedule a tailored demo with one of our project specialists.

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  • Our team will reach out within 24 hours to discuss your unique requirements
  • We’ll schedule a 1:1 demo with one of our product specialists  
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A Cloud Coach advisor will be in contact by email within one working day to arrange your demo.