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Now is your time to  
 Improve Outcomes Deepen Insights Increase Efficiencies Decrease Churn Standardize Processes

Now is your time to  
 Improve Outcomes Deepen Insights Increase Efficiencies Decrease Churn Standardize Processes

Now is your time to  
 Improve Outcomes Deepen Insights Increase Efficiencies Decrease Churn Standardize Processes

Plan, execute, and iterate your most crucial delivery processes with Cloud Coach, the highest-rated Project Management & PSA solution native to Salesforce.

SCHEDULE A DEMO
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JOIN THE THOUSANDS OF COMPANIES THAT HAVE SAVED TIME & MONEY WITH CLOUD COACH

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twilio
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Built natively on Salesforce

Cloud Coach is a secure and scalable solution built on Salesforce helping organizations deliver successful projects of all shapes and sizes.

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Project Management

Cloud Coach includes a full suite of Project Management capabilities from project planning, and execution, 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.
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Professional Services Automation

With Cloud Coach’s Salesforce native PSA solution, you can forecast, track, and iterate your most important financial outcomes within your professional services organization.

  • 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.
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Portfolio Management

Cloud Coach’s portfolio and program management capabilities, coupled with the scalable infrastructure of the Salesforce platform, allow customers to manage thousands of projects across different strategic initiatives, departments, business units, and more. 

  • Portfolio & Programs - Group projects as needed for cross-project visibility and summarized reporting.
  • Demand Intake & Planning - Capture requests and plan potential projects across your existing portfolios.
  • Stage Gates - Standardize and govern your key project checkpoints to maximize your ROI.
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"Cloud Coach has empowered us to move off of different systems to streamline and optimize our customer implementation processes."
JACKSON WITHERILL
Senior Product Management Associate Athena Health
"With Cloud Coach, we can bring cross functional teams together to vet projects and make sure nothing gets missed."
JEAN FOREMAN
Director of Enterprise Activation, Hostess Brands
"One place, one system to manage all incoming initiatives, manage approvals from functional area leaders, execute projects and tasks, and report across project portfolios."
WELLSTAR HEALTH SYSTEM
Stephanie DeFeo, EPMO Lead
"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.”
Chris McLeod
Vice President, Enterprise PMO
"As a Salesforce Partner, we are able to deliver on time and on budget and track that with early warning."
NICK YARYMOVYCH
CEO, Cloudpointe
"We've gained a lot more visibility about what is actually happening with our customers during implementation."
JO TATTI
Senior Director Services, Clear Company
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Don't just take our word for it

"Cloud Coach has empowered us to move off of different systems to streamline and optimize our customer implementation processes."
JACKSON WITHERILL
JACKSON WITHERILLSenior Product Management Associate Athena Health
"With Cloud Coach, we can bring cross functional teams together to vet projects and make sure nothing gets missed."
JEAN FOREMAN
JEAN FOREMANDirector of Enterprise Activation, Hostess Brands
"One place, one system to manage all incoming initiatives, request and confirm approvals from functional area leaders, execute projects and tasks, and report across project portfolios."
Stephanie DeFeo
Stephanie DeFeoEPMO Lead, WELLSTAR HEALTH SYSTEM
"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.”
Chris McLeod
Chris McLeodVice President, Enterprise PMO
"As a Salesforce Partner, we are able to deliver on time and on budget and track that with early warning."
NICK YARYMOVYCH
NICK YARYMOVYCHCEO, Cloudpointe
"We've gained a lot more visibility about what is actually happening with our customers during implementation."
JO TATTI
JO TATTISenior Director Services, Clear Company
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What's Your Use Case?

What's your Use Case?

Customer Onboarding
Customer Onboarding
Athena Health
Virgin Pulse
  • Consistent customer onboarding experience
  • Increased project delivery capacity
  • Better billable utilization
  • Improved customer CSAT scores across your entire customer journey
  • Real-time resource forecasting
  • Decreased training time and costs
Find out more
Professional Services
Customer Onboarding
SS&C
Twilio
  • Increased billable utilization and profit margin
  • Real-time project billings and revenue recognition
  • Increased billable capacity
  • Decreased training time and costs
  • Better process control
  • Increased visibility for project and employee performance
Find out more
Project Management Office
Customer Onboarding
Wellstar
Hostess Brands
  • Alignment of project selection to organizational strategy
  • Increased visibility with project portfolio and employee performance
  • Improved project governance with stage gates
  • Better communication with impacted business stakeholders
  • Better process control
  • Decreased training time and costs
Find out more
Any Project Process
Customer Onboarding
McCormick
AmerisourceBergen
  • Flexible for any project process
  • Consolidated systems
  • Trusted Infrastructure
  • Best of Breed UI
  • Seamless integration with Salesforce
  • Economies of scale
  • Consolidated IT support
  • Salesforce & Tableau reporting
Find out more
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Curious about pricing?

Cloud Coach’s pricing model depends on a few factors specific to your team, so we’ll need to get in touch to give you an accurate quote. Please fill out the form, and we’ll be in touch with a pricing breakdown. 

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Love for Cloud Coach

Average rating on
Salesforce AppExchange

4.8/5

Quote 14

Cloud Coach gives us insights into our projects like never before. We couldn’t imagine another tool.

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Average rating on
G2

4.7/5
G2 High Performer
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Want to see Cloud Coach in action?

In less than an hour, let us show you why Cloud Coach is the highest-rated Customer Onboarding & PSA solution native to Salesforce. 

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Schedule a tailored demo with one of our project specialists.

  • Fill out the form below
  • 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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Thank you

A Cloud Coach advisor will be in contact by email within one working day to arrange your demo.