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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.
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.
Run your Customer Onboarding Projects, Professional Services Automation and Customer Success processes, right within Salesforce.
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.
“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”
“Customer success and satisfaction is the driving force behind everything we do.”
“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.”
Let us show you why Cloud Coach is the highest-rated Customer Onboarding, PSA and Success solution native to Salesforce.