Better Project Management on Salesforce

Cloud Coach is a secure and scalable solution built on

helping organizations deliver successful projects of all shapes and sizes.

What was previously the job of three people is done by one.

Onboarding Benefits

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

Cloud Coach has enabled us to advance and scale our business.

PSA Benefits

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

Cloud Coach has replaced what previously lived in a combination of spreadsheets, ServiceNow and MS Project.

PPM Benefits

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

Tracking towards $2 million savings in people power.

PM Benefits

Improved project governance with templates
Better process control
Proactive resource planning
Fewer late running tasks
Decreased project costs
Improved employee satisfaction
Decreased training time/costs

Customer Onboarding Success

What was previously the job of three people is done by one.

Onboarding Benefits

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

Professional Services Automation

Cloud Coach has enabled us to advance and scale our business.

PSA Benefits

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

Project Portfolio Management

Cloud Coach has replaced what previously lived in a combination of spreadsheets, ServiceNow and MS Project.

PPM Benefits

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

Project Management

Tracking towards $2 million savings in people power.

PM Benefits

Improved project governance with templates
Better process control
Proactive resource planning
Fewer late running tasks
Decreased project costs
Improved employee satisfaction
Decreased training time/costs

Love For Cloud Coach

Average rating on

4.9/5

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

LYNSEY MARCHWINSKI

Average rating on

4.6/5

G2 High Performer

Helpful Resources

3 Ways to Organize Your Projects and Keep Them on Track | Milestones

3 Ways to Organize Your Projects and Keep Them on Track | Milestones

Why Salesforce is great for customer onboarding

Why Salesforce is great for customer onboarding

Top 5 Reasons to Move From Your Custom Build to an AppExchange Solution

Top 5 Reasons to Move From Your Custom Build to an AppExchange Solution

LEADING COMPANIES PARTNER WITH CLOUD COACH

Want to see Cloud Coach in action?

Cloud Coach is secure and customisable platform for successfully delivering customer projects of all shapes and sizes.