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Insights and strategies to help you deliver projects, services, and customer success at scale.

FEATURED Cloud Coach Acquires JustOn to Strengthen Salesforce-Native Financial Automation

Cloud Coach Acquires JustOn to Strengthen Salesforce-Native Financial Automation

Cloud Coach

19 Sep 2025 5 min read
5 Reasons You Should Run Your Customer Success on Salesforce

5 Reasons You Should Run Your Customer Success on Salesforce

Cloud Coach

21 Jan 2025 6 min read
Why Poor Time Tracking Is Costing You Billable Revenue

Why Poor Time Tracking Is Costing You Billable Revenue

Dylan Porteous

3 Dec 2024 8 min read
Cloud Coach Acquires JustOn to Strengthen Salesforce-Native Financial Automation

Cloud Coach Acquires JustOn to Strengthen Salesforce-Native Financial Automation

Cloud Coach

19 Sep 2025 5 min read
Unleashing the Power of AI: Revolutionizing Customer Success Teams

Unleashing the Power of AI: Revolutionizing Customer Success Teams

Cloud Coach

20 Jun 2023 7 min read
5 Reasons You Should Run Your Customer Success on Salesforce

5 Reasons You Should Run Your Customer Success on Salesforce

Cloud Coach

21 Jan 2025 6 min read
Why Poor Time Tracking Is Costing You Billable Revenue

Why Poor Time Tracking Is Costing You Billable Revenue

Dylan Porteous

3 Dec 2024 8 min read
Resource Utilization: How Small Changes Make a Big Revenue Impact

Resource Utilization: How Small Changes Make a Big Revenue Impact

Jordan Hammond

28 Nov 2024 8 min read
Why Your Professional Services Forecasts Are Failing and How They’re Impacting Your Profitability

Why Your Professional Services Forecasts Are Failing and How They’re Impacting Your Profitability

Frank Nardi

20 Nov 2024 9 min read
How Project Overruns Impact your Bottom Line — and How Cloud Coach is Closing the Revenue Leak

How Project Overruns Impact your Bottom Line — and How Cloud Coach is Closing the Revenue Leak

Cloud Coach

14 Nov 2024 8 min read
Integrating Cloud Coach and Jira for Optimized Project Management

Integrating Cloud Coach and Jira for Optimized Project Management

Cloud Coach

4 Nov 2024 6 min read
51 Statistics You Need to Know: The State of SaaS Onboarding and Implementation

51 Statistics You Need to Know: The State of SaaS Onboarding and Implementation

Cloud Coach

7 Nov 2024 10 min read
Cloud Coach Appoints Frank Nardi as CEO to Drive Innovation and Growth

Cloud Coach Appoints Frank Nardi as CEO to Drive Innovation and Growth

Cloud Coach

2 Oct 2024 4 min read
Cloud Coach launches Customer Success Capabilities for Salesforce

Cloud Coach launches Customer Success Capabilities for Salesforce

Cloud Coach

23 Apr 2024 3 min read
Feature of the Month: Scenario Planning

Feature of the Month: Scenario Planning

Cloud Coach

28 Mar 2024 3 min read
Feature of the Month: External Collaboration

Feature of the Month: External Collaboration

Jacob Huisingh

28 Feb 2024 3 min read
Professional Services Consultant: How Cloud Coach Uses Cloud Coach

Professional Services Consultant: How Cloud Coach Uses Cloud Coach

Jacob Huisingh

14 Dec 2023 10 min read
Professional Services and Customer Success: How Cloud Coach uses Cloud Coach

Professional Services and Customer Success: How Cloud Coach uses Cloud Coach

Jordan Hammond

3 Oct 2023 16 min read
Manager of Technical Support: How Cloud Coach Uses Cloud Coach

Manager of Technical Support: How Cloud Coach Uses Cloud Coach

Ivan Cruz

19 Mar 2024 8 min read
Customer Success Team Lead: How Cloud Coach Uses Cloud Coach

Customer Success Team Lead: How Cloud Coach Uses Cloud Coach

Megan Killeen

15 Feb 2024 10 min read
Driving Customer Success: Key Metrics for Optimal Performance

Driving Customer Success: Key Metrics for Optimal Performance

Megan Killeen

4 Jul 2023 7 min read
Maximizing Project Performance in Professional Services: Strategies for Project Managers

Maximizing Project Performance in Professional Services: Strategies for Project Managers

Jordan Hammond

30 Jun 2023 6 min read
3 Changes to Make to your PSA Process for Immediate Results

3 Changes to Make to your PSA Process for Immediate Results

Jordan Hammond

10 Feb 2023 12 min read
Why Project Efficiency is More Important Now Than Ever

Why Project Efficiency is More Important Now Than Ever

Cloud Coach

17 Mar 2023 10 min read
Onboarding Customer Success Managers: The Definitive Guide

Onboarding Customer Success Managers: The Definitive Guide

Cloud Coach

25 Nov 2022 14 min read
Cloud Coach partners with Main Capital to support continued growth

Cloud Coach partners with Main Capital to support continued growth

Cloud Coach

5 Jun 2023 3 min read
How to Best Collaborate with Customers During Implementation

How to Best Collaborate with Customers During Implementation

Cloud Coach

17 Jan 2023 10 min read
How to Create the Perfect Handoff from Sales to Customer Success

How to Create the Perfect Handoff from Sales to Customer Success

Cloud Coach

11 Nov 2022 14 min read
Cloud Coach Tips & Tricks: Utilizing Field Sets to Enhance Your Project UI

Cloud Coach Tips & Tricks: Utilizing Field Sets to Enhance Your Project UI

Cloud Coach

20 Oct 2022 7 min read
Work Breakdown Structure (WBS) in Project Management

Work Breakdown Structure (WBS) in Project Management

Cloud Coach

14 Oct 2022 7 min read
Dashboards in Salesforce for Project Management

Dashboards in Salesforce for Project Management

Cloud Coach

7 Oct 2022 10 min read
Record Types and Page Layouts in Salesforce

Record Types and Page Layouts in Salesforce

Cloud Coach

30 Sep 2022 7 min read
Cloud Coach appoints Heather Cooper as new CEO

Cloud Coach appoints Heather Cooper as new CEO

Cloud Coach

21 Jul 2022 3 min read
Cloud Coach launches Water-Scrum-Fall capabilities for Salesforce

Cloud Coach launches Water-Scrum-Fall capabilities for Salesforce

Cloud Coach

18 May 2022 3 min read
Case Study: How Cloud Coach replaced spreadsheets, ServiceNow, Sharepoint, MS Project and Outlook at Wellstar

Case Study: How Cloud Coach replaced spreadsheets, ServiceNow, Sharepoint, MS Project and Outlook at Wellstar

Cloud Coach

2 Mar 2022 6 min read
What you need to know about becoming a Salesforce Administrator

What you need to know about becoming a Salesforce Administrator

Cloud Coach

24 Jan 2022 3 min read
Is Agile the Future of Project Management?

Is Agile the Future of Project Management?

Cloud Coach

17 Nov 2021 12 min read
Kanban Boards vs Gantt Charts: What to use?

Kanban Boards vs Gantt Charts: What to use?

Cloud Coach

11 Oct 2021 12 min read
A Guide to Water-Scrum-Fall Project Management

A Guide to Water-Scrum-Fall Project Management

Cloud Coach

7 Oct 2021 10 min read
Using Salesforce Kanban Boards for Project Management

Using Salesforce Kanban Boards for Project Management

Cloud Coach

6 Oct 2021 10 min read
Using Gantt Charts for Project Management in Salesforce

Using Gantt Charts for Project Management in Salesforce

Cloud Coach

28 Sep 2021 7 min read
Salesforce CPQ for Professional Services Automation

Salesforce CPQ for Professional Services Automation

Cloud Coach

27 Sep 2021 9 min read
What are Salesforce Milestones?

What are Salesforce Milestones?

Cloud Coach

24 Sep 2021 6 min read
How to create Reports in Salesforce

How to create Reports in Salesforce

Cloud Coach

21 Sep 2021 10 min read
Salesforce List Views for Project Management

Salesforce List Views for Project Management

Cloud Coach

6 Aug 2021 9 min read
Talking Stage-Gates with Hostess Brands

Talking Stage-Gates with Hostess Brands

Cloud Coach

16 Sep 2021 14 min read
Process Builder vs Flows: navigating Salesforce automation

Process Builder vs Flows: navigating Salesforce automation

Cloud Coach

19 May 2021 7 min read
6 Cloud Coach features that will help you onboard customers faster on Salesforce

6 Cloud Coach features that will help you onboard customers faster on Salesforce

Cloud Coach

10 Apr 2021 8 min read
Choosing the right Salesforce-native project management app

Choosing the right Salesforce-native project management app

Cloud Coach

10 Feb 2021 5 min read
Cloud Coach… going downhill fast

Cloud Coach… going downhill fast

Cloud Coach

3 Mar 2021 2 min read
The stage gate process: a project management guide

The stage gate process: a project management guide

Cloud Coach

20 Feb 2021 11 min read
A perfect match: wedding planning with Cloud Coach

A perfect match: wedding planning with Cloud Coach

Cloud Coach

20 Jan 2021 3 min read
Cloud Coach named Enterprise Project Management Software Provider of the Year

Cloud Coach named Enterprise Project Management Software Provider of the Year

Cloud Coach

11 Jan 2021 2 min read
What are risks?

What are risks?

Cloud Coach

19 Jul 2020 4 min read
What is a Baseline?

What is a Baseline?

Cloud Coach

4 May 2020 4 min read
What is Kanban Project Management

What is Kanban Project Management

Cloud Coach

13 Apr 2020 8 min read
What is WBS?

What is WBS?

Cloud Coach

14 Mar 2020 4 min read
Selecting a Project Management Methodology

Selecting a Project Management Methodology

Cloud Coach

6 Feb 2020 6 min read
What is Waterfall Project Management?

What is Waterfall Project Management?

Cloud Coach

23 Jan 2020 5 min read
What is a Dependency?

What is a Dependency?

Cloud Coach

27 Nov 2019 5 min read
What is WAgile Project Management?

What is WAgile Project Management?

Cloud Coach

30 Oct 2019 8 min read
What is Agile Project Management?

What is Agile Project Management?

Cloud Coach

23 Oct 2019 6 min read
How can I set rates and costs for a particular skill?

How can I set rates and costs for a particular skill?

Cloud Coach

19 Jun 2017 5 min read
What are the different ways that I can look at my Milestones project?

What are the different ways that I can look at my Milestones project?

Cloud Coach

4 Jun 2017 3 min read
How to automate project creation

How to automate project creation

Cloud Coach

2 Jun 2017 6 min read

Can I track expenses on a project?

Cloud Coach

26 May 2017 4 min read
Tracking a Key Stakeholder on your Milestones Project

Tracking a Key Stakeholder on your Milestones Project

Cloud Coach

25 May 2017 3 min read
How can I get a departmental view of our projects?

How can I get a departmental view of our projects?

Cloud Coach

12 May 2017 7 min read

How Can I Track Project Changes?

Cloud Coach

7 May 2017 6 min read
How can I get email notifications about new tasks?

How can I get email notifications about new tasks?

Cloud Coach

5 May 2017 3 min read

Can I Use Project Charters?

Cloud Coach

30 Apr 2017 6 min read
How can I keep track of my Salesforce maintenance projects?

How can I keep track of my Salesforce maintenance projects?

Cloud Coach

28 Apr 2017 4 min read
How can I improve my customer onboarding?

How can I improve my customer onboarding?

Cloud Coach

21 Apr 2017 5 min read

Where can I see all the project details for a client?

Cloud Coach

21 Apr 2017 5 min read

Can I get a Portfolio View of my Projects?

Cloud Coach

14 Apr 2017 4 min read
How can I get my team working on projects together?

How can I get my team working on projects together?

Cloud Coach

14 Apr 2017 5 min read

Where can we see KPIs on our department’s projects?

Cloud Coach

10 Apr 2017 4 min read

Can we customize projects like we do leads or opportunities?

Cloud Coach

31 Mar 2017 4 min read

How to Launch a Project from RemedyForce

Cloud Coach

17 Mar 2017 4 min read
Use Task Health to Keep Projects on Track

Use Task Health to Keep Projects on Track

Cloud Coach

17 Mar 2017 3 min read

How Can I Group My Projects Together?

Cloud Coach

13 Mar 2017 4 min read
Launching Projects from Salesforce Cases

Launching Projects from Salesforce Cases

Cloud Coach

10 Mar 2017 3 min read
Using Project Templates to Streamline Marketing Campaigns

Using Project Templates to Streamline Marketing Campaigns

Cloud Coach

17 Feb 2017 3 min read

Flagging an Issue on a Project

Cloud Coach

17 Feb 2017 4 min read

Creating Project Templates

Cloud Coach

10 Feb 2017 6 min read
Setting Up Rates for Your Cloud Coach Users

Setting Up Rates for Your Cloud Coach Users

Cloud Coach

3 Feb 2017 5 min read
Which Leadership Style Drives Your Projects?

Which Leadership Style Drives Your Projects?

Cloud Coach

20 Jan 2017 5 min read
Capturing a Risk Against a Project

Capturing a Risk Against a Project

Cloud Coach

20 Jan 2017 6 min read
Identifying Late Projects

Identifying Late Projects

Cloud Coach

16 Jan 2017 5 min read
How to Automate Project Creation

How to Automate Project Creation

Cloud Coach

30 Dec 2016 5 min read
More Successful Projects through Emotional Intelligence

More Successful Projects through Emotional Intelligence

Cloud Coach

30 Dec 2016 5 min read
Baselining your Projects Using Snapshots

Baselining your Projects Using Snapshots

Cloud Coach

12 Dec 2016 5 min read
Manage Your Projects in a Single View

Manage Your Projects in a Single View

Cloud Coach

9 Dec 2016 5 min read
Four Modern Methodologies to Reduce Project Management Stress

Four Modern Methodologies to Reduce Project Management Stress

Cloud Coach

9 Dec 2016 4 min read
7 Steps to Avoid Project Failure with a Project Pre-Mortem

7 Steps to Avoid Project Failure with a Project Pre-Mortem

Cloud Coach

2 Dec 2016 4 min read
Linking Your Shared Documents to Projects

Linking Your Shared Documents to Projects

Cloud Coach

2 Dec 2016 5 min read
PM: Project Manager or Profit Manager?

PM: Project Manager or Profit Manager?

Cloud Coach

23 Nov 2016 2 min read
Align Projects to Business Strategy

Align Projects to Business Strategy

Cloud Coach

16 Nov 2016 4 min read
4 Steps to Implementing Project Portfolio Management [Infographic]

4 Steps to Implementing Project Portfolio Management [Infographic]

Cloud Coach

21 Oct 2016 1 min read

Creating a Financial Reporting Button for your Investments

Cloud Coach

17 Oct 2016 7 min read
Measuring Performance in Professional Service Organizations

Measuring Performance in Professional Service Organizations

Cloud Coach

14 Oct 2016 6 min read

Automating Project Creation

Cloud Coach

7 Oct 2016 6 min read

Defining a Customer Onboarding Process [Infographic]

Cloud Coach

4 Oct 2016 1 min read
Monitoring Project Trends with Salesforce Reporting Snapshots

Monitoring Project Trends with Salesforce Reporting Snapshots

Cloud Coach

26 Sep 2016 11 min read
Reduce Customer Churn with a Better Onboarding Process

Reduce Customer Churn with a Better Onboarding Process

Cloud Coach

20 Sep 2016 7 min read
Using Formula Fields to Calculate Earned Value on Projects

Using Formula Fields to Calculate Earned Value on Projects

Cloud Coach

16 Sep 2016 14 min read
5 Reasons Your Customer Onboarding Should be Handled as a Project

5 Reasons Your Customer Onboarding Should be Handled as a Project

Cloud Coach

16 Sep 2016 5 min read
Strategic Goals and Investments with Cloud Coach PPM

Strategic Goals and Investments with Cloud Coach PPM

Cloud Coach

11 Sep 2016 9 min read
The Role of Project Management in Change Management

The Role of Project Management in Change Management

Cloud Coach

11 Sep 2016 4 min read
The Essentials of Project Risk Management

The Essentials of Project Risk Management

Cloud Coach

26 Aug 2016 7 min read

Managing Changes, Issues and Risks to your Projects

Cloud Coach

26 Aug 2016 5 min read
6 Steps to Get Your Project Back on Track

6 Steps to Get Your Project Back on Track

Cloud Coach

19 Aug 2016 4 min read
Using Rates to Manage Your Billable Projects

Using Rates to Manage Your Billable Projects

Cloud Coach

5 Aug 2016 10 min read
The Role of Rates and Time in Project Profitability

The Role of Rates and Time in Project Profitability

Cloud Coach

4 Aug 2016 6 min read
Project Management Reporting Beyond Percentage Complete

Project Management Reporting Beyond Percentage Complete

Cloud Coach

21 Jul 2016 5 min read
Track Project Expenses with Salesforce Reports

Track Project Expenses with Salesforce Reports

Cloud Coach

20 Jul 2016 13 min read

Leveraging Approval Processes for Change Requests

Cloud Coach

15 Jul 2016 13 min read
Launching Projects from Service Cloud Cases

Launching Projects from Service Cloud Cases

Cloud Coach

11 Jul 2016 8 min read
Better Case Management with Cloud Coach

Better Case Management with Cloud Coach

Cloud Coach

7 Jul 2016 4 min read
How CIOs Can Use Soft Skills to Align Effort with Business Strategy

How CIOs Can Use Soft Skills to Align Effort with Business Strategy

Cloud Coach

24 Jun 2016 5 min read
Managing Project Issues

Managing Project Issues

Cloud Coach

13 Jun 2016 8 min read
Defining Project Scope

Defining Project Scope

Cloud Coach

9 Jun 2016 6 min read
Best Practices in Project Execution

Best Practices in Project Execution

Cloud Coach

24 May 2016 6 min read

Managing Your IT Project Funnel

Cloud Coach

21 Apr 2016 3 min read

The High Cost of Project Failure

Cloud Coach

13 Apr 2016 4 min read

Manage Scope Creep

Cloud Coach

21 Mar 2016 8 min read

Automatically Create a Meeting Based on Project Health

Cloud Coach

24 Feb 2016 6 min read

Automatically Create A New Project Kickoff Meeting

Cloud Coach

17 Feb 2016 6 min read

Focus on Strategy over Projects – The Growth of PPM

Cloud Coach

22 Jan 2016 6 min read

Using Process Builder to Alert Project Managers of Task Health Changes

Cloud Coach

5 Jan 2016 5 min read

Project Management Equilibrium

Cloud Coach

17 Dec 2015 6 min read

Automate Project Tracking with Salesforce Scheduled Reports

Cloud Coach

9 Dec 2015 10 min read

Manage Project Security with Page Layouts and Field-Level Security

Cloud Coach

2 Dec 2015 10 min read
Using Cloud Coach Project Templates

Using Cloud Coach Project Templates

Cloud Coach

24 Nov 2015 5 min read
Improve Project Communication with Cloud Coach

Improve Project Communication with Cloud Coach

Cloud Coach

28 Oct 2015 4 min read
10 Reasons Your PSA Solution Should Be Built On Salesforce

10 Reasons Your PSA Solution Should Be Built On Salesforce

Cloud Coach

21 Oct 2015 5 min read

Project Meetings Made Easy

Cloud Coach

14 Oct 2015 3 min read

The Role of Gantt Charts in Project Management

Cloud Coach

5 Oct 2015 4 min read
Tracking Time on Your Projects and Tasks

Tracking Time on Your Projects and Tasks

Cloud Coach

25 Sep 2015 7 min read
Do you need Professional Services Automation (PSA)?

Do you need Professional Services Automation (PSA)?

Cloud Coach

17 Sep 2015 4 min read

Easily Standardize Project Communications Using Salesforce Email Templates

Cloud Coach

16 Sep 2015 13 min read
Finding a Solution for Project Management on the Salesforce Platform

Finding a Solution for Project Management on the Salesforce Platform

Cloud Coach

11 Sep 2015 3 min read
Manage Changes to Your Projects with Field History

Manage Changes to Your Projects with Field History

Cloud Coach

9 Sep 2015 7 min read

Customize Your Cloud Coach with New Fields

Cloud Coach

19 Aug 2015 11 min read

Using Cloud Coach for IT Project Management with BMC Remedyforce

Cloud Coach

13 Aug 2015 1 min read

Dig into Cloud Coach Project Details with Matrix Reports

Cloud Coach

11 Aug 2015 8 min read

Manage Client Retainers

Cloud Coach

5 Aug 2015 4 min read

Building Salesforce Dashboards to Visualize Your Project Data

Cloud Coach

29 Jul 2015 11 min read

Project Reporting in Cloud Coach

Cloud Coach

27 Jul 2015 3 min read

Creating Salesforce Reports Using Your Cloud Coach Objects

Cloud Coach

22 Jul 2015 8 min read

Tracking Your Project Status Updates

Cloud Coach

13 Jul 2015 5 min read
Client Rate Cards in Cloud Coach

Client Rate Cards in Cloud Coach

Cloud Coach

10 Jul 2015 5 min read
Make Your Project Work for You – Workflows

Make Your Project Work for You – Workflows

Cloud Coach

8 Jul 2015 10 min read

Monitoring Your Project Costs, Rates, and Utilization in Cloud Coach

Cloud Coach

29 Jun 2015 5 min read

Project Resourcing in Cloud Coach

Cloud Coach

22 Jun 2015 5 min read

Using Cloud Coach Project Structure

Cloud Coach

15 Jun 2015 4 min read

Creating a Project from Remedyforce

Cloud Coach

8 Jun 2015 2 min read

Benefits of the Salesforce Shared Platform for your ITSM and Project Management Solution

Cloud Coach

1 Jun 2015 3 min read
Effective Project Management

Effective Project Management

Cloud Coach

9 Feb 2015 1 min read

3 Elements of Successful Project Delivery

Cloud Coach

1 Feb 2015 3 min read
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Users Most Likely To Recommend

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