Cloud Coach Starter
The no-risk way to get started with Project Management on Salesforce
People differ, teams differ and projects differ. So why restrict yourself by using a project management tool that only supports one methodology? Cloud Coach lets you pick the methodology that is best for every project, be it waterfall, agile or water-scrum-fall. Even better, with Cloud Coach Starter your first 5 users are also free making it a risk-free option for you to try (don’t let the lack of price tag fool you, Starter delivers many of the features other vendors charge for!).
Create Projects
From your favorite SF records
Whether it’s an onboarding project after an opportunity closes, or tradeshow planning for a marketing campaign, Cloud Coach Starter lets you launch projects directly from your favorite Salesforce records.
- Create projects from opportunities
- Launch directly from campaigns
- Manage cases as projects
APPLICABLE TO ALL CLOUD COACH TIERS
Use Project Templates
- Create your own best-practice project templates
- Update templates with lessons-learned
- Streamline launch using Process Builder
APPLICABLE TO ALL CLOUD COACH TIERS
Your Choice
Waterfall, Agile or Water-Scrum-Fall
Whether you prefer working with a Gantt style timeline or a Kanban board, Cloud Coach Starter allows you to view your project in multiple ways. And if you have trouble making your mind up, changing between views is as simple as clicking a button.
- Traditional Gantt views give you a timeline view
- Agile boards with drag-and-drop updates
- Or view all tasks in a spreadsheet like list view
APPLICABLE TO ALL CLOUD COACH TIERS
Assign Project Tasks
You’re probably not planning on working on projects alone, so we’ve made it easy for you to assign project tasks to your team. You can even add resources to your project templates for even quicker assignment of work.
- Assign work to individual team members
- See at-a-glance which tasks are unassigned
- Use templates to speed up resource allocations
APPLICABLE TO ALL CLOUD COACH TIERS
See All Your Tasks
No matter how many projects you are working on at any one time, your ‘My Day’ view gives you a single place to see all the tasks you have assigned to you across every project. Better still, you can pick your favorite way to see your work from schedule list views.
- See what is due when with timeline views
- Drag-and-drop to updates on the Kanban board
- See a more information with the list view
APPLICABLE TO ALL CLOUD COACH TIERS
Track Time
On any Salesforce record
Capture, measure and report on the time you are spending on project delivery and more, with the most user friendly time tracking on the planet:
- Track project related time
- Track time spent on cases
- Route timesheets for approval
APPLICABLE TO ALL CLOUD COACH TIERS
Report On All Your KPIs
All your Starter project data can be accessed through the reports and dashboards in Salesforce that you already use. There’s no need to learn new skills to report on your project KPIs.
- Use our out-of-the box reports and dashboards
- Create your own custom reports
- Add project reports to Executive Dashboards
APPLICABLE TO ALL CLOUD COACH TIERS
