Cloud Coach Team
The tactical solution for growing businesses looking for project success
Cloud Coach Team builds upon & adds to the great capabilities that you get with our always FREE Fundamentals tier, putting you in the driver’s seat to Project Success.
Organize
Projects into phased deliverables
As the needs of your business grow, it’s natural to want to create larger projects and organize them into grouped deliveries along the way. Introduced with our Team tier ‘Phases’ allow you to
- Organize tasks into groups of work
- Plan and visualize phased delivery
- Use phases to track milestones
Available in Cloud Coach Team Tier & Above
Meet Better
And save yourself time
Bring visibility & clarity to your projects, by planning and capturing your meeting minutes and action items from right within Cloud Coach. Using meeting templates to follow best practices and add coaching notes to help new team members get up to speed fast:
- Automate your meeting process
- Use coaching notes to help your team
- Track action items to completion
Available in Cloud Coach Team Tier & Above
Share Information
With your customers
When your delivering client facing projects why not bring your customers into the picture with our external view and communities support you can:
- Provide a license free view of a project
- Share project updates in real time
- Share your project meeting minutes
Available in Cloud Coach Team Tier & Above
Manage
The capacity of your team
Using Fundamentals you can already assign out your project tasks to your team. Building on that in 2020 capacity based resourcing is coming for your Team users including:
- View gaps in your assignments
- See capacity across your team
- Block your users time for key projects
Available in Cloud Coach Team Tier & Above
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
Available in Cloud Coach Team Tier & Above
Want to Learn More?
We’d be happy to provide a bespoke 1:1 demo on how Cloud Coach can benefit for your business.
