Professional Services Automation on Salesforce
Take your services organization to the next level
With Cloud Coach’s full suite of Professional Services Automation tools, you can take your services organization to the next level. Whether you’re dealing with Fixed Price or Time and Materials deliveries, Cloud Coach helps you do more with less by maximizing the efficiency of your team.
Link Sales to Delivery
Turn your opportunities into projects
- Sales handoff is a breeze when you launch Cloud Coach projects off opportunities. Monitor your billable projects and link them back to your opportunities and accounts for profitability reporting:
- Turn opportunities into projects
- Automate project creation using templates
- Track your profitability against the sale
APPLICABLE TO ENTERPRISE & ULTIMATE TIERS
Set Your Billable Rates
By users, skills and rate cards
- Set up default billable rates by user, or create rate cards for your customers. For select projects, you can create special rate cards when you’ve agreed on a special price for a particular project:
- Control rates and costs by resource
- Create rate cards for your accounts
- Monitor real-time billables on projects and tasks
APPLICABLE TO ENTERPRISE & ULTIMATE TIERS
Assign Your Team
Based on skills and availability
- When it comes time to assign your users to a task, resource allocation couldn’t be easier. With Cloud Coach, you can allocate your resources to tasks in one easy screen.
- See all your users or filter by team, skill or more
- Color-coding to give you visibility into availability
- Drill into users to see what they are working on
APPLICABLE TO ENTERPRISE & ULTIMATE TIERS
Share Project Progress
With your clients and stakeholders
- When you’re dealing with a client-facing project, it’s important to keep your customers and internal stakeholders such as sales and customer support informed. Cloud Coach lets you:
- Share real time project status with customers
- Track internal and external project stakeholders
- Send automated alerts to stakeholders
APPLICABLE TO ENTERPRISE & ULTIMATE TIERS
Project Profitability
Actuals, estimates, margins & ROI
- See your true project profitability in real-time, and monitor your daily, weekly, or monthly status by individual project or group of projects.
- Track your costs by resource or skill-type
- Monitor your actuals vs. estimates at a glance
- Automatically populate your labor budget
APPLICABLE TO ENTERPRISE & ULTIMATE TIERS
Client Retainers
Keep track of ongoing services agreements
- Track your ongoing services agreements including client hours and spend with Cloud Coach retainers. Monitor your remaining balance and choose whether to roll over unused services or not to the next time period.
- Track hours and spend by total or skill-type
- Create weekly, monthly or one-time retainers
- Choose whether to roll-over hours and/or spend
APPLICABLE TO ENTERPRISE & ULTIMATE TIERS
Resource Utilization
How well are we using our team?
- Whether your team is doing billable work or is assigned to non-revenue generating activities, Cloud Coach captures their utilization and reports on it instantly:
- Track resource utilization in real-time
- See percentages of billable vs. bench time
- Designate work as billable or non-billable
APPLICABLE TO ENTERPRISE & ULTIMATE TIERS
Want to Learn More?
We’d be happy to provide a bespoke 1:1 demo on how Cloud Coach can benefit for your business.
