Capabilities include project timelines, resource management, and stakeholder collaboration.
Manage, track and enhance your project delivery processes efficiently.
Manage account goals, tickets, and stakeholders while gaining full customer journey insights from onboarding to renewal.
Everything you need to run your projects on Salesforce. Choose from Waterfall, Agile or Water-Scrum-Fall, track time and use repeatable project templates.
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Solutions
Capabilities include project timelines, resource management, and stakeholder collaboration.
Manage, track and enhance your project delivery processes efficiently.
Manage account goals, tickets, and stakeholders while gaining full customer journey insights from onboarding to renewal.
Everything you need to run your projects on Salesforce. Choose from Waterfall, Agile or Water-Scrum-Fall, track time and use repeatable project templates.
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Features
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Resources
VIDEO
6 ways Cloud Coach can help you manage your PSA better
In this video you’ll learn
- Turn opportunities into projects with one click
- Manage timelines the way you want
- Assign your team to work on the project
- Share project documents with the team
- Recognize revenue & track team utilization
- Move seamlessly from project to project
