Cloud Coach Acquires JustOn to Strengthen Salesforce-Native Financial Automation
Unifying best-in-class project delivery and financials into one platform to keep work moving and revenue growing....
Cloud Coach Blog
5 Reasons You Should Run Your Customer Success on Salesforce
Customer Success has come a long way, evolving from a simple support function into a proactive and strategic force...
Cloud Coach
Jan 21 2025 6 min read
Why Poor Time Tracking Is Costing You Billable Revenue
In professional services, time is money. Yet, many organizations face significant revenue leakage due to untracked...
Dylan Porteous
Dec 3 2024 8 min read
Resource Utilization: How Small Changes Make a Big Revenue Impact
Billable utilization is critical for professional services organizations. It’s more than just a performance...
Jordan Hammond
Nov 28 2024 8 min read
Why Your Professional Services Forecasts Are Failing and How They’re Impacting Your Profitability
Accurate forecasting is crucial for the success of any business. It’s particularly important for...
Frank Nardi
Nov 20 2024 9 min read
How Project Overruns Impact your Bottom Line — and How Cloud Coach is Closing the Revenue Leak
Your projects are overrunning. And it’s costing your business more money than you think. The causes of overrun...
Cloud Coach
Nov 14 2024 8 min read
51 Statistics You Need to Know: The State of SaaS Onboarding and Implementation
Effective onboarding is pivotal for customer retention, product adoption, and long-term satisfaction in SaaS. Here...
Cloud Coach
Nov 7 2024 10 min read
Integrating Cloud Coach and Jira for Optimized Project Management
Are you a Cloud Coach user (or even thinking about using Cloud Coach) and wondered whether we can integrate with...
Cloud Coach
Nov 4 2024 6 min read
Cloud Coach Appoints Frank Nardi as CEO to Drive Innovation and Growth
Fort Collins, Colorado, October 2, 2024 – Cloud Coach, a leading provider of project and task management...
Cloud Coach
Oct 2 2024 4 min read
Cloud Coach launches Customer Success Capabilities for Salesforce
Manage your full Customer 360 – Onboarding, Services and Success – all from within the Salesforce...
Cloud Coach
Apr 23 2024 3 min read
Feature of the Month: Scenario Planning
Scenario planning is a strategic management tool, which is essential for professional services teams and ...
Cloud Coach
Mar 28 2024 3 min read
Manager of Technical Support: How Cloud Coach Uses Cloud Coach
My name’s Ivan and I’m the Manager of Technical Support at Cloud Coach. My role involves making sure our...
Ivan Cruz
Mar 19 2024 8 min read
Feature of the Month: External Collaboration
Navigating the intricacies of project management, whether it’s client-facing endeavors or internal IT...
Jacob Huisingh
Feb 28 2024 3 min read
Customer Success Team Lead: How Cloud Coach Uses Cloud Coach
My name’s Megan and I’m the Customer Success Team Lead at Cloud Coach. As a CSM, I try to learn as much as I...
Megan Killeen
Feb 15 2024 10 min read
Professional Services Consultant: How Cloud Coach Uses Cloud Coach
I am a Senior Professional Services Consultant at Cloud Coach. I help clients and organizations get set up with...
Jacob Huisingh
Dec 14 2023 10 min read
Professional Services and Customer Success: How Cloud Coach uses Cloud Coach
In my role, I oversee the Customer Success and Professional Services teams at Cloud Coach – so...
Jordan Hammond
Oct 3 2023 16 min read
Driving Customer Success: Key Metrics for Optimal Performance
In today’s customer-centric business landscape, customer success is increasingly taking center stage. With...
Megan Killeen
Jul 4 2023 7 min read
Maximizing Project Performance in Professional Services: Strategies for Project Managers
In the dynamic world of professional services, project managers play a vital role in delivering successful...
Jordan Hammond
Jun 30 2023 6 min read
Unleashing the Power of AI: Revolutionizing Customer Success Teams
In today’s rapidly evolving business landscape, organizations are constantly looking to find innovative ways...
Cloud Coach
Jun 20 2023 7 min read
Cloud Coach partners with Main Capital to support continued growth
Cloud Coach is pleased to announce we have officially partnered with Main Capital to fuel our next phase of growth...
Cloud Coach
Jun 5 2023 3 min read
Why Project Efficiency is More Important Now Than Ever
There’s a lot of talk right now about the ways companies can save money or simply do more with less. Everyday,...
Cloud Coach
Mar 17 2023 10 min read
3 Changes to Make to your PSA Process for Immediate Results
Services organizations face an unenviable challenge. How to deploy the right resources to optimize billable...
Jordan Hammond
Feb 10 2023 12 min read
How to Best Collaborate with Customers During Implementation
Customer onboarding is an important phase of the customer journey – arguably the most important. Why?...
Cloud Coach
Jan 17 2023 10 min read
Onboarding Customer Success Managers: The Definitive Guide
With demand outstripping the supply of talented customer success managers at the moment, simply identifying and...
Cloud Coach
Nov 25 2022 14 min read
How to Create the Perfect Handoff from Sales to Customer Success
A good start can set the tone for any journey. You jump on the train, find a quiet window seat, pop in your...
Cloud Coach
Nov 11 2022 14 min read
Cloud Coach Tips & Tricks: Utilizing Field Sets to Enhance Your Project UI
One of the many benefits of using Cloud Coach is the ability to customize your UI in order to visualize the...
Cloud Coach
Oct 20 2022 7 min read
Work Breakdown Structure (WBS) in Project Management
What is a Work Breakdown Structure (WBS)? Today a work breakdown structure is a frequently used tool in project...
Cloud Coach
Oct 14 2022 7 min read
Dashboards in Salesforce for Project Management
In project management, managing your projects in an organized manner is the key to success. Dashboards in...
Cloud Coach
Oct 7 2022 10 min read
Record Types and Page Layouts in Salesforce
In this article we will discuss two features of the Salesforce platform: record types and page layouts. In order...
Cloud Coach
Sep 30 2022 7 min read
Cloud Coach appoints Heather Cooper as new CEO
Cooper, previously COO, to take over as CEO with immediate effect Colorado, July 21, 2022 – Cloud Coach, a...
Cloud Coach
Jul 21 2022 3 min read
Cloud Coach launches Water-Scrum-Fall capabilities for Salesforce
Cloud Coach’s innovative Water-Scrum-Fall functionality blends agile and waterfall project management...
Cloud Coach
May 18 2022 3 min read
Case Study: How Cloud Coach replaced spreadsheets, ServiceNow, Sharepoint, MS Project and Outlook at Wellstar
Cloud Coach was introduced to Wellstar Health Systems Enterprise Project Management Office (EPMO) by Salesforce...
Cloud Coach
Mar 2 2022 6 min read
What you need to know about becoming a Salesforce Administrator
Are you considering becoming a Salesforce Administrator? Below we outline what you need to know, from how to...
Cloud Coach
Jan 24 2022 3 min read
Is Agile the Future of Project Management?
You may have heard the words “Agile”, “Scrum” and “Sprint” before. Maybe even the phrase “Agile will...
Cloud Coach
Nov 17 2021 12 min read
Kanban Boards vs Gantt Charts: What to use?
Depending on your business practices, your preferences as a project manager, and the types of projects you are...
Cloud Coach
Oct 11 2021 12 min read
A Guide to Water-Scrum-Fall Project Management
Water-scrum-fall. Wagile. Scrumfall. There’s a lot of terminology floating around to describe one project...
Cloud Coach
Oct 7 2021 10 min read
Using Salesforce Kanban Boards for Project Management
In an ideal world of project management, tasks start, follow a linear progression to completion, and then are...
Cloud Coach
Oct 6 2021 10 min read
Using Gantt Charts for Project Management in Salesforce
What are Gantt Charts? A Gantt chart is a visual representation of a project timeline. It shows the progression of...
Cloud Coach
Sep 28 2021 7 min read
Salesforce CPQ for Professional Services Automation
What is CPQ The term CPQ refers to “Configure, Price, Quote”. Practically speaking, it’s a category of sales...
Cloud Coach
Sep 27 2021 9 min read
What are Salesforce Milestones?
Milestones break a project into the key moments or significant completion points along the project lifecycle....
Cloud Coach
Sep 24 2021 6 min read
How to create Reports in Salesforce
There’s lots of information and data in your org, but you need to visualize trends, progress, and the...
Cloud Coach
Sep 21 2021 10 min read
Talking Stage-Gates with Hostess Brands
A stage-gate (sometimes called a phase gate) is a project management technique, ideal for large organizations with...
Cloud Coach
Sep 16 2021 14 min read
Salesforce List Views for Project Management
What are List Views in Salesforce? List Views within Salesforce give users the ability to create and, more...
Cloud Coach
Aug 6 2021 9 min read
Process Builder vs Flows: navigating Salesforce automation
Process Builder and Flows are both built using the same Salesforce feature called Lightning Flow. But what are...
Cloud Coach
May 19 2021 7 min read
6 Cloud Coach features that will help you onboard customers faster on Salesforce
Salesforce is a powerful tool for customer relationship management, but organizations can sometimes overlook how...
Cloud Coach
Apr 10 2021 8 min read
Cloud Coach… going downhill fast
In February, Cloud Coach took part in the RethinkAbility Ski Challenge 2021, at Winter Park, Colorado. The...
Cloud Coach
Mar 3 2021 2 min read
The stage gate process: a project management guide
Without the right tools, project management and project execution can be a risky, chaotic, and ultimately...
Cloud Coach
Feb 20 2021 11 min read
Choosing the right Salesforce-native project management app
If you’re thinking about running your projects on Salesforce, it can be hard to know where to start. A quick...
Cloud Coach
Feb 10 2021 5 min read
A perfect match: wedding planning with Cloud Coach
Wedding planning can be a nightmare. Lists, more lists, deadlines, more deadlines. And then a few more lists...
Cloud Coach
Jan 20 2021 3 min read
Cloud Coach named Enterprise Project Management Software Provider of the Year
We are delighted to announce that Cloud Coach has been named ‘Enterprise Project Management Software...
Cloud Coach
Jan 11 2021 2 min read
What are risks?
To borrow a concept from Heraclitus, running a project is like stepping into a river – you cannot run the...
Cloud Coach
Jul 19 2020 4 min read
What is a Baseline?
Collecting data points in a project is a simple process; users enter task data during the project and the project...
Cloud Coach
May 4 2020 4 min read
What is Kanban Project Management
Selecting a methodology that aligns with more than just the project, but the project team and the company culture...
Cloud Coach
Apr 13 2020 8 min read
What is WBS?
A Work Breakdown Structure (WBS) is the sum of the project scope – all its requirements and deliverables –...
Cloud Coach
Mar 14 2020 4 min read
Selecting a Project Management Methodology
There’s no doubt about it, choosing a project management methodology adds value to the business. There are so...
Cloud Coach
Feb 6 2020 6 min read
What is Waterfall Project Management?
Before a project can be accepted, scoped, or scheduled a methodology should be determined. The Project Management...
Cloud Coach
Jan 23 2020 5 min read
What is a Dependency?
In project management, a dependency is what we call the relationship between two tasks when action or activity on...
Cloud Coach
Nov 27 2019 5 min read
What is WAgile Project Management?
For many people, the process of editing is easier than creating. When faced with a blank canvas, how does one...
Cloud Coach
Oct 30 2019 8 min read
What is Agile Project Management?
When managing a project, methodology matters. The Project Management Institute defines a methodology as “a...
Cloud Coach
Oct 23 2019 6 min read
How can I set rates and costs for a particular skill?
With Cloud Coach PSA, users can quickly and easily set rates and costs on skill types for automatic budget...
Cloud Coach
Jun 19 2017 5 min read
What are the different ways that I can look at my Milestones project?
In most situations, saying “yes” to one thing means we have to say “no” to something else....
Cloud Coach
Jun 4 2017 3 min read
How to automate project creation
This week the Cloud Coach team discusses automating your project creation, and answers the question,...
Cloud Coach
Jun 2 2017 6 min readCan I track expenses on a project?
When you’re working on a project and need a quick way to enter your expenses, Cloud Coach has you covered....
Cloud Coach
May 26 2017 4 min read
Tracking a Key Stakeholder on your Milestones Project
Each business is unique. So are the details you need to track and see on your projects. In previous blog posts,...
Cloud Coach
May 25 2017 3 min read
How can I get a departmental view of our projects?
What good is a project management tool if you spend more time looking for your projects and tasks and chasing...
Cloud Coach
May 12 2017 7 min readHow Can I Track Project Changes?
Changes are a reality of running projects. And tracking those changes is critical for getting a full understanding...
Cloud Coach
May 7 2017 6 min read
How can I get email notifications about new tasks?
Nobody wants projects and tasks to fall behind. Get a jump start on tasks by notifying your team when tasks are...
Cloud Coach
May 5 2017 3 min readCan I Use Project Charters?
In this week’s two-minute video, the team answers the question “Can I use project charters?” by...
Cloud Coach
Apr 30 2017 6 min read
How can I keep track of my Salesforce maintenance projects?
As a busy Salesforce admin, your hands are full juggling update and change requests from across your company to...
Cloud Coach
Apr 28 2017 4 min read
How can I improve my customer onboarding?
After you’ve worked really hard to close a new customer, the last thing you want to do is drop the ball when...
Cloud Coach
Apr 21 2017 5 min readWhere can I see all the project details for a client?
In this week’s two-minute video, the Cloud Coach team explores the Project related list and answers the...
Cloud Coach
Apr 21 2017 5 min readCan I get a Portfolio View of my Projects?
This week the Cloud Coach team discusses launching the Cross-Project Gantt view from a related list, and answers...
Cloud Coach
Apr 14 2017 4 min read
How can I get my team working on projects together?
Chances are, you’re not working on projects alone. Whether you need a variety of skills to accomplish your...
Cloud Coach
Apr 14 2017 5 min readWhere can we see KPIs on our department’s projects?
This week the Cloud Coach team dives into Business Units and shows how you can link projects with departments and...
Cloud Coach
Apr 10 2017 4 min readCan we customize projects like we do leads or opportunities?
There are hundreds of ways to run projects – from simple spreadsheets and whiteboards to complex project...
Cloud Coach
Mar 31 2017 4 min readHow to Launch a Project from RemedyForce
In this week’s two-minute video, the team discusses how you can launch a Cloud Coach Project from...
Cloud Coach
Mar 17 2017 4 min read
Use Task Health to Keep Projects on Track
When you’re managing a project and trying to meet a deadline, the status of each task is important –...
Cloud Coach
Mar 17 2017 3 min readHow Can I Group My Projects Together?
This week the team discusses how you can group your projects together using Salesforce list views and the Cloud...
Cloud Coach
Mar 13 2017 4 min read
Launching Projects from Salesforce Cases
Cases are commonly used in Salesforce to manage a variety of customer interactions after an opportunity has...
Cloud Coach
Mar 10 2017 3 min read
Using Project Templates to Streamline Marketing Campaigns
One of the powerful things about Salesforce is the visibility it gives you into your prospect to customer...
Cloud Coach
Feb 17 2017 3 min readFlagging an Issue on a Project
When an issue occurs on a project, there’s no easier way of reporting on it than using Cloud Coach Tickets....
Cloud Coach
Feb 17 2017 4 min readCreating Project Templates
When you’re launching repeatable projects, nothing speeds up your day like using Project Templates in Cloud...
Cloud Coach
Feb 10 2017 6 min read
Setting Up Rates for Your Cloud Coach Users
Setting up rates for your Salesforce users is a snap when you use Cloud Coach PSA. Join the team this week as they...
Cloud Coach
Feb 3 2017 5 min read
Which Leadership Style Drives Your Projects?
We’ve been talking a lot lately about how leadership affects your project success. More than any project...
Cloud Coach
Jan 20 2017 5 min read
Capturing a Risk Against a Project
Tracking risks is a critical part of successful project management. So, today the Cloud Coach team walks through...
Cloud Coach
Jan 20 2017 6 min read
Identifying Late Projects
In this week’s two-minute video, the Cloud Coach team discuses how to identify and chase down late projects...
Cloud Coach
Jan 16 2017 5 min read
How to Automate Project Creation
Creating Cloud Coach projects is a breeze using the Project Creation Wizard, but we’re always looking for...
Cloud Coach
Dec 30 2016 5 min read
More Successful Projects through Emotional Intelligence
We all look for ways to increase the chances our projects will succeed. We do our best to plan for every...
Cloud Coach
Dec 30 2016 5 min read
Baselining your Projects Using Snapshots
A common question we get asked at Cloud Coach is, “How can I baseline my projects?” So, in this...
Cloud Coach
Dec 12 2016 5 min read
Manage Your Projects in a Single View
In this week’s two-minute use case, we take a look at two ways you can view and manage all your projects in...
Cloud Coach
Dec 9 2016 5 min read
Four Modern Methodologies to Reduce Project Management Stress
We’re all under pressure to get more done every day – especially as project managers. You’re...
Cloud Coach
Dec 9 2016 4 min read
7 Steps to Avoid Project Failure with a Project Pre-Mortem
If you could prevent project failure, would you? (Of course you would!) We’ve all heard of post-mortems,...
Cloud Coach
Dec 2 2016 4 min read
Linking Your Shared Documents to Projects
In the first of our new series of two minute use case videos, this week we will show how you can use Cloud Coach...
Cloud Coach
Dec 2 2016 5 min read
PM: Project Manager or Profit Manager?
The world of project management is changing quickly. We see the results of the increased speed of collaboration,...
Cloud Coach
Nov 23 2016 2 min read
Align Projects to Business Strategy
With a new year just a few weeks away, many of us are deep into planning for 2017. Beyond budget and financial...
Cloud Coach
Nov 16 2016 4 min read![4 Steps to Implementing Project Portfolio Management [Infographic]](https://cloudcoach.com/wp-content/uploads/2016/10/4Steps_PPM_Infographic_Header-370x261.png)
4 Steps to Implementing Project Portfolio Management [Infographic]
According to PMI, organizations with mature project portfolio management practices complete 35 percent more of...
Cloud Coach
Oct 21 2016 1 min readCreating a Financial Reporting Button for your Investments
Investments are one of those tools in Cloud Coach that is so powerful it can easily intimidate new as well as...
Cloud Coach
Oct 17 2016 7 min read
Measuring Performance in Professional Service Organizations
In a professional services organization, you’re not selling widgets or software. You’re selling one of the...
Cloud Coach
Oct 14 2016 6 min readAutomating Project Creation
One of the great new features in the upcoming release of Cloud Coach is the ability to use Process Builder to...
Cloud Coach
Oct 7 2016 6 min readDefining a Customer Onboarding Process [Infographic]
A successful customer onboarding process does more than just accomplish your goal of getting customers using your...
Cloud Coach
Oct 4 2016 1 min read
Monitoring Project Trends with Salesforce Reporting Snapshots
Project management requires more than staying on top of current projects and managing risks as they come...
Cloud Coach
Sep 26 2016 11 min read
Reduce Customer Churn with a Better Onboarding Process
Acquiring customers is the focus of most SaaS companies. But once you’ve gotten the close, the work starts...
Cloud Coach
Sep 20 2016 7 min read
Using Formula Fields to Calculate Earned Value on Projects
There are few fields of study that are more intimidating than Project Managment. And no aspect of Project...
Cloud Coach
Sep 16 2016 14 min read
5 Reasons Your Customer Onboarding Should be Handled as a Project
Customer onboarding is a key business program to optimize if you’re gearing up for growth or stabilizing your...
Cloud Coach
Sep 16 2016 5 min read
Strategic Goals and Investments with Cloud Coach PPM
Welcome to our sneak peek into the Cloud Coach Deep Dive Track for Delivery 2016: Portfolio Project Management By...
Cloud Coach
Sep 11 2016 9 min read
The Role of Project Management in Change Management
Change management is the approach to transitioning individuals, teams and organizations using methods intended to...
Cloud Coach
Sep 11 2016 4 min read
The Essentials of Project Risk Management
Risk is an inherent part of any project. Having the essential tools needed to manage and mitigate these project...
Cloud Coach
Aug 26 2016 7 min readManaging Changes, Issues and Risks to your Projects
Welcome to our sneak peek into the Cloud Coach Admin Track for Delivery 2016: Risk and Issue Tracking In this...
Cloud Coach
Aug 26 2016 5 min read
6 Steps to Get Your Project Back on Track
When projects go off-track (which they often do), project managers need to take swift corrective action. This...
Cloud Coach
Aug 19 2016 4 min read
Using Rates to Manage Your Billable Projects
Welcome to our sneak peek into the Cloud Coach Deep Dive Track for Delivery 2016: Professional Services...
Cloud Coach
Aug 5 2016 10 min read
The Role of Rates and Time in Project Profitability
When you price out a project for a client, you’re likely factoring in a mix of time and materials. To make...
Cloud Coach
Aug 4 2016 6 min read
Project Management Reporting Beyond Percentage Complete
Reporting is an important part of managing your business. We’re all familiar with the financial reports that...
Cloud Coach
Jul 21 2016 5 min read
Track Project Expenses with Salesforce Reports
Welcome to our sneak peek into the Admin Power Hours Track for Delivery 2016: Reporting Reporting is a critical...
Cloud Coach
Jul 20 2016 13 min readLeveraging Approval Processes for Change Requests
Welcome to our sneak peek into the Admin Power Hours Track for Delivery 2016: Approval Process. Getting approvals...
Cloud Coach
Jul 15 2016 13 min read
Launching Projects from Service Cloud Cases
Combining project management tools and techniques with Service Cloud case management may seem like an unusual...
Cloud Coach
Jul 11 2016 8 min read
Better Case Management with Cloud Coach
Satisfying your customers – whether internal or external – depends on the successful resolution of...
Cloud Coach
Jul 7 2016 4 min read
How CIOs Can Use Soft Skills to Align Effort with Business Strategy
We’re all used to having virtually unlimited technology in our lives – both at home and at work. With all...
Cloud Coach
Jun 24 2016 5 min read
Managing Project Issues
In a perfect world every project is completed on time and under budget. As any project manager knows, that’s...
Cloud Coach
Jun 13 2016 8 min read
Defining Project Scope
Defining project scope is a critical step in project planning. How will you measure success if you don’t...
Cloud Coach
Jun 9 2016 6 min read
Best Practices in Project Execution
Successful project execution involves coordinating people and resources, as well as integrating and performing...
Cloud Coach
May 24 2016 6 min readManaging Your IT Project Funnel
Managing an IT department is managing an economy – balancing the demands from the company with the supply of...
Cloud Coach
Apr 21 2016 3 min readThe High Cost of Project Failure
According to PMI, 37% of projects fail to meet their business objectives, and 17% fail outright. Those failed...
Cloud Coach
Apr 13 2016 4 min readManage Scope Creep
Managing scope creep within your projects can be a daunting challenge. As soon as you get started, new ideas start...
Cloud Coach
Mar 21 2016 8 min readAutomatically Create a Meeting Based on Project Health
Unfortunately, not every project goes according to plan. When a project goes off-track, it’s important to get...
Cloud Coach
Feb 24 2016 6 min readAutomatically Create A New Project Kickoff Meeting
Many project management tools help you keep your documents and conversations related to projects out of email. But...
Cloud Coach
Feb 17 2016 6 min readFocus on Strategy over Projects – The Growth of PPM
In 5 Trends that Will Transform Project Management, Moira Alexander outlines key areas where project management...
Cloud Coach
Jan 22 2016 6 min readUsing Process Builder to Alert Project Managers of Task Health Changes
When you’re a busy project manager, keeping track of all of the details for your projects can be challenging....
Cloud Coach
Jan 5 2016 5 min readProject Management Equilibrium
The Cost-Schedule-Quality Equilibrium In any project, there are three main components that must be met in order to...
Cloud Coach
Dec 17 2015 6 min readAutomate Project Tracking with Salesforce Scheduled Reports
Scheduling reports in Salesforce can help automate your project tracking. Scheduled reports are useful for...
Cloud Coach
Dec 9 2015 10 min readManage Project Security with Page Layouts and Field-Level Security
When managing a project, you may need to manage information that not every user should see. For example, you may...
Cloud Coach
Dec 2 2015 10 min read
Using Cloud Coach Project Templates
Do you find yourself building the same projects over and over? Whether you’re a professional services...
Cloud Coach
Nov 24 2015 5 min read
Improve Project Communication with Cloud Coach
Do you remember the childhood game of Telephone? It started with one person who whispered something to their...
Cloud Coach
Oct 28 2015 4 min read
10 Reasons Your PSA Solution Should Be Built On Salesforce
There are many ways to do project management and professional services automation, from simple shared spreadsheets...
Cloud Coach
Oct 21 2015 5 min readProject Meetings Made Easy
For any project, you are likely to have any number of meetings, from kick-off meetings, to client updates, and...
Cloud Coach
Oct 14 2015 3 min readThe Role of Gantt Charts in Project Management
A Gantt chart is a popular way of showing tasks against time. The list of tasks is shown down the left, and time...
Cloud Coach
Oct 5 2015 4 min read
Tracking Time on Your Projects and Tasks
Tracking time is one of the most crucial, yet often neglected and hated, elements of project management. Timesheet...
Cloud Coach
Sep 25 2015 7 min read
Do you need Professional Services Automation (PSA)?
As a business that delivers projects or services at the core of the business model, rather than a physical...
Cloud Coach
Sep 17 2015 4 min readEasily Standardize Project Communications Using Salesforce Email Templates
Maintaining your brand through your communications is even easier when you use Salesforce email templates. When...
Cloud Coach
Sep 16 2015 13 min read
Finding a Solution for Project Management on the Salesforce Platform
Effective project management is one of the most important – if least talked about – growth areas for...
Cloud Coach
Sep 11 2015 3 min read
Manage Changes to Your Projects with Field History
When you’re managing multiple complex projects, keeping track of the details can be a challenge. (That’s why...
Cloud Coach
Sep 9 2015 7 min readCustomize Your Cloud Coach with New Fields
Your projects, and project management needs, are unique. weCloud Coach is highly customizable and allows you to...
Cloud Coach
Aug 19 2015 11 min readUsing Cloud Coach for IT Project Management with BMC Remedyforce
In today’s technology driven world, there’s an endless demand for IT projects. Managing the high volume of...
Cloud Coach
Aug 13 2015 1 min readDig into Cloud Coach Project Details with Matrix Reports
Sometimes, you really need to dig into the details of a Cloud Coach project. Matrix reports, leveraging the...
Cloud Coach
Aug 11 2015 8 min readManage Client Retainers
Learn how to easily manage your client retainers with Cloud Coach Retainers are a way for professional service...
Cloud Coach
Aug 5 2015 4 min readBuilding Salesforce Dashboards to Visualize Your Project Data
Managing projects is about more than just making sure that action items get done, and that you meet milestone...
Cloud Coach
Jul 29 2015 11 min readProject Reporting in Cloud Coach
As a busy project manager, having access to up-to-date, accurate project information is important. With Cloud...
Cloud Coach
Jul 27 2015 3 min readCreating Salesforce Reports Using Your Cloud Coach Objects
One of the most important reasons to track your projects in Salesforce is the ability to report on the measurable...
Cloud Coach
Jul 22 2015 8 min readTracking Your Project Status Updates
As a busy project manager, you need a quick and easy way to track the status of your projects and tasks, drawing...
Cloud Coach
Jul 13 2015 5 min read
Client Rate Cards in Cloud Coach
How are you tracking your billable hours? If you’re still relying on spreadsheets or time tracking applications,...
Cloud Coach
Jul 10 2015 5 min read
Make Your Project Work for You – Workflows
Workflows are automated processes within Salesforce that are triggered by a user or based on a time period. Once...
Cloud Coach
Jul 8 2015 10 min readMonitoring Your Project Costs, Rates, and Utilization in Cloud Coach
Effective project management requires the management of project scope, timelines, and costs. With Cloud Coach,...
Cloud Coach
Jun 29 2015 5 min readProject Resourcing in Cloud Coach
Project resourcing is the process of adding team members to complete project tasks. In Cloud Coach, resourcing is...
Cloud Coach
Jun 22 2015 5 min readUsing Cloud Coach Project Structure
After you’ve created a new project in Cloud Coach, you can view your project in either Gantt or tabular format....
Cloud Coach
Jun 15 2015 4 min readCreating a Project from Remedyforce
There are multiple ways that you can create a project in Cloud Coach from Remedyforce. One of these is directly...
Cloud Coach
Jun 8 2015 2 min readBenefits of the Salesforce Shared Platform for your ITSM and Project Management Solution
Cloud Coach is built on the Salesforce platform, sharing the same infrastructure as Salesforce’s award winning...
Cloud Coach
Jun 1 2015 3 min read
Effective Project Management
Last week we published a brief article on the essentials of successful project delivery. Shortly after, a great...
Cloud Coach
Feb 9 2015 1 min read3 Elements of Successful Project Delivery
Projects come in all ranges of complexity. Some take years to complete while some only take hours. Regardless of...
