Cloud Coach Blog

Why Project Efficiency is More Important Now Than Ever

10 min read17th of March 2023

There’s a lot of talk right now about the ways companies can save money or simply do more with less. Everyday, there’s news of cost-cutting events like layoffs or delayed launches, as well as countless posts, articles, and news...

3 Changes to Make to your PSA Process for Immediate Results

12 min read10th of February 2023

Services organizations face an unenviable challenge. How to deploy the right resources to optimize billable utilization while also remaining profitable? How to avoid overloading or overworking resources? And how can this all be down with limited resources and limited...

Onboarding Customer Success Managers: The Definitive Guide

14 min read25th of November 2022

With demand outstripping the supply of talented customer success managers at the moment, simply identifying and hiring a dedicated customer success manager will feel like a big win for your business. However, that’s just the start of the journey....

How to Best Collaborate with Customers During Implementation

10 min read17th of January 2023

Customer onboarding is an important phase of the customer journey – arguably the most important. Why? Because implementation can either be the beginning of something beautiful… or the beginning of the end. For the best possible outcomes, customer onboarding...

How to Create the Perfect Handoff from Sales to Customer Success

14 min read11th of November 2022

A good start can set the tone for any journey. You jump on the train, find a quiet window seat, pop in your headphones, whip out your mocha choco latte and you’re ready to go – you’re all smiles....

Cloud Coach Tips & Tricks: Utilizing Field Sets to Enhance Your Project UI

7 min read20th of October 2022

One of the many benefits of using Cloud Coach is the ability to customize your UI in order to visualize the information you and your team needs most. Here at Cloud Coach we work to try and make these...

Work Breakdown Structure (WBS) in Project Management

7 min read14th of October 2022

What is a Work Breakdown Structure (WBS)? Today a work breakdown structure is a frequently used tool in project management. The Project Management Book of Knowledge (PMBOK) defines a WBS as “A hierarchical decomposition structure that presents work that...

Dashboards in Salesforce for Project Management

10 min read7th of October 2022

In project management, managing your projects in an organized manner is the key to success. Dashboards in Salesforce overview A study from the National Journal of Production Research demonstrates that visual management systems (like dashboards in Salesforce) support the...

Record Types and Page Layouts in Salesforce

7 min read30th of September 2022

In this article we will discuss two features of the Salesforce platform: record types and page layouts. In order to create a page layout, we must learn the fundamentals of a Salesforce record type first. What is a Record...

Cloud Coach appoints Heather Cooper as new CEO

3 min read21st of July 2022

Cooper, previously COO, to take over as CEO with immediate effect Colorado, July 21, 2022 – Cloud Coach, a Project Management, PSA & PPM solution provider built on the Salesforce platform, today announced Heather Cooper has been appointed Chief Executive...