Cloud Coach Blog

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 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...

Cloud Coach launches Water-Scrum-Fall capabilities for Salesforce

3 min read18th of May 2022

https://vimeo.com/manage/videos/685541821 Cloud Coach’s innovative Water-Scrum-Fall functionality blends agile and waterfall project management capabilities, helping organizations run projects in a way that matches how people work in practice Colorado, May 18, 2022 – Cloud Coach, a Project Management, PSA &...

Case Study: How Cloud Coach replaced spreadsheets, ServiceNow, Sharepoint, MS Project and Outlook at Wellstar

6 min read2nd of March 2022

https://vimeo.com/manage/videos/705705290 Cloud Coach was introduced to Wellstar Health Systems Enterprise Project Management Office (EPMO) by Salesforce in late 2019. The EPMO is a large business function representing the organization at a strategic level in collaboration with Wellstar’s executive team...

What you need to know about becoming a Salesforce Administrator

3 min read24th of January 2022

Are you considering becoming a Salesforce Administrator? Below we outline what you need to know, from how to prepare through to where to get practice tests! About the Salesforce Administrator Exam and Program The Salesforce Administrator credential is designed...