Cloud Coach Blog

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...

Is Agile the Future of Project Management?

12 min read17th of November 2021

You may have heard the words “Agile”, “Scrum” and “Sprint” before. Maybe even the phrase “Agile will take over the world”… okay maybe not the last one, but over the past decade, the agile method has taken the project...

Kanban Boards vs Gantt Charts: What to use?

12 min read11th of October 2021

Depending on your business practices, your preferences as a project manager, and the types of projects you are leading, it can be difficult to decide which type of approach suits the project the best.  Keep in mind that the...

A Guide to Water-Scrum-Fall Project Management

10 min read7th of October 2021

Water-scrum-fall. Wagile. Scrumfall. There’s a lot of terminology floating around to describe one project management methodology – but what is it… and are you already using it? The short guide explains everything you need to know. What is Water-Scrum-Fall?...

Using Salesforce Kanban Boards for Project Management

10 min read6th of October 2021

In an ideal world of project management, tasks start, follow a linear progression to completion, and then are closed out so that the project team can move onto the next task. However, many tasks do not follow a linear...

Using Gantt Charts for Project Management in Salesforce

7 min read28th of September 2021

What are Gantt Charts? A Gantt chart is a visual representation of a project timeline. It shows the progression of the projects based on the task completion. The Gantt chart also displays the critical path of the project and...

Salesforce CPQ for Professional Services Automation

9 min read27th of September 2021

What is CPQ The term CPQ refers to “Configure, Price, Quote”. Practically speaking, it’s a category of sales tools aimed at increasing the efficiency of an organization’s sales teams to help drive revenue. The tool helps organize price books...

What are Salesforce Milestones?

6 min read24th of September 2021

Milestones break a project into the key moments or significant completion points along the project lifecycle. These points along the timeline can give Project Managers, or other stakeholders on a project or within an organization, a quick method to...