Solutions

Customer Onboarding
Capabilities include project timelines, resource management, and stakeholder collaboration.

PSA
Manage, track and enhance your project delivery processes efficiently.

Customer Success
Manage account goals, tickets, and stakeholders while gaining full customer journey insights from onboarding to renewal.

Project Management
Everything you need to run your projects on Salesforce. Choose from Waterfall, Agile or Water-Scrum-Fall, track time and use repeatable project templates.
Features

Customer Health

Resourcing

Reporting & Dashboards

Timelines & Collaboration

Time Entry

Meeting Automation

Financials & Billing

Productivity
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Cloud Coach Blog

Effective Project Management

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 read

3 Elements of Successful Project Delivery

Projects come in all ranges of complexity. Some take years to complete while some only take hours. Regardless of...

Cloud Coach

Feb 1 2015 3 min read