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 Blog
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...
