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Why Cloud Coach
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Customer Onboarding

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

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Manage, track and enhance your project delivery processes efficiently.

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Customer Success

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

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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.

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Customer Health

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Resourcing

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Reporting & Dashboards

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Timelines & Collaboration

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Time Entry

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Meeting Automation

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Financials & Billing

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Productivity

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Library

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Blog

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Videos

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Partners

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Competitor Comparisons

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Articles

Solutions
Why Cloud Coach
Customers
Resources
Pricing
Contact Us
Schedule a Demo

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
Why Cloud Coach
Customers
Resources

Library

Blog

Videos

Partners

Competitor Comparisons

Articles
Pricing
Book a Demo

Case Study Results

Jonny Pugh

Mar 26 2024 0 min read

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How Cloud Coach Provides Capacity Planning Insights at Service Credit Union

Protected: How CivicPlus Cut Project Setup Time in Half with Cloud Coach Automation

Protected: How Cloud Coach Provided Enhanced Project Visibility at Lamb Weston

Exact Sciences

Protected: How Cloud Coach Replaced Microsoft Dynamics at Exact Sciences and Reduced Reporting Time by 90%

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How Net Health saved over 3,000 hours annually with Cloud Coach

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How Cloud Coach helped Red Bee report on overall Portfolio Performance

How Reporting and Time Entry Transformed Professional Services at Sovos

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How Cloud Coach Drove Efficiencies at Fidelity Investments with Project Automation

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How Cloud Coach Provided the Foundation for a Services Organization Transformation at SS&C Eze

How Hostess Brands uses Cloud Coach to Manage the Commercialization Process from Start to Finish

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How Cloud Coach improved Customer Visibility at Canidium

How Cloud Coach Drives Success at Comnexa with Enhanced Internal Processes and Customer Insights

AUTHOR

Jonny Pugh

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Cloud Coach is honored to be named as one of the “Top 20 Most Promising Salesforce Solution Providers – 2019”...

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Professional Services Automation (PSA) on Salesforce
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