Cloud Coach Milestones

How can I improve my customer onboarding?

5 min read21st of April 2017
After you’ve worked really hard to close a new customer, the last thing you want to do is drop the ball when you’re getting that customer up and running. Salesforce does a great job of giving you the tools...

How can I get my team working on projects together?

5 min read14th of April 2017
Chances are, you’re not working on projects alone. Whether you need a variety of skills to accomplish your project objectives, or multiple hands on deck because of a tight timeline, there are many ways you need to bring your...

How do I limit visibility of project data?

7 min read6th of April 2017
While visibility is one of the biggest benefits of an integrated project management system, there may be some project information that you want to track that not everyone should see. Whether it’s financial information, like profitability,  prioritization (nobody likes...

Can we customize projects like we do leads or opportunities?

4 min read31st of March 2017
There are hundreds of ways to run projects – from simple spreadsheets and whiteboards to complex project portfolio solutions. No matter which type of solution you choose, one of the key things to consider is how you can customize the...

The Basics of Project Reporting

5 min read24th of March 2017
Whether you’re a project manager by title or just by function, you probably get tired of the question: “What’s the status of Project XYZ?” With project reporting in Salesforce, you can leverage out-of-the-box reports and build your custom dashboards...

Cloud Coach Announces Free Cloud Coach Milestones Not-for-Profit Edition

3 min read21st of March 2017
Cloud Coach today announced it has launched a new edition of its popular Cloud Coach Milestones application, exclusively for not-for-profit organizations. Cloud Coach Milestones NFP Edition allows non-profits to manage their projects directly within their Salesforce CRM for no...

Use Task Health to Keep Projects on Track

3 min read17th of March 2017
When you’re managing a project and trying to meet a deadline, the status of each task is important – especially when those tasks are on your critical path. If you’re leveraging Cloud Coach to manage projects in your Salesforce...

Launching Projects from Salesforce Cases

3 min read10th of March 2017
Cases are commonly used in Salesforce to manage a variety of customer interactions after an opportunity has closed. Each case that your team handles is an opportunity to build a relationship with your customers (and even potentially grow revenue)....

Automate Project Creation from Opportunities

3 min read3rd of March 2017
Once an opportunity closes, that’s when the real work often begins. With Cloud Coach Milestones, it’s easy to streamline the creation of projects from opportunities. In fact, in this video, we break down how to automatically create a project...

Using Project Templates to Streamline Marketing Campaigns

3 min read17th of February 2017
One of the powerful things about Salesforce is the visibility it gives you into your prospect to customer pipeline. When your marketing team leverages campaigns to plan their efforts, you’ll start to see how the marketing activities help move...

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