Professional Services Automation (PSA)

Enterprise, PSA

How can I set rates and costs for a particular skill?

5 min read19th of June 2017

With Cloud Coach PSA, users can quickly and easily set rates and costs on skill types for automatic budget creation. In this week’s video, the team discusses how you can tag rates and costs against a particular skill in...

Enterprise, Professional Service Automation (PSA), Ultimate

Can I track expenses on a project?

4 min read26th of May 2017

When you’re working on a project and need a quick way to enter your expenses, Cloud Coach has you covered. By using our Project Financials tab, users can quickly enter and track expenses on their project, sort them by...

Billable, Costs, Rates, Time Tracking

Setting Up Rates for Your Cloud Coach Users

5 min read3rd of February 2017

Setting up rates for your Salesforce users is a snap when you use Cloud Coach PSA. Join the team this week as they discuss how to set up billable projects and rates in just two minutes. TRANSCRIPTION: Hello everyone,...

PM: Project Manager or Profit Manager?

2 min read23rd of November 2016

The world of project management is changing quickly. We see the results of the increased speed of collaboration, distributed teams, and even higher pressure to perform faster. The pressure isn’t just from executive teams – it’s also from customers,...

Measuring Performance in Professional Service Organizations

6 min read14th of October 2016

In a professional services organization, you’re not selling widgets or software. You’re selling one of the most valuable commodities: time. Each person only gets a total of 8760 hours each year, so it’s important to make the most of...

5 Reasons Your Customer Onboarding Should be Handled as a Project

5 min read16th of September 2016

Customer onboarding is a key business program to optimize if you’re gearing up for growth or stabilizing your base. It costs 7x more to obtain a new customer than to keep an existing one. Project retention starts the moment...

Using Rates to Manage Your Billable Projects

10 min read5th of August 2016

Welcome to our sneak peek into the Cloud Coach Deep Dive Track for Delivery 2016: Professional Services Automation With Cloud Coach’s purpose built PSA tools, you can increase the profitability of your professional services team by speeding up project delivery,...

Best Practices in Project Execution

6 min read24th of May 2016

Successful project execution involves coordinating people and resources, as well as integrating and performing the activities of the project in accordance with the project plan. The Project Execution Plan is the ‘road map’ used by the project team to deliver the agreed project outputs....

10 Reasons Your PSA Solution Should Be Built On Salesforce

5 min read21st of October 2015

There are many ways to do project management and professional services automation, from simple shared spreadsheets to custom-built software applications. Here are 10 reasons your Professional Services Automation software shouldn’t just integrate with Salesforce – it should be built...

Do you need Professional Services Automation (PSA)?

4 min read17th of September 2015

As a business that delivers projects or services at the core of the business model, rather than a physical product, then you’ve likely encountered many of the problems that face modern service organizations. In particular, you may face challenges...