Retainers & Rate Cards

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,...

Manage Client Retainers

4 min read5th of August 2015
Learn how to easily manage your client retainers with Cloud Coach https://www.youtube.com/watch?v=4dDkFAVE4Ko Retainers are a way for professional service companies to provide clients with a bucket of professional services from which they can draw down. There are two basic...

Client Rate Cards in Cloud Coach

5 min read10th of July 2015
How are you tracking your billable hours? If you’re still relying on spreadsheets or time tracking applications, you could be under-billing for your team’s efforts. When you set up rate cards in Salesforce using Cloud Coach functionality, you can...

Monitoring Your Project Costs, Rates, and Utilization in Cloud Coach

5 min read29th of June 2015
Effective project management requires the management of project scope, timelines, and costs. With Cloud Coach, along with the tracking the projects and task that your team is working upon, you can also: capture the cost to your business of...

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