Cloud Coach launches Water-Scrum-Fall capabilities for Salesforce
3 min read18th of May 2022
https://vimeo.com/manage/videos/685541821 Cloud Coach’s innovative Water-Scrum-Fall functionality blends agile and waterfall project management capabilities, helping organizations run projects in a way that matches how people work in practice Colorado, May 18, 2022 – Cloud Coach, a Project Management, PSA &...
Case Study: How Cloud Coach replaced spreadsheets, ServiceNow, Sharepoint, MS Project and Outlook at Wellstar
6 min read2nd of March 2022
https://vimeo.com/manage/videos/705705290 Cloud Coach was introduced to Wellstar Health Systems Enterprise Project Management Office (EPMO) by Salesforce in late 2019. The EPMO is a large business function representing the organization at a strategic level in collaboration with Wellstar’s executive team...
What you need to know about becoming a Salesforce Administrator
3 min read24th of January 2022
Are you considering becoming a Salesforce Administrator? Below we outline what you need to know, from how to prepare through to where to get practice tests! About the Salesforce Administrator Exam and Program The Salesforce Administrator credential is designed...
How to automate project creation
6 min read2nd of June 2017
This week the Cloud Coach team discusses automating your project creation, and answers the question, “How can I quickly turn a sale into a project?”
How can I get a departmental view of our projects?
7 min read12th of May 2017
What good is a project management tool if you spend more time looking for your projects and tasks and chasing status updates than you did before you started? Keeping your projects organized in ways that work for you helps...
How can I keep track of my Salesforce maintenance projects?
4 min read28th of April 2017
As a busy Salesforce admin, your hands are full juggling update and change requests from across your company to help improve the efficiency of the platform – not to mention testing for each new Salesforce release. Wouldn’t it be...
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...
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...
Cloud Coach Exhibits at Salesforce World Events Around the Globe
2 min read20th of March 2017
Cloud Coach is exhibiting at five Salesforce World Tour events, in cities around the world. This follows the January launch of Cloud Coach Milestones, a best-of-breed free project management application, available now on the Salesforce AppExchange. Cloud Coach will...