Tips & Tricks

Baselining your Projects Using Snapshots

5 min read12th of December 2016
A common question we get asked at Cloud Coach is, “How can I baseline my projects?” So, in this week’s two-minute use case we’re going to take a look at how you can use Cloud Coach Snapshots to baseline...

Automating Project Creation

6 min read7th of October 2016
One of the great new features in the upcoming release of Cloud Coach is the ability to use Process Builder to automate process creation. This functionality opens up a number of opportunities to tie project creation to company specific...

Defining a Customer Onboarding Process [Infographic]

1 min read4th of October 2016
A successful customer onboarding process does more than just accomplish your goal of getting customers using your software. It also sets your customers up for success – and to accomplish their goals. In fact, it’s even more important that...

Best Practices for Testing & Deploying Cloud Coach

7 min read6th of September 2016
Best Practices – Testing & Deploying Cloud Coach With the September ‘16 release of Cloud Coach coming soon, it seemed appropriate to review some best practices for testing and deploying your Cloud Coach packages. Testing and deployment will also...

Managing Project Demand with Resource Requests

13 min read29th of July 2016
Welcome to our sneak peek into the Cloud Coach Deep Dive Track for Delivery 2016: Resource Management Everyone knows that good resourcing is critical to delivering a healthy project, but proper resource management goes beyond just assigning the right people to...

Track Project Expenses with Salesforce Reports

13 min read20th of July 2016
Welcome to our sneak peek into the Admin Power Hours Track for Delivery 2016: Reporting Reporting is a critical part of managing your business, and project management is no exception. Project managers need to have access to robust reporting that...

Leveraging Approval Processes for Change Requests

13 min read15th of July 2016
Welcome to our sneak peek into the Admin Power Hours Track for Delivery 2016: Approval Process. Getting approvals and sign-offs are part of good business practices. With Cloud Coach, you can automate your approval processes and apply them to...

Launching Projects from Service Cloud Cases

8 min read11th of July 2016
Combining project management tools and techniques with Service Cloud case management may seem like an unusual concept, but under the right circumstances the two systems can compliment each other. In this post we discuss how Cloud Coach and Service...

Managing Project Issues

8 min read13th of June 2016
In a perfect world every project is completed on time and under budget. As any project manager knows, that’s easier said than done. Here at Cloud Coach, we believe that consistent execution should be more than aspirational. Utilizing Salesforce’s...

Automate Project Tracking with Salesforce Scheduled Reports

10 min read9th of December 2015
Scheduling reports in Salesforce can help automate your project tracking. Scheduled reports are useful for reviewing projects in meetings, on the go, or at times when you aren’t able to login to Salesforce and run the report yourself. In...

See Cloud Coach In Action

Cloud Coach is secure and customisable platform for successfully delivering projects of all shapes and sizes.

Schedule a tailored demo with one of our project specialists.

  • Fill out the form below
  • Our team will reach out within 24 hours to discuss your unique requirements
  • We’ll schedule a 1:1 demo with one of our product specialists  
medal 2 1
reCAPTCHA logo@2x

protected by reCAPTCHA

medal 2 1

Schedule a tailored demo with one of our project specialists.

  • Fill out the form below
  • Our team will reach out within 24 hours to discuss your unique requirements
  • We’ll schedule a 1:1 demo with one of our product specialists  
medal 2 1
reCAPTCHA logo@2x

protected by reCAPTCHA

medal 2 1

Before you leave…

Sign up to receive the latest project tips and tricks directly from Cloud Coach.

Email Address

Cloud Coach cares about your privacy. We may use this information for our legitimate interests to provide you with information about products or services that may be of interest to you. You can of course unsubscribe from our emails at any time. Learn more by reading our Privacy Policy.

Thank you

A Cloud Coach advisor will be in contact by email within one working day to arrange your demo.