ANY PROJECT Whether the start point for your project is an opportunity, a case or a custom object, leverage our clone helper to automate the creation of the right project based on your business rules. “Cloud Coach has empowered us to move off of different systems to streamline and optimize our processes.” JACKSON WITHERILL Senior
Capability category: Any Project Process
Use best practice project templates and Salesforce flows to automatically create projects from any Salesforce record and process you have Select Template based on customer object details Pass details from your Custom Object to the Project Or if you don’t want to use automation use our project creation wizard available in the related record of
ANY PROJECT Cloud Coach lets you pick from multiple project types for each project, so whether your a traditional waterfall, modern agile or next generation water-scrum-fall company we have you covered.
ANY PROJECT Find the right person, with the right skills, and availability at the right time, with our multi level skills based resourcing engine.