CUSTOMER ONBOARDING Keep everyone in the organization on the same page with an automated hand off from sales team to delivery team so no time or information is lost. “Cloud Coach has empowered us to move off of different systems to streamline and optimize our processes.” JACKSON WITHERILL Senior Product Management Associate
Capability category: Customer Onboarding
Use best practice project templates and Salesforce flows to automatically create projects when your opportunities close (or earlier in your sales process): Select Template based on Opportunity or CQP line item details Pass details from Opportunity to the Project such as ‘Services Revenue’ Share Project details with your Customer
CUSTOMER ONBOARDING 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.
CUSTOMER ONBOARDING If you’re not mapping your efforts towards your customers goals, what value are you really bringing them? With Cloud Coach you can track your clients, Goals & Requirements right through from workshops to deployed solution.
Projects take time and money to deliver, so it’s important to know your team are prioritizing their efforts on the items that deliver the most value to your external & internal clients: Capture the Goals / desired outcomes for your Project Rate Requirements on their impact towards the Goal Break Requirements down into deliverables for