Capability category: Customer Onboarding

Sales to Project Handoff

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

Create Projects, anywhere with the ‘New Project Wizard’

Not ready to automate Project creation? No problem use the ‘New Project Wizard’ to create Projects anytime Filter Kanban processes by Department Link Projects to any Salesforce record or create them standalone Leverage existing templates or start from new

Create Projects from your Opportunities

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

Capture Customer Goals

CUSTOMER ONBOARDING If your not mapping your efforts towards your customers goals, what value are your really bringing them? With Cloud Coach you can track your clients, Goals & Requirements right through from workshops to deployed solution

Deliver the items that add maximum value to the business

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

Capture, organize and rate business Requirements

Capturing Goals is one thing. Making sure your working on the requirements that deliver the most bang for the buck is another Organize requirements by area of work Link Requirements back to your Goals Rate Requirements based on how important each one is to meeting your Goals

Define your Project level Goals

Whether your onboarding a new customer or trying to align an internal project to your strategic Goals, Goal setting at the Project level is key Capture Project Goals Add Requirements to your Goals As Tasks complete see your progress towards Goals update in real time

Time Tracking

CUSTOMER ONBOARDING Cloud Coach lets you pick from four project types, so whether your a traditional waterfall, modern agile or next generation water-scrum-fall company we have you covered

Track Time on Projects, Admin, Cases, and more…

Your team works on multiple items during the week so it’s important to give them a user-friendly way to capture time, in an accurate and timely manner. With Cloud Coach you can track time on project work, support work, admin time and more. Then, at the end of the week, time sheets can be routed

Cost and Rate Time Entries based on Skill Sets

Your team works on multiple items during the week so it’s important to give them a user-friendly way to capture time, in an accurate and timely manner. With Cloud Coach you can track time on project work, support work, admin time and more. Then, at the end of the week, time sheets can be routed

Thank you

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

Schedule a bespoke demo with one of our project specialists.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.