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: Customer Success
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
CUSTOMER SUCCESS 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 SUCCESS 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