Capability category: Customer Success

Time Tracking

CUSTOMER SUCCESS User friendly time tracking, designed to let your users enter time in multiple ways so that they enter their time easily and you get accurate data to report on.

Track time on projects admin cases and more 2

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

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

Genius so you never miss a time entry again 2

Genius – So you never miss a time entry again

Use AI to see which records you have interacted with but not recorded time on Time entry is no one’s favourite task so why not make things easier for your team with our Timecard Genius, which leverages AI to let your team know what they have worked on but not recorded time on in the

Route time approvals to the right people

Route time approvals to the right people

Leverage the power of Salesforce approval workflows to ensure time gets approved in an expedient manner so your invoices all go out on time Route time to different managers according to your business rules Send rejected time entries back to users to get more details Leverage delegated approvers when your out of office

Risks, Issues, Change Requests

CUSTOMER SUCCESS No matter how well planned your project is, not everything is going to go to plan, so you need a way to manage all the extra balls that get thrown at you.

Report on raid at project program or portfolio level 2

Easily capture, categorize, sort and filter your RAID

Maintain your ‘Risk Register’, ‘Issue Log’ and ‘Change Request List’ in one place with configurable displays for each type of record. Then use customizable forms to capture your Risks, Issues, Change Requests and more, quickly and easily.

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