Bring ‘best practices’ to all of your meetings
Leverage coaching notes so your team discuss the right things at the right times
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…
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
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
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.
Risk, Issues & Change Management
Proactively manage the unknowns against your Project to keep on schedule & deliver maximum value
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.
Report on RAID at Project, Program or Portfolio level
All the data your Risk, Issue and Change data is captured by Cloud Coach and stored on Salesforce so you can report upon it 24 hours a day. Visual dashboards Accessible from anywhere Tweak to your own needs
