INSTALLATION & FIELD SERVICE 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: Installations
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
INSTALLATION & FIELD SERVICE 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.
INSTALLATION & FIELD SERVICE 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.
Projects and Field Service go together like peanut butter and jam. Use your overall project gantt to manage the timelines of the deployment, then deploy work orders and service requests for your field technicians, perfect for complex use cases including Equipment installation Telecom cell towers Shop & premise fit outs