Capability category: Installations

Sales to Project Handoff

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

Create Projects from your Opportunities 2

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

Create Projects anywhere with the New Project Wizard 2

Create Projects, anywhere with the ‘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

Choose your Project Methodology

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.

Waterfall 2

Waterfall

Group your project tasks together into phases to build out your multi-level WBS View your critical path at any time Take progress snapshots Color code tasks such as those with outstanding customer deliverables

Agile Kanban 2

Agile (Kanban)

Define colorful Kanban Board Processes and Columns for different departmental use cases across your organization Move cards between columns to show progress through your process Drag and drop card prioritization Tag and filter cards to quickly find the task at hand

Water Scrum Fall 2

Water-Scrum-Fall

Combine the best of Waterfall and Agile together by integrating Kanban boards into your schedule of tasks Lets each team work the way they want on your project Roll board completion and effort up to your tasks Get the best of both worlds

Connect to Field Service Lightning

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.

Connect Projects and Field Service together

Connect Projects and Field Service together

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

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