PSA All the data your team captures with Cloud Coach can be reported upon 24 hours a day, 7 days a week from anywhere in the world. Use our pre-prepared reports or create your own using the Salesforce reporting engine. “Cloud Coach has empowered us to move off of different systems to streamline and optimize
Capability category: PSA
PSA 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.
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
PSA 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.