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Insights and strategies to help you deliver projects, services, and customer success at scale.

FEATURED Cloud Coach Acquires JustOn to Strengthen Salesforce-Native Financial Automation

Cloud Coach Acquires JustOn to Strengthen Salesforce-Native Financial Automation

19 Sep 2025 5 min read
5 Reasons You Should Run Your Customer Success on Salesforce

5 Reasons You Should Run Your Customer Success on Salesforce

21 Jan 2025 6 min read
Why Poor Time Tracking Is Costing You Billable Revenue

Why Poor Time Tracking Is Costing You Billable Revenue

Dylan Porteous

3 Dec 2024 8 min read
Cloud Coach Acquires JustOn to Strengthen Salesforce-Native Financial Automation

Cloud Coach Acquires JustOn to Strengthen Salesforce-Native Financial Automation

19 Sep 2025 5 min read
Unleashing the Power of AI: Revolutionizing Customer Success Teams

Unleashing the Power of AI: Revolutionizing Customer Success Teams

20 Jun 2023 7 min read
5 Reasons You Should Run Your Customer Success on Salesforce

5 Reasons You Should Run Your Customer Success on Salesforce

21 Jan 2025 6 min read
Why Poor Time Tracking Is Costing You Billable Revenue

Why Poor Time Tracking Is Costing You Billable Revenue

Dylan Porteous

3 Dec 2024 8 min read
Resource Utilization: How Small Changes Make a Big Revenue Impact

Resource Utilization: How Small Changes Make a Big Revenue Impact

Jordan Hammond

28 Nov 2024 8 min read
Why Your Professional Services Forecasts Are Failing and How They’re Impacting Your Profitability

Why Your Professional Services Forecasts Are Failing and How They’re Impacting Your Profitability

Frank Nardi

20 Nov 2024 9 min read
How Project Overruns Impact your Bottom Line — and How Cloud Coach is Closing the Revenue Leak

How Project Overruns Impact your Bottom Line — and How Cloud Coach is Closing the Revenue Leak

14 Nov 2024 8 min read
Integrating Cloud Coach and Jira for Optimized Project Management

Integrating Cloud Coach and Jira for Optimized Project Management

4 Nov 2024 6 min read
51 Statistics You Need to Know: The State of SaaS Onboarding and Implementation

51 Statistics You Need to Know: The State of SaaS Onboarding and Implementation

7 Nov 2024 10 min read
Cloud Coach Appoints Frank Nardi as CEO to Drive Innovation and Growth

Cloud Coach Appoints Frank Nardi as CEO to Drive Innovation and Growth

2 Oct 2024 4 min read
Cloud Coach launches Customer Success Capabilities for Salesforce

Cloud Coach launches Customer Success Capabilities for Salesforce

23 Apr 2024 3 min read
Feature of the Month: Scenario Planning

Feature of the Month: Scenario Planning

28 Mar 2024 3 min read
Feature of the Month: External Collaboration

Feature of the Month: External Collaboration

28 Feb 2024 3 min read
Professional Services Consultant: How Cloud Coach Uses Cloud Coach

Professional Services Consultant: How Cloud Coach Uses Cloud Coach

14 Dec 2023 10 min read
Professional Services and Customer Success: How Cloud Coach uses Cloud Coach

Professional Services and Customer Success: How Cloud Coach uses Cloud Coach

Jordan Hammond

3 Oct 2023 16 min read
Manager of Technical Support: How Cloud Coach Uses Cloud Coach

Manager of Technical Support: How Cloud Coach Uses Cloud Coach

Ivan Cruz

19 Mar 2024 8 min read
Customer Success Team Lead: How Cloud Coach Uses Cloud Coach

Customer Success Team Lead: How Cloud Coach Uses Cloud Coach

15 Feb 2024 10 min read
Driving Customer Success: Key Metrics for Optimal Performance

Driving Customer Success: Key Metrics for Optimal Performance

4 Jul 2023 7 min read
Maximizing Project Performance in Professional Services: Strategies for Project Managers

Maximizing Project Performance in Professional Services: Strategies for Project Managers

Jordan Hammond

30 Jun 2023 6 min read
3 Changes to Make to your PSA Process for Immediate Results

3 Changes to Make to your PSA Process for Immediate Results

Jordan Hammond

10 Feb 2023 12 min read
Why Project Efficiency is More Important Now Than Ever

Why Project Efficiency is More Important Now Than Ever

17 Mar 2023 10 min read
Onboarding Customer Success Managers: The Definitive Guide

Onboarding Customer Success Managers: The Definitive Guide

25 Nov 2022 14 min read
Cloud Coach partners with Main Capital to support continued growth

Cloud Coach partners with Main Capital to support continued growth

5 Jun 2023 3 min read
How to Best Collaborate with Customers During Implementation

How to Best Collaborate with Customers During Implementation

17 Jan 2023 10 min read
How to Create the Perfect Handoff from Sales to Customer Success

How to Create the Perfect Handoff from Sales to Customer Success

11 Nov 2022 14 min read
Cloud Coach Tips & Tricks: Utilizing Field Sets to Enhance Your Project UI

Cloud Coach Tips & Tricks: Utilizing Field Sets to Enhance Your Project UI

20 Oct 2022 7 min read
Work Breakdown Structure (WBS) in Project Management

Work Breakdown Structure (WBS) in Project Management

14 Oct 2022 7 min read
Dashboards in Salesforce for Project Management

Dashboards in Salesforce for Project Management

7 Oct 2022 10 min read
Record Types and Page Layouts in Salesforce

Record Types and Page Layouts in Salesforce

30 Sep 2022 7 min read
Cloud Coach appoints Heather Cooper as new CEO

Cloud Coach appoints Heather Cooper as new CEO

21 Jul 2022 3 min read
Cloud Coach launches Water-Scrum-Fall capabilities for Salesforce

Cloud Coach launches Water-Scrum-Fall capabilities for Salesforce

18 May 2022 3 min read
Case Study: How Cloud Coach replaced spreadsheets, ServiceNow, Sharepoint, MS Project and Outlook at Wellstar

Case Study: How Cloud Coach replaced spreadsheets, ServiceNow, Sharepoint, MS Project and Outlook at Wellstar

2 Mar 2022 6 min read
What you need to know about becoming a Salesforce Administrator

What you need to know about becoming a Salesforce Administrator

24 Jan 2022 3 min read
Is Agile the Future of Project Management?

Is Agile the Future of Project Management?

17 Nov 2021 12 min read
Kanban Boards vs Gantt Charts: What to use?

Kanban Boards vs Gantt Charts: What to use?

11 Oct 2021 12 min read
A Guide to Water-Scrum-Fall Project Management

A Guide to Water-Scrum-Fall Project Management

7 Oct 2021 10 min read
Using Salesforce Kanban Boards for Project Management

Using Salesforce Kanban Boards for Project Management

6 Oct 2021 10 min read
Using Gantt Charts for Project Management in Salesforce

Using Gantt Charts for Project Management in Salesforce

28 Sep 2021 7 min read
Salesforce CPQ for Professional Services Automation

Salesforce CPQ for Professional Services Automation

27 Sep 2021 9 min read
What are Salesforce Milestones?

What are Salesforce Milestones?

24 Sep 2021 6 min read
How to create Reports in Salesforce

How to create Reports in Salesforce

21 Sep 2021 10 min read
Salesforce List Views for Project Management

Salesforce List Views for Project Management

6 Aug 2021 9 min read
Talking Stage-Gates with Hostess Brands

Talking Stage-Gates with Hostess Brands

16 Sep 2021 14 min read
Process Builder vs Flows: navigating Salesforce automation

Process Builder vs Flows: navigating Salesforce automation

19 May 2021 7 min read
6 Cloud Coach features that will help you onboard customers faster on Salesforce

6 Cloud Coach features that will help you onboard customers faster on Salesforce

10 Apr 2021 8 min read
Choosing the right Salesforce-native project management app

Choosing the right Salesforce-native project management app

10 Feb 2021 5 min read
Cloud Coach… going downhill fast

Cloud Coach… going downhill fast

3 Mar 2021 2 min read
The stage gate process: a project management guide

The stage gate process: a project management guide

20 Feb 2021 11 min read
A perfect match: wedding planning with Cloud Coach

A perfect match: wedding planning with Cloud Coach

20 Jan 2021 3 min read
Cloud Coach named Enterprise Project Management Software Provider of the Year

Cloud Coach named Enterprise Project Management Software Provider of the Year

11 Jan 2021 2 min read
What are risks?

What are risks?

19 Jul 2020 4 min read
What is a Baseline?

What is a Baseline?

4 May 2020 4 min read
What is Kanban Project Management

What is Kanban Project Management

13 Apr 2020 8 min read
What is WBS?

What is WBS?

14 Mar 2020 4 min read
Selecting a Project Management Methodology

Selecting a Project Management Methodology

6 Feb 2020 6 min read
What is Waterfall Project Management?

What is Waterfall Project Management?

23 Jan 2020 5 min read
What is a Dependency?

What is a Dependency?

27 Nov 2019 5 min read
What is WAgile Project Management?

What is WAgile Project Management?

30 Oct 2019 8 min read
What is Agile Project Management?

What is Agile Project Management?

23 Oct 2019 6 min read
How can I set rates and costs for a particular skill?

How can I set rates and costs for a particular skill?

19 Jun 2017 5 min read
What are the different ways that I can look at my Milestones project?

What are the different ways that I can look at my Milestones project?

4 Jun 2017 3 min read
How to automate project creation

How to automate project creation

2 Jun 2017 6 min read

Can I track expenses on a project?

26 May 2017 4 min read
Tracking a Key Stakeholder on your Milestones Project

Tracking a Key Stakeholder on your Milestones Project

25 May 2017 3 min read
How can I get a departmental view of our projects?

How can I get a departmental view of our projects?

12 May 2017 7 min read

How Can I Track Project Changes?

7 May 2017 6 min read
How can I get email notifications about new tasks?

How can I get email notifications about new tasks?

5 May 2017 3 min read

Can I Use Project Charters?

30 Apr 2017 6 min read
How can I keep track of my Salesforce maintenance projects?

How can I keep track of my Salesforce maintenance projects?

28 Apr 2017 4 min read
How can I improve my customer onboarding?

How can I improve my customer onboarding?

21 Apr 2017 5 min read

Where can I see all the project details for a client?

21 Apr 2017 5 min read

Can I get a Portfolio View of my Projects?

14 Apr 2017 4 min read
How can I get my team working on projects together?

How can I get my team working on projects together?

14 Apr 2017 5 min read

Where can we see KPIs on our department’s projects?

10 Apr 2017 4 min read

Can we customize projects like we do leads or opportunities?

31 Mar 2017 4 min read

How to Launch a Project from RemedyForce

17 Mar 2017 4 min read
Use Task Health to Keep Projects on Track

Use Task Health to Keep Projects on Track

17 Mar 2017 3 min read

How Can I Group My Projects Together?

13 Mar 2017 4 min read
Launching Projects from Salesforce Cases

Launching Projects from Salesforce Cases

10 Mar 2017 3 min read
Using Project Templates to Streamline Marketing Campaigns

Using Project Templates to Streamline Marketing Campaigns

17 Feb 2017 3 min read

Flagging an Issue on a Project

17 Feb 2017 4 min read

Creating Project Templates

10 Feb 2017 6 min read
Setting Up Rates for Your Cloud Coach Users

Setting Up Rates for Your Cloud Coach Users

3 Feb 2017 5 min read
Which Leadership Style Drives Your Projects?

Which Leadership Style Drives Your Projects?

20 Jan 2017 5 min read
Capturing a Risk Against a Project

Capturing a Risk Against a Project

20 Jan 2017 6 min read
Identifying Late Projects

Identifying Late Projects

16 Jan 2017 5 min read
How to Automate Project Creation

How to Automate Project Creation

30 Dec 2016 5 min read
More Successful Projects through Emotional Intelligence

More Successful Projects through Emotional Intelligence

30 Dec 2016 5 min read
Baselining your Projects Using Snapshots

Baselining your Projects Using Snapshots

12 Dec 2016 5 min read
Manage Your Projects in a Single View

Manage Your Projects in a Single View

9 Dec 2016 5 min read
Four Modern Methodologies to Reduce Project Management Stress

Four Modern Methodologies to Reduce Project Management Stress

9 Dec 2016 4 min read
7 Steps to Avoid Project Failure with a Project Pre-Mortem

7 Steps to Avoid Project Failure with a Project Pre-Mortem

2 Dec 2016 4 min read
Linking Your Shared Documents to Projects

Linking Your Shared Documents to Projects

2 Dec 2016 5 min read
PM: Project Manager or Profit Manager?

PM: Project Manager or Profit Manager?

23 Nov 2016 2 min read
Align Projects to Business Strategy

Align Projects to Business Strategy

16 Nov 2016 4 min read
4 Steps to Implementing Project Portfolio Management [Infographic]

4 Steps to Implementing Project Portfolio Management [Infographic]

21 Oct 2016 1 min read

Creating a Financial Reporting Button for your Investments

17 Oct 2016 7 min read
Measuring Performance in Professional Service Organizations

Measuring Performance in Professional Service Organizations

14 Oct 2016 6 min read

Automating Project Creation

7 Oct 2016 6 min read

Defining a Customer Onboarding Process [Infographic]

4 Oct 2016 1 min read
Monitoring Project Trends with Salesforce Reporting Snapshots

Monitoring Project Trends with Salesforce Reporting Snapshots

26 Sep 2016 11 min read
Reduce Customer Churn with a Better Onboarding Process

Reduce Customer Churn with a Better Onboarding Process

20 Sep 2016 7 min read
Using Formula Fields to Calculate Earned Value on Projects

Using Formula Fields to Calculate Earned Value on Projects

16 Sep 2016 14 min read
5 Reasons Your Customer Onboarding Should be Handled as a Project

5 Reasons Your Customer Onboarding Should be Handled as a Project

16 Sep 2016 5 min read
Strategic Goals and Investments with Cloud Coach PPM

Strategic Goals and Investments with Cloud Coach PPM

11 Sep 2016 9 min read
The Role of Project Management in Change Management

The Role of Project Management in Change Management

11 Sep 2016 4 min read
The Essentials of Project Risk Management

The Essentials of Project Risk Management

26 Aug 2016 7 min read

Managing Changes, Issues and Risks to your Projects

26 Aug 2016 5 min read
6 Steps to Get Your Project Back on Track

6 Steps to Get Your Project Back on Track

19 Aug 2016 4 min read
Using Rates to Manage Your Billable Projects

Using Rates to Manage Your Billable Projects

5 Aug 2016 10 min read
The Role of Rates and Time in Project Profitability

The Role of Rates and Time in Project Profitability

4 Aug 2016 6 min read
Project Management Reporting Beyond Percentage Complete

Project Management Reporting Beyond Percentage Complete

21 Jul 2016 5 min read
Track Project Expenses with Salesforce Reports

Track Project Expenses with Salesforce Reports

20 Jul 2016 13 min read

Leveraging Approval Processes for Change Requests

15 Jul 2016 13 min read
Launching Projects from Service Cloud Cases

Launching Projects from Service Cloud Cases

11 Jul 2016 8 min read
Better Case Management with Cloud Coach

Better Case Management with Cloud Coach

7 Jul 2016 4 min read
How CIOs Can Use Soft Skills to Align Effort with Business Strategy

How CIOs Can Use Soft Skills to Align Effort with Business Strategy

24 Jun 2016 5 min read
Managing Project Issues

Managing Project Issues

13 Jun 2016 8 min read
Defining Project Scope

Defining Project Scope

9 Jun 2016 6 min read
Best Practices in Project Execution

Best Practices in Project Execution

24 May 2016 6 min read

Managing Your IT Project Funnel

21 Apr 2016 3 min read

The High Cost of Project Failure

13 Apr 2016 4 min read

Manage Scope Creep

21 Mar 2016 8 min read

Automatically Create a Meeting Based on Project Health

24 Feb 2016 6 min read

Automatically Create A New Project Kickoff Meeting

17 Feb 2016 6 min read

Focus on Strategy over Projects – The Growth of PPM

22 Jan 2016 6 min read

Using Process Builder to Alert Project Managers of Task Health Changes

5 Jan 2016 5 min read

Project Management Equilibrium

17 Dec 2015 6 min read

Automate Project Tracking with Salesforce Scheduled Reports

9 Dec 2015 10 min read

Manage Project Security with Page Layouts and Field-Level Security

2 Dec 2015 10 min read
Using Cloud Coach Project Templates

Using Cloud Coach Project Templates

24 Nov 2015 5 min read
Improve Project Communication with Cloud Coach

Improve Project Communication with Cloud Coach

28 Oct 2015 4 min read
10 Reasons Your PSA Solution Should Be Built On Salesforce

10 Reasons Your PSA Solution Should Be Built On Salesforce

21 Oct 2015 5 min read

Project Meetings Made Easy

14 Oct 2015 3 min read

The Role of Gantt Charts in Project Management

5 Oct 2015 4 min read
Tracking Time on Your Projects and Tasks

Tracking Time on Your Projects and Tasks

25 Sep 2015 7 min read
Do you need Professional Services Automation (PSA)?

Do you need Professional Services Automation (PSA)?

17 Sep 2015 4 min read

Easily Standardize Project Communications Using Salesforce Email Templates

16 Sep 2015 13 min read
Finding a Solution for Project Management on the Salesforce Platform

Finding a Solution for Project Management on the Salesforce Platform

11 Sep 2015 3 min read
Manage Changes to Your Projects with Field History

Manage Changes to Your Projects with Field History

9 Sep 2015 7 min read

Customize Your Cloud Coach with New Fields

19 Aug 2015 11 min read

Using Cloud Coach for IT Project Management with BMC Remedyforce

13 Aug 2015 1 min read

Dig into Cloud Coach Project Details with Matrix Reports

11 Aug 2015 8 min read

Manage Client Retainers

5 Aug 2015 4 min read

Building Salesforce Dashboards to Visualize Your Project Data

29 Jul 2015 11 min read

Project Reporting in Cloud Coach

27 Jul 2015 3 min read

Creating Salesforce Reports Using Your Cloud Coach Objects

22 Jul 2015 8 min read

Tracking Your Project Status Updates

13 Jul 2015 5 min read
Client Rate Cards in Cloud Coach

Client Rate Cards in Cloud Coach

10 Jul 2015 5 min read
Make Your Project Work for You – Workflows

Make Your Project Work for You – Workflows

8 Jul 2015 10 min read

Monitoring Your Project Costs, Rates, and Utilization in Cloud Coach

29 Jun 2015 5 min read

Project Resourcing in Cloud Coach

22 Jun 2015 5 min read

Using Cloud Coach Project Structure

15 Jun 2015 4 min read

Creating a Project from Remedyforce

8 Jun 2015 2 min read

Benefits of the Salesforce Shared Platform for your ITSM and Project Management Solution

1 Jun 2015 3 min read
Effective Project Management

Effective Project Management

9 Feb 2015 1 min read

3 Elements of Successful Project Delivery

1 Feb 2015 3 min read
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