CUSTOMER ONBOARDING 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
Tier categories: STARTER
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
CUSTOMER ONBOARDING 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.
CUSTOMER ONBOARDING 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.