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.
Tier categories: ULTIMATE
Leverage the power of Salesforce approval workflows to ensure time gets approved in an expedient manner so your invoices all go out on time. Route time to different managers according to your business rules Send rejected time entries back to users to get more details Leverage delegated approvers when your out of office
ANY PROJECT Whether the start point for your project is an opportunity, a case or a custom object, leverage our clone helper to automate the creation of the right project based on your business rules. “Cloud Coach has empowered us to move off of different systems to streamline and optimize our processes.” JACKSON WITHERILL Senior
Use best practice project templates and Salesforce flows to automatically create projects from any Salesforce record and process you have Select Template based on customer object details Pass details from your Custom Object to the Project Or if you don’t want to use automation use our project creation wizard available in the related record of
CUSTOMER SUCCESS 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.