Explore Our Library
Your library with the latest insights, product news, and expert webinars designed to help your team deliver projects smarter and scale faster.
Explore Our Library
Your library with the latest insights, product news, and expert webinars designed to help your team deliver projects smarter and scale faster.
JES is saving hours thanks to Cloud Coach Gantts
Team members now have complete project oversight
JES can quickly and easily update clients on the status of projects
“With Cloud Coach we lose less time because, at a glance, we can clearly see exactly where we are on any given project. There’s now granularity on who needs to do what, and when.”
Paul Antoine
Salesforce Project Manager
Key Capabilities
The challenges
The solutions
The challenge
JES was using a legacy CRM called Queries. In order to provide the required functionality, the tool became increasingly customized, making it difficult to manage. The solution
Cloud Coach’s Gantt charts are combined with Salesforce Flows, ensuring they are created automatically for new projects.
JES is also able to take advantage of project templates for similar or repeatable projects, meaning team members can easily see what tasks need to be completed.
The challenge
The legacy tool was unsuited to project management. With no Gantt chart functionality, projects could only be managed with basic text and date fields. In addition, tasks could only be assigned to a small number of individuals, making project oversight incredibly difficult. The solution
Thanks to Cloud Coach, JES now has complete oversight of its projects, ensuring there is no more confusion as to project status, or who has been assigned an individual task. Projects are now far easier to manage, with team members now able to see, at a glance, what tasks have been completed, when they were completed, and by who. The challenge
Using the old CRM became a time-consuming process. Because the tool had reached the limits of its capabilities, even simple tasks such as starting a new project became difficult, impacting on the efficiency of the JES team. The solution
Initiating new projects on Cloud Coach can be done at the click of a button, saving the JES team hours when compared to the previous solution.No Workarounds.
No Lost Hours.
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