Capabilities include project timelines, resource management, and stakeholder collaboration.
Manage, track and enhance your project delivery processes efficiently.
Manage account goals, tickets, and stakeholders while gaining full customer journey insights from onboarding to renewal.
Everything you need to run your projects on Salesforce. Choose from Waterfall, Agile or Water-Scrum-Fall, track time and use repeatable project templates.
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Solutions
Capabilities include project timelines, resource management, and stakeholder collaboration.
Manage, track and enhance your project delivery processes efficiently.
Manage account goals, tickets, and stakeholders while gaining full customer journey insights from onboarding to renewal.
Everything you need to run your projects on Salesforce. Choose from Waterfall, Agile or Water-Scrum-Fall, track time and use repeatable project templates.
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Features
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Resources
Cloud Coach Certifications
Whether you’re looking to bolster your own personal certification stack and resume, or just looking to help administer Cloud Coach for your business our certification tracks are a great tangible way to demonstrate that you know your way around Cloud Coach. And if you’re looking for a new revenue stream to your business then becoming a Cloud Coach consultant and implementing Cloud Coach could be a great way forward for you and your business. Want to know more? We’d love to hear from you.
Cloud Coach
My Day
- Meetings
- Time Tracking
- My Day
- Pick Up Resourcing
Cloud Coach
Power User
- Project Creation
- Stakeholder Management
- Milestones
- Stage Gates
- Waterfall
- Kanban
- Water-Scrum-Fall
- Files & Links
- Meetings
- Risks, Issues & Change
- Time Tracking
- My Day
- Costs
- Financial Benefits
- Cross Project Views
- Reporting & Dashboard
- Work Types
- Expertise
- Capabilities
- Time Based Resourcing
- Load Based Resourcing
- Pick Up Resourcing
- FTE Capacity Planning
- Resource Utilization
- Project Setup
- Revenue Recognition
- Invoices
Cloud Coach
Administrator
- Project Creation
- Financial Benefits
- Cross Project Views
- Reporting & Dashboard
- Work Types
- PTO Management
- User & Subscription Management
- Permission Set Management
- Project Setup
- Record Types
- Field Set Management
- Kanban Process Setup
- Milestone Process Setup
- Stage Gate Process Setup
- Sample Data Loading
- Automation Best Practices
- Revenue Recognition
- Invoices
- Adding Record Types
- Custom Settings
Topics
Cloud Coach
My Day
Cloud Coach
Power User
Cloud Coach
Administrator
