Manage your full customer journey on Salesforce
Plan, execute, and iterate your most crucial delivery processes with the highest-rated Customer Onboarding, Customer Success & PSA solution native to Salesforce.
Join the thousands of companies that have saved time & money with Cloud Coach.
Built natively on
Cloud Coach is a secure and scalable solution built on Salesforce helping organizations deliver successful projects of all shapes and sizes.
Customer Onboarding
Cloud Coach includes a full suite of Project Management capabilities from project planning, and execution, to close.
- Project Timelines - Manage your project schedules from key dates, milestones, and tasks.
- Resource Management - Plan, forecast, and assign resources by role, skill, location, and more.
- Collaboration - Engage and collaborate with both internal and external stakeholders across projects, meetings, and open actions.
Customer Onboarding
Cloud Coach includes a full suite of Project Management capabilities from project planning, and execution, to close.
- Project Timelines - Manage your project schedules from key dates, milestones, and tasks.
- Resource Management - Plan, forecast, and assign resources by role, skill, location, and more.
- Collaboration - Engage and collaborate with both internal and external stakeholders across projects, meetings, and open actions.
Customer Onboarding
Cloud Coach includes a full suite of Project Management capabilities from project planning, and execution, to close.
- Project Timelines - Manage your project schedules from key dates, milestones, and tasks.
- Resource Management - Plan, forecast, and assign resources by role, skill, location, and more.
- Collaboration - Engage and collaborate with both internal and external stakeholders across projects, meetings, and open actions.
Curious about pricing?
Our pricing is simple and scalable, discounted by the length of the contract term and the volume of users committed.
Trusted by Thousands of
Happy customers
"In our business, we must report actuals to clients on a weekly basis with details around where the hours are being incurred. The Kanban boards with the Cards feature allows us to track estimates/ETC's and actual time at an itemized level for easy reporting back to the client."
"Cloud Coach offers an easy and customizable way for our delivery team to track time against their work, with Cloud Coach sitting on top of Salesforce we also can report on projects to our finance and executive leadership teams."
"The best part of Cloud Coach is how easy is it to create custom reports and dashboards within the platform while also being able to export data for more complex analysis. This functionality allows me to get the information I need quickly to solve problems and answer questions accurately. "
"In our business, we must report actuals to clients on a weekly basis with details around where the hours are being incurred. The Kanban boards with the Cards feature allows us to track estimates/ETC's and actual time at an itemized level for easy reporting back to the client."
"Cloud Coach offers an easy and customizable way for our delivery team to track time against their work, with Cloud Coach sitting on top of Salesforce we also can report on projects to our finance and executive leadership teams."
"The best part of Cloud Coach is how easy is it to create custom reports and dashboards within the platform while also being able to export data for more complex analysis. This functionality allows me to get the information I need quickly to solve problems and answer questions accurately. "
Onboarding & Customer Success
Professional
Services
Project Portfolio Management
Any Project
Process
Onboarding & Customer Success
Onboarding Benefits
- Consistent customer onboarding experience
- Increased project delivery capacity
- Better billable utilization
- Improved customer CSAT scores across your entire customer journey
- Real-time resource forecasting
- Decreased training time and costs
Professional
Services
Professional Services Automation
- Increased billable utilization and profit margin
- Real-time project billings and revenue recognition
- Increased billable capacity
- Decreased training time and costs
- Better process control
- Increased visibility for project and employee performance
Project Portfolio Management
Project Portfolio Management
- Alignment of project selection to organizational strategy
- Increased visibility with project portfolio and employee performance
- Improved project governance with stage gates
- Better communication with impacted business stakeholders
- Better process control
- Decreased training time and costs
Any Project
Process
Any Project Process
- Improved project governance with templates
- Better process control
- Proactive resource planning
- Fewer late running tasks
- Decreased project costs
- Improved employee satisfaction
- Decreased training time/costs
Want to see Cloud Coach in action?
Our pricing is simple and scalable, discounted by the length of the contract term and the volume of users committed.
