Join Cloud Coach at Dreamforce 2024
Run your Customer Onboarding Projects, Professional Services Automation and Customer Success processes, right within Salesforce.
One Tool,
Three Market-Leading Modules
It starts with a strong core. Built on our best-in-class project and task management solution, our modules allow you to select what adds value to your business, whether it’s delivering faster time to value for your customers, maximizing services profitability, or driving a higher NRR.
Customer Onboarding
Deliver faster time to value for your clients, leveraging best practices to shorten the time from project kickoff 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.
Professional Services Automation
Maximize the profitability and utilization of your services team with forecasting, tracking and insights into your most important financial outcomes.
- Revenue Recognition & Billing - Actualize revenue in real time as projects and time entry develop, no matter what your billing model is.
- Time Entry & Utilization - Accurate utilization metrics across users and departments are fed in by a flexible time entry solution your users won’t resent.
- Financial Reporting - Easily track financial KPIs such as margin, burndown, EVM, and more.
Customer Success
Drive a higher NRR by centralizing your success planning and customer health metrics in one place.
- Customer Scorecards - Gain insights into customer health with comprehensive scorecards, empowering stronger relationships and renewal anticipation.
- Account View - Monitor customer success scores with proactive alerts for improved support and retention.
- Track Project Time - Record billable work effortlessly, ensuring accurate resource utilization.
Come and Find us at Booth 1217
Schedule a meeting with us ahead of time to bypass booth traffic!
Customer Onboarding
PSA
Customer Success
