Solutions

Customer Onboarding
Capabilities include project timelines, resource management, and stakeholder collaboration.

PSA
Manage, track and enhance your project delivery processes efficiently.

Customer Success
Manage account goals, tickets, and stakeholders while gaining full customer journey insights from onboarding to renewal.

Project Management
Everything you need to run your projects on Salesforce. Choose from Waterfall, Agile or Water-Scrum-Fall, track time and use repeatable project templates.
Features

Customer Health

Resourcing

Reporting & Dashboards

Timelines & Collaboration

Time Entry

Meeting Automation

Financials & Billing

Productivity
Why Cloud Coach
Customers
Resources

Library

Blog

Videos

Partners

Competitor Comparisons

Articles

Cloud Coach Comparisons

G2 have compared the leading project management and PSA software, to give you an honest opinion on each tools strengths and weaknesses.

At a Glance...

*Kantata is not native to Salesforce

*Gainsight is not native to Salesforce

*Totango is not native to Salesforce

Trusted on G2 and Salesforce Appexchange

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ProfessionalServicesAutomation HighPerformer Americas HighPerformer

ProfessionalServicesAutomation HighPerformer HighPerformer

ProfessionalServicesAutomation HighPerformer Mid Market Americas HighPerformer

ProfessionalServicesAutomation HighPerformer Mid Market HighPerformer

ProfessionalServicesAutomation MomentumLeader Leader

ProfessionalServicesAutomation UsersMostLikelyToRecommend Enterprise Nps

ProjectandPortfolioManagement BestSupport Enterprise QualityOfSupport

ProjectandPortfolioManagement HighPerformer Enterprise HighPerformer

ProfessionalServicesAutomation UsersMostLikelyToRecommend Enterprise Nps (1)

ProfessionalServicesAutomation MomentumLeader Leader (1)

users love us

Trusted on G2 and Salesforce Appexchange

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