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Cloud Coach Enterprise

Professional Services Automation and Project ROI

Cloud Coach Enterprise provides the tools that power professional services and project delivery. With automation built throughout you can get more done with less and track project progress, financials and profitability seamlessly. When bumps in the road appear, such as risks or issues, no problem – we’ve got you covered.

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Create Projects

From your favorite SF records
Whether it’s a professional service project, internal development, or a marketing campaign, Cloud Coach Enterprise lets you launch projects directly from your favorite Salesforce records.
  • Get a 360° of your account projects
  • Launch projects based on business processes
  • Connect to any Salesforce objects
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Launch Quickly

With project templates
Don’t start every project from scratch. Use your own best-practice project templates to launch new projects quickly. You can even automate project creation from templates using Process Builder and your own business needs.
  • Pre-assign resources to tasks
  • Use templates to follow best practices
  • Automate creation based on your rules
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Next Generation

Gantt charts
Cloud Coach’s next generation Gantt Charts let you become the master of your project timelines. Quickly filter down late tasks on your critical path and request status updates from the team, all from the same page.
  • Manage your project from a single screen
  • Use project snapshots to baseline projects
  • See the tasks impacting your timeline at-a-glance
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Assign Project Tasks

Based on skills
Get the right person for the task with skills-based resourcing. Split tasks across multiple team members. Add required skills or individual resources to your project templates to make task assignments even quicker.
  • Monitor resource capacity and team workload
  • Request resource time for future projects
  • Forecast team availability for work
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Track Time

Simply and FAST
How long do your tasks actually take? Are your delivery estimations accurate? With Cloud Coach Enterprise, you can take the hassle out of time tracking by easily capturing your time entries as you work, then fill in any gaps on the easiest to use timecard on the market.
  • Easiest time tracking on the market
  • Genius suggestions to help you out
  • Timecard approval for billing
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Keep Track of Progress

Across all your projects
Managing multiple projects? With simple list views, you can visualize how all of your projects are progressing on a single screen. Running multiple projects for a key customers, get the same view from your account related list
  • Easily customize views using Salesforce list views
  • Take quick action with management panels
  • Custom views for each user
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Risks, Issues, Change

Manage them all effectively
Running projects effectively often involves juggling more balls than just timelines. With Cloud Coach throughout your project delivery lifecycle you can:
  • Identify, mitigate and resolve risks
  • Track issues against your projects
  • Manage project change requests
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Documentation

Documents, Meetings, Requirements
To get the full picture of your project, tracking documentation is critical, that’s where Cloud Coach can help give you the edge with:
  • Store all of your project documents
  • Meeting minutes repository
  • Capture project requirements
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Keep Stakeholders Informed

Share project status with customers
Whether you’re dealing with a client facing project or managing an internal IT effort, you have internal and external stakeholders to manage and keep informed.
  • Share real time project status with customers
  • Track internal and external project stakeholders
  • Send automated alerts to stakeholders
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Full Cost Tracking

Project profitability & ROI
Track planned and actual labor and material costs for each project to get a full picture of project profitability. Rate cards allow you to track labor costs and ensure accurate billing for your efforts.
  • Apply rates to time to measure cost of delivery
  • Easily enter multiple expenses on a single page
  • Track projected versus actual profit and costs
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Lightning or Classic?

Cloud Coach runs seamlessly
Whether you’re an early adopter of Lightning or still run in Classic, Cloud Coach Enterprise will run seamlessly in both interfaces. You don’t need to worry no matter what interface your org runs now or in the future.
  • Single-page project management
  • Easy to implement and install
  • Works for your entire organization
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Want to Learn More?

We’d be happy to provide a bespoke 1:1 demo on how Cloud Coach can benefit for your business.

Schedule a Demo

Schedule a tailored demo with one of our project specialists.

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