Cloud Coach

Cloud Coach Professional

The tactical solution for growing businesses looking for project success

Cloud Coach Professional builds upon & adds to the great  capabilities that you get with our always FREE Fundamentals tier, putting you in the driver’s seat to Project Success.

Organize

Projects into phased deliverables

As the needs of your business grow, it’s natural to want to create larger projects and organize them into grouped deliveries along the way. Introduced with our Professional tier ‘Phases’ allow you to

  • Organize tasks into groups of work
  • Plan and visualize phased delivery
  • Use phases to track milestones
APPLICABLE TO PROFESSIONAL COACH TIER

Meet Better

And save yourself time

Bring visibility & clarity to your projects, by planning and capturing your meeting minutes and action items from right within Cloud Coach. Using meeting templates to follow best practices and add coaching notes to help new team members get up to speed fast:

  • Automate your meeting process
  • Use coaching notes to help your team
  • Track action items to completion
APPLICABLE TO PROFESSIONAL COACH TIER

Share Information

With your customers

When your delivering client facing projects why not bring your customers into the picture with our external view and communities support you can: 

  • Provide a license free view of a project 
  • Share project updates in real time 
  • Share your project meeting minutes
APPLICABLE TO PROFESSIONAL COACH TIER

Manage

The capacity of your team

Using Fundamentals you can already assign out your project tasks to your team. Building on that in 2020 capacity based resourcing is coming for your Professional users including:

  • View gaps in your assignments
  • See capacity across your team
  • Block your users time for key projects
APPLICABLE TO PROFESSIONAL COACH TIER

Track Time

On any Salesforce record

Capture, measure and report on the time you are spending on project delivery and more, with the most user friendly time tracking on the planet:

  • Track project related time
  • Track time spent on cases
  • Route timesheets for approval
APPLICABLE TO PROFESSIONAL COACH TIER

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 bespoke demo with one of our project specialists.

Thank you

A Cloud Coach advisor will be in contact by email within one working day to arrange your demo.