Cloud Coach Starter

The no-risk way to get started with Project Management on Salesforce

People differ, teams differ and projects differ. So why restrict yourself by using a project management tool that only supports one methodology? Cloud Coach lets you pick the methodology that is best for every project, be it waterfall, agile or water-scrum-fall. Even better, with Cloud Coach Starter your first 10 users are also free making it a risk-free option for you to try (don’t let the lack of price tag fool you, Starter delivers many of the features other vendors charge for!).

Create Projects

From your favorite SF records

Whether it’s an onboarding project after an opportunity closes, or tradeshow planning for a marketing campaign, Cloud Coach Starter lets you launch projects directly from your favorite Salesforce records.

Create projects from opportunities
Launch directly from campaigns
Manage cases as projects

APPLICABLE TO ALL CLOUD COACH TIERS

Use Project Templates

To follow best practices

If you’re like most businesses, you might run the same process over and over. That’s where project templates come in, allowing you to follow your best practices every time. You can even automate project creation from templates using Process Builder.

Create your own best-practice project templates
Update templates with lessons-learned
Streamline launch using Process Builder

APPLICABLE TO ALL CLOUD COACH TIERS

Your Choice

Waterfall, Agile or Water-Scrum-Fall

Whether you prefer working with a Gantt style timeline or a Kanban board, Cloud Coach Starter allows you to view your project in multiple ways. And if you have trouble making your mind up, changing between views is as simple as clicking a button.

Traditional Gantt views give you a timeline view
Agile boards with drag-and-drop updates
Or view all tasks in a spreadsheet like list view

APPLICABLE TO ALL CLOUD COACH TIERS

Assign Project Tasks

To your team

You’re probably not planning on working on projects alone, so we’ve made it easy for you to assign project tasks to your team. You can even add resources to your project templates for even quicker assignment of work.

Assign work to individual team members
See at-a-glance which tasks are unassigned
Use templates to speed up resource allocations

APPLICABLE TO ALL CLOUD COACH TIERS

See All Your Tasks

In one place

No matter how many projects you are working on at any one time, your ‘My Day’ view gives you a single place to see all the tasks you have assigned to you across every project. Better still, you can pick your favorite way to see your work from schedule list views.

See what is due when with timeline views
Drag-and-drop to updates on the Kanban board
See a more information with the list view

APPLICABLE TO ALL CLOUD COACH TIERS

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 ALL CLOUD COACH TIERS

Report On All Your KPIs

In real time

All your Starter project data can be accessed through the reports and dashboards in Salesforce that you already use. There’s no need to learn new skills to report on your project KPIs.

Use our out-of-the box reports and dashboards
Create your own custom reports
Add project reports to Executive Dashboards

APPLICABLE TO ALL CLOUD COACH TIERS

Cloud Coach Starter

The no-risk way to get started with Project Management on Salesforce

Create Projects

Use Project Templates

Your Choice

Assign Project Tasks

See All Your Tasks

Track Time

Report On All Your KPIs

Thank you

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

Schedule a bespoke demo with one of our project specialists.