Cloud Coach Vs TaskRay

Looking for a seamless and efficient Customer Onboarding and Project Management solution tailored to your business requirements? Your search ends here. Discover why top-tier companies trust Cloud Coach as their PSA solution.

At a Glance...

TaskRay and Cloud Coach are two leading options for organizations seeking efficient project management and customer onboarding solutions within Salesforce. TaskRay, a well-established app on the AppExchange, provides a range of features tailored to streamline project workflows and enhance customer experiences. 

TaskRay is built on the Salesforce platform, making it a native solution for project management and customer onboarding within Salesforce. This native integration ensures seamless data flow and compatibility with Salesforce Sales and Service Clouds, allowing users to leverage their existing Salesforce infrastructure for streamlined project workflows and enhanced customer experiences.

On the other hand, Cloud Coach offers a comprehensive suite of functionalities, making it particularly well-suited for larger organizations with complex requirements. With features spanning project management, resource planning, time tracking, financial management, and more, Cloud Coach provides a robust solution for managing projects and professional services within Salesforce.

Cloud Coach Vs TaskRay on G2

Screenshot 2024 03 05 at 14.33.59
  • Cloud Coach
  • TaskRay
Cloud CoachTaskRay
G2 Rating4.6 out of 5 stars4.3 out of 5 stars
Meets Requirements 8.88.5
Ease of Setup 8.48.3
Ease of Use 7.67.4
Ease of Admin 8.28.2
Quality of Support 9.19.1
Product Direction 9.68.3

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Let's Compare Features

Screenshot 2024 03 07 at 10.54.42
  • Cloud Coach
  • TaskRay
Cloud CoachTaskRay
Creation & Assignment8.68.2
Due Dates 8.88.7
Task Prioritization 8.67.9
Dependencies 8.57.2
Drag and Drop 8.58.1
Templates8.68.2
Gantt 8.97.5
Calendar View8.46.3
Project Budgeting8.25.3
Issue Tracking8.46.5
Time & Expense8.46.7
Resource Allocation8.66.6
Capacity8.38.4
Scheduling8.46.9
Portal7.46.7

Learn more about Customer Onboarding with Cloud Coach

Reasons Why Customers Choose Cloud Coach

Native Salesforce Integration

Cloud Coach offers seamless integration with Salesforce, allowing users to leverage their existing Salesforce infrastructure and data. This integration streamlines processes and enhances efficiency by consolidating all project management and professional services activities within the Salesforce ecosystem.

Comprehensive Functionality

Cloud Coach provides a comprehensive suite of features for project management, resource planning, scheduling, collaboration, risk management, PSA (Professional Services Automation), time tracking, billing, project accounting, and portfolio management. 

Enhanced Visibility and Collaboration

Cloud Coach enhances visibility and collaboration by offering robust reporting and external sharing capabilities. Users can generate insightful reports and share them externally, fostering collaboration with customers and stakeholders. 

The #1 software to manage your full customer journey on Salesforce

ProjectandPortfolioManagement BestSupport Small Business QualityOfSupport
ProfessionalServicesAutomation HighPerformer Americas HighPerformer
ProfessionalServicesAutomation HighPerformer HighPerformer
ProjectManagement HighPerformer Mid Market Americas HighPerformer
ProjectandPortfolioManagement EasiestToDoBusinessWith Mid Market EaseOfDoingBusinessWith

Want to see Cloud Coach in action?

Our pricing is simple and scalable, discounted by the length of the contract term and the volume of users committed. 

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