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- Customer Success
- Professional Services Automation
- Project Management
- Project Portfolio Management
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Compare Cloud Coach Tiers
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Scroll It To Right
Starter
0
/month
for your first 10 users
A Great Starting Point to Run Your Projects on Salesforce
Team
49
/month
per user (10 users free with a 10 user purchase)
Customer Onboarding & Project Management for Growing Teams
ENTERPRISE
89
/month
per user (25 user minimum)
Professional Services Automation & Enterprise Project Management
Methodologies
Waterfall
Water-Scrum-Fall
Agile (Kanban)
Professional Services Automation (PSA)
Milestone Processes
Stage Gates
Project Portfolio Management (PPM)
Scaled Agile Framework (SAFE) *
Project Creation
Project Templates
Ad Hoc Projects
Link projects to any Salesforce record
Opportunity to Project Automation
Project Charters
CPQ to Project Automation
Demand Intake & Handling
Timelines / Schedules
Gantt charts
Kanban boards
List Views
Phased Task Groupings
Task Dependencies
Critical Path
Project Baselines
Task health
Cross / Multi Project
Cross Project Gantt View
Cross Project List View
Cross Project Health Summary View
Cross Project Milestone Summary View
Cross Project Stage Gate Summary View
Project to Project Dependencies
Project to Project roll ups
Resource Management
Simple Task Assignments
Mass Resource Assignments
Work Types
Time Based Resourcing
PTO Management
Expertise
Capabilities
Skills Based Resourcing
Task Based Resourcing
Pick Up / Queue Assignment
FTE Capacity Forecasting
FTE Capacity Forecasting by Business Unit
Customer & External Collaboration
Real Time External Project View (Read Only)
Customer Deliverables *
Customer Community
Partner Community
Project Controls
Risk Tracking
Change Requests / Management
RAID
Project History Snapshots & Trends *
Quick and Simple Time Tracking
Track time on Project work
Track time on Cases
Track time on ITSM work
Track time on any Salesforce record
Track time on Admin work
Quick Time Entry
Chatter Time Entry
Weekly Timecards
AI Powered Timecard Genius
Project Time Consolidated View
Time Entry Approval
Timesheet Approval
Powerful Professional Services Automation
Actual vs. Planned Project Costs
Project Financials
User Costs and Rates
Skill Based Rate Cards
Client Retainers
Project Profitability and ROI
Project Expense Tracking and Approvals
Earned Value Management
Resource Utilization Metrics
Invoices
Revenue Recognition
Multi Currency
Portfolio Management for the Global Enterprise
Demand Intake
Portfolio Management
Business Units
Functional Areas
Company Strategic Goals
Investment Scoring
Cost v Benefit Analysis
Program Management
Planned v Actuals
CAPEX & OPEX
Documentation & Collaboration
Chatter
File Uploads
Project Documentation Consolidation
Requirements Management
Project Goals
ITSM Collaboration #
Case Collaboration #
Automated Meeting Creation
Meeting Minutes & Actions
Stakeholder Management
RACI
Real Time Reporting Insights
Report on all project data
Included Reports
Customize existing reports
Create your own new reports
Benchmark highlighting
Schedule and email reports
Threshold reporting notifications
KPI Dashboards
Historical project reporting
Tableau CRM Analytics
Project Management Dashboard*
Resource Managment Dashboard*
PSA Dashboard*
PPM Dashboard*
Configure Cloud Coach to your Needs
Custom Fields
Workflow Rules
Process Builder
Flows
Field Sets and Page Layouts
List views
Approval Processes
Custom Lighting Tabs
Record Type Support
Dynamic Project Layouts
Platform & Security
Data stored on Salesforce.com servers
User Access Profiles / Permissions
Record Level Security
Field Level Security
ITSM Integration
3rd Party Tool Integration
Platform Access (CC Use Only)
Tableau CRM Analytics (CC Use Only)
* Indicates soon to be available functionality
# Indicates users also need subscription to CRM and/or ITSM tool
# Indicates users also need subscription to CRM and/or ITSM tool
Prices per month, billed annually.
See Cloud Coach In Action
Cloud Coach is secure and customisable platform for successfully delivering projects of all shapes and sizes.