*Sourced from independent G2 reviews.
1. Introduction
A close to 11 year app on the AppExchange, Milestones PM+ by Passage Technologies was built from the free open source Salesforce labs Milestones PM product. Passage Technologies sells a suite of apps primarily targeted to Salesforce admins, as opposed to specializing in just project management like many other vendors such as Inspire Planner do.
Read on to see our side by side comparison between the Cloud Coach Starter Tier and Milestones PM+ by Passage Technologies.
Starter
Milestones PM+
Enterprise
Ultimate
2. Plays Nice With Salesforce
Cloud Coach
Cloud Coach is built 100% natively on the Salesforce platform and offers seamless connection to Salesforce Sales and Service Clouds, meaning you can:
- Links to accounts, opportunities & cases
- Ability to add custom fields
- Configure your page layouts & displays
- Create your own custom reports and dashboards
- Implement point and click custom Workflows & Approvals
Â
Importantly with Cloud Coach your data is stored and managed 100% on Salesforce, so you don’t need to worry about data security issues.
Milestones PM+ by Passage Technologies
Milestones PM+ by Passage Technologies is also built natively on the Salesforce platform, so you get access to all the same capabilities as described to the left with Cloud Coach, including:
- Links to accounts, opportunities & cases
- Ability to add custom fields
- Configure your page layouts & displays
- Create your own custom reports and dashboards
- Implement point and click custom Workflows & Approvals
Cloud Coach
1 v 1
Milestones PM+
Plays Nice With Salesforce - Opinion
Result: Tie
If you want a solution that works seamlessly on Salesforce, there’s not a lot to separate between these two solutions. One difference is that Cloud Coach requires your Salesforce Org to be Enterprise edition or above, while Milestones PM+ will run on Salesforce Essentials or Professional edition favoured by many smaller businesses.
3. Project Management
Cloud Coach
Cloud Coach has a strong set of feature support for project management including:
- Waterfall Projects
- Agile (Kanban) Projects
- Water-Scrum-Fall
- Project Templates
- Project Health Views
Milestones PM+ by Passage Technologies
Milestones PM+ by Passage Technologies has a broad set of project management feature support that will satisfy most the needs of smaller SMB’s including:
- Gantt or Agile Board views
- Project Templates
Cloud Coach
2 v 1
Milestones PM+
Project Management - Opinion
Result: Cloud Coach
If you’re currently looking for, or might need in the future more flexible project management functionality, there’s more project management capability available to your team with Cloud Coach than with Milestones PM+ by Passage Technologies.
4. Resource Management
Cloud Coach
Managing people, resources and skills is key to the success of any organization, and a key piece of functionality in any professional services automation (PSA) solution, here Cloud Coach has extensive capabilities including:
- Capacity Planning
- Project Assignments by Work Type / Skill
- Soft & Hard bookings
- PTO & Out of Office Handling
Milestones PM+ by Passage Technologies
Milestones PM+ by Passage Technologies has minimal resource management capability beyond being able to tag assign individual users to specific tasks.
Cloud Coach
3 v 2
Milestones PM+
Resource Management - Opinion
Result: Tie
While we have scored this as a tie, remember this is a score from the top tier of Milestones PM+ against the lowest tier of Cloud Coach, so should you ever need in the future more resource management capabilities then Cloud Coach would be the way to go.
5. Time Tracking
Cloud Coach
Tracking time is probably one of your team’s least favorite parts of their workday, but it’s important for your business to track performance against KPIs, here Cloud Coach has support for:
- Multiple ways for users to enter time
- Estimated vs Actuals
- Track time on any Salesforce record
- Time entry and timesheet approval
Milestones PM+ by Passage Technologies
Milestones PM+ by Passage Technologies supports time tracking allowing users to track time against any task on a project. (although no images of this are available on its AppExchange listing):Â
- Track time on any project task
Cloud Coach 4 v 2 Milestones PM+
Time Tracking - Opinion
Result: Cloud Coach
If you’re looking for anything beyond very basic time tracking then Cloud Coach is a clear winner here.
6. Meetings & Documents
Cloud Coach
Managing documents and meetings are integral to any successful onboarding project, Cloud Coach excels in this space with:
- Meeting agenda templates
- Coaching notes
- Meeting automation
- File storage against on projects
Milestones PM+ by Passage Technologies
Managing documents and meetings are integral to any successful onboarding project, Milestones PM+ by Passage Technologies provides:Â Â
- File storage against on projects
Cloud Coach 5 v 2 Milestones PM+
Meeting & Documents - Opinion
Result: Cloud Coach
For any project, you are likely to have any number of meetings, from kick-off meetings, to client updates, and testing reviews. Cloud Coach’s meeting module gives it the clear edge here.
7. Reporting & Dashboards
Cloud Coach
As a Salesforce partner Cloud Coach get to leverage all the great reporting and dashboarding capabilities of Salesforce including:
- Out of the box reports & dashboards
- Reports available in real time
- Reports available on any device
- Customize reports to your needs
- Tableau CRM Analytics
Milestones PM+ by Passage Technologies
As a Salesforce ISV partner Milestones PM+ by Passage Technologies also get to leverage all the great reporting and dashboarding capabilities of Salesforce including:
- Out of the box reports & dashboards
- Reports available in real timeÂ
- Reports available on any device
- Customize reports to your needs
Cloud Coach 6 v 3 Milestones PM+
Reporting & Dashboards - Opinion
Result: Tie
When it comes to the core underlying reporting technology, there’s not a lot to separate between these two solutions, however due to its more extensive overall functionality / capabilities you will have more data to report on and act on, with Cloud Coach.
8. Implementation & Tailoring
Cloud Coach
Implementing a PSA solution in your business is something that you’re going to want to do by engaging a professional consulting team. Cloud Coach or one of its certified partners can help with this.
Milestones PM+ by Passage Technologies
In contrast, organizations can implement Milestones PM+ by Passage Technologies themselves.
Cloud Coach 6 v 4 Milestones PM+
Implementation & Tailoring - Opinion
Result: Milestones PM+
If you’re looking for a self implementation solution, then Milestones PM+ by Passage Technologies is your winner here, however professional implementations often deliver far more in long term value than they cost up front, so make sure you carefully consider what is right for your business.
9. Overall Opinion
Milestones PM+ by Passage Technologies popularity largely stems from it being the only ISVÂ project management solution for Salesforce Essentials edition.
While for teams on Salesforce Essentials or Professional edition, Milestones PM+ by Passage Technologies may be an appealing option, but for those teams on Salesforce Enterprise edition and above, the 10 always free users with Cloud Coach Starter tier are a great place to start your project management journey on Salesforce.
10. Other AppEx Apps to Consider
Learn about similar solutions to Milestones PM+ and discover more about the capabilities and benefits of the Salesforce platform for PSA, Onboarding & Project Management for your business.
Information contained herein is based on the companies’ posted Salesforce AppExchange listings and other publicly available websites as of the date of this publication.
