CHAPTER 1
Meets Requirements
1. G2 users rank Cloud Coach higher for meeting your PPM requirements
No two businesses are alike. So, why would you choose a PPM solution that isn’t a good fit for your company?
Many of the solutions on the market started out as simple project management systems with project portfolio management capabilities added on later. Yes, these solutions can meet some PMO requirements, but they don’t always have the breadth and depth needed to meet your organization’s specific needs throughout the project lifecycle.
With Cloud Coach’s full suite of Project Portfolio Management tools, you can analyze and collectively manage current or proposed projects based on numerous key characteristics. Capture demand from your business, organize into portfolios, perform cost vs. benefit analysis, manage approvals, and track project execution to give you a full 360° view of your business like never before.
I love the integration capabilities, Dashboards, Stage-Gate process, Workflow processes, and the fact it is customizable to our business, not just out-of-the-box software. This PPM tool is the best I have seen on the market.Â
Cloud Coach G2 Review
CHAPTER 2
Ease of Use
2. Cloud Coach is easier to use than other PPM solutions
There are several variables to consider while looking for the right PPM solution. Data security and pricing will often be at the top of the list. But knowledge on the other hand is frequently disregarded.
You probably already use Salesforce at your organization.
You’ve most likely invested in your employees as well, ensuring that they have the appropriate training to execute the duties of a Salesforce administrator. If you want to use a solution that isn’t built on the Salesforce platform, you’ll need to train even more members of your team on how to use a third-party onboarding tool. If you use a Salesforce-native PPM solution like Cloud Coach, much of that training is already done. If you can use Salesforce, you can use Cloud Coach!
Cloud Coach also allows you to templatize and automate your repeatable processes meaning you’ll be able to follow your organization’s best practices, while also saving time during project creation and set up.Â
What really sets Cloud Coach apart from the competitors here is our thoughtfully designed user experience – with easy on the eye reports and dashboards allowing users to take their Salesforce knowledge and intuitively take their organization’s PPM to the next level.
It has everything you need for complex project management, supports most (if not all) of the project methodologies and it’s user interface makes using it a pleasure. Because it’s built on the Salesforce Platform you don’t need to worry about integration issues and you can easily adjust it to your needs.
Cloud Coach G2 Review
CHAPTER 3
Ease of Setup
3. Cloud Coach is easier to setup than other PPM solutions
*SAP stats unavailable
Installing new software can be a time-consuming process without the right support. But at Cloud Coach, we aim to make the journey as easy as possible. After all, time wasted on setup means time taken away from your PPM projects. Â
For our Starter and Team tiers, setting up Cloud Coach is so simple you can even do it yourself!Â
With our team on hand to help if you need any advice, and armed with our Self Installation Guides (complete with easy-to-follow video tutorials) getting started with Cloud Coach doesn’t need to be a burden.
For our Enterprise and Ultimate tiers, one of our product specialists is on hand to guide you through the process.
I have used many PPM tools and products over my career, and this one is by far the best. It is flexible, easy to use, and allows for fantastic reporting and dashboards. From Senior leaders to worker bees, this tool has it all.
Cloud Coach G2 Review
CHAPTER 4
Ease of Doing Business With
4. G2 users say it’s easier to do business with Cloud Coach
*SAP stats unavailable
Buying software shouldn’t be difficult. If you decide to use a Salesforce-native app for your PPM, you can skip the lengthy security check stage completely: they were already completed when your organization introduced Salesforce.Â
But things aren’t always straightforward and sometimes obstacles appear where they shouldn’t, from unanswered emails through to pushy salespeople, or even messy handoffs, there’s the always the potential for things to be more difficult than they need to be.Â
As our G2 customer reviews show, we pride ourselves on being transparent with our customers. From finding the right solution for them, through to ongoing support, we go on the journey with our customers all the way – and that’s reflected in our near perfect score on G2!
True professionals support the entire experience. From a consultative sales process with Andy to a customer experience that provides genuine insights, I always felt supported throughout the journey.
Cloud Coach G2 Review
CHAPTER 5
Quality of Support
5. The PPM solution with the best support
At Cloud Coach, it’s no surprise to us that G2 users believe we are so far ahead of other PSA solutions when it comes to quality of support.Â
The success of our customers is very important to us, and we invest a lot of time and resources to ensure every customer has every tool necessary to always get the most out of our platform.Â
We have a team of product experts and customer success managers on hand to help anyone using Cloud Coach, in addition to our extensive training and certification program, which shows how your admins can leverage the Salesforce knowledge already within your organization.
With your users already familiar with Salesforce, choosing to use a Salesforce-native system like Cloud Coach means you’re immediately removing any barriers to adoption within your organization. But to help our customers on their way, we have also launched an online Academy  to make sure users always have access to the best Cloud Coach knowledge and best practices.
The support team at Cloud Coach has been incredible answering our questions and helping us utilize the tool in new and unique ways we didn’t expect.
G2 Review
CHAPTER 6
Product Direction
6. Cloud Coach’s product direction best for PPM
When evaluating your organization’s PPM requirements, you’re undertaking a delicate balancing act.
You might find a solution that can support your needs in the short term, but does the product roadmap match your requirements for two or three years’ time? Getting it wrong could mean investing in an expensive and obsolete solution, causing your organization to fall behind competitors with access to more cutting-edge technology.
At Cloud Coach, we listen to our customers to ensure our products reflect their wants and needs, and we can truly add value to their organization.Â
Our product roadmap reflects the constant dialogue we have with our customers. If there’s a new feature we’re working on? You can be sure our customers will have been involved. At Cloud Coach, we think that the best software is never finished, so our products are constantly evolving to meet the evolving needs of our customers.Â
Our ability to track time across a portfolio of projects and report on the time has gotten a whole lot easier.Â
Cloud Coach G2 Review
CHAPTER 7
Recommendations
7. Looking for a PPM software provider? Listen to your friends.
If you’re looking for a PPM solution, it’s always useful to consider a solution that really works for people. At Cloud Coach, we’re lucky that our customers are our biggest advocates, and as much as we truly believe in the power and potential of our product, we would always encourage you to listen to our customers first.
93% of Cloud Coach users would recommend our software to their friends or colleagues, according to G2.
You’ll already have seen some of the customer reviews from G2 that we’ve included throughout this eBook, but if you’d like to see more of our customer testimonials for yourself, there’s plenty of places you can go including our 5* reviews for Cloud Coach Ultimate, our solution for enterprise PPM.
When you use salesforce for your sales and service processes Cloud Coach is a must.
Cloud Coach G2 Review
Report based on G2 reviews as of 13 December 2021
