Why you should be using Cloud Coach for your Project Management On Salesforce
G2: Why you should be
Using Cloud Coach for your Project Management On Salesforce
This Report explains how Cloud Coach compares with FinancialForce and TaskRay for Project Management on Salesforce, using user-generated reviews from G2.

The G2 Verdict: Why you should be using Cloud Coach for your Project Management On Salesforce – FinancialForce, TaskRay

13 min read

Table of Contents

Table of Contents

CHAPTER 1

Meets Requirements

1. G2 users rank Cloud Coach higher for meeting your Project Management requirements

There are no two businesses that are alike. So, why would you select a tool for project management on Salesforce that isn’t a good fit for your organisation?

Many AppExchange products began as simple Salesforce project management apps, with more advanced features added later. Yes, these solutions can meet some of your requirements, but they may lack the breadth and depth required to meet your organization’s unique needs throughout both the life of a project and as your organization grows.

Quote 1

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 tool is the best I have seen on the market. 

Cloud Coach G2 Review

CHAPTER 2

Ease of Use

2. Cloud Coach is easier to use than other Project Management solutions

There are numerous factors to consider when searching for the best solutions for your company, such as data security and pricing. Knowledge, on the other hand, is frequently overlooked.

Salesforce is already being used in your organization. And you’ve most likely invested in your employees, ensuring they have the necessary training to perform 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 people on how to use a third-party onboarding tool. If you use a Salesforce-native project management solution, you will have completed the majority of your training. You can use Cloud Coach if you know how to use Salesforce!

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. 

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 project management to the next level.

Quote 1

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 set up than other Project Management solutions

Installing new software can be a time-consuming process without the proper assistance. Cloud Coach, on the other hand, strives to make the journey as simple as possible. After all, time spent on setup takes away from time spent on your valuable projects.

Cloud Coach is so simple to set up for our Starter and Team tiers that you can do it yourself! Getting started with Cloud Coach doesn’t have to be difficult with our team on hand to offer advice and our Self Installation Guides (complete with easy-to-follow video tutorials).

For our Enterprise and Ultimate tiers, one of our product specialists are available to walk you through the process.

Quote 1

I have used many 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

Purchasing software should be straightforward. You can avoid the lengthy security check stage entirely if you use a Salesforce-native app for project management… because it was already finished when your company introduced Salesforce!

However, things aren’t always clear-cut, and obstacles can appear in unexpected places. There’s always the risk that things will be more difficult than they need to be, whether it’s due to unanswered emails, pushy salespeople, or clumsy handoffs.

We take pride in being open and honest with our customers, as evidenced by our G2 customer reviews. From determining the best solution to providing ongoing support, we accompany our customers on their journey.

Quote 1

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 Project Management solution with the best support

We place a high value on our customers’ success, and we spend a significant amount of time and resources making sure they have access to all of the tools they need to get the most out of our platform.

In addition to our rigorous training and certification programme, which explains how your admins can leverage the Salesforce knowledge already present in your organisation, we have a team of product experts and customer success managers ready to assist anyone using Cloud Coach.

Because your users are already familiar with Salesforce, implementing a Salesforce-native product like Cloud Coach immediately removes any barriers to adoption within your organisation. 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.

Quote 1

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 Project Management on Salesforce

When evaluating your company’s project management requirements, you must perform a delicate balancing act.

You may find a solution that meets your immediate needs, but will the product roadmap meet your needs in two or three years? If you make the wrong decision, you may end up investing in an expensive and out-of-date solution, causing your company to fall behind competitors who have access to more cutting-edge technology.

We listen to our customers to ensure that our products reflect their wants and needs, and that we can truly add value to their organisation.

Our product roadmap reflects the ongoing conversations we have with our customers. If we’re working on a new feature? You can be certain that our customers were involved. At Cloud Coach, we believe that the best software is never finished, so our products are constantly evolving to meet our customers’ changing needs.

Quote 1

Our ability to track time across a portfolio of projects and report on the time has gotten a whole lot easier. 

Cloud Coach G2 Review

CHAPTER 7

Recommendations

7. Looking for a Project Management software provider? Listen to your friends.

If you’re looking for a project management solution on Salesforce, 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.

92% 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 Enterprise, our solution for project management on Salesforce.

92% 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 Enterprise, our solution for project management and PSA for Salesforce. 

Cloud Coach Customer Testimonials

Cloud Coach G2 Reviews

Cloud Coach AppExchange Reviews

Quote 1

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 19 January 2022

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