PSA ebook cover
G2: Why you should be
Using Cloud Coach for your PSA
This Report explains how Cloud Coach compares with some key PSA competitors based on real-user reviews from G2.

The G2 Verdict: Why you should be using Cloud Coach for your PSA – Financial Force, Kimble

13 min read

Table of Contents

Table of Contents


Quicker ROI

1. See ROI twice as fast with Cloud Coach

Your organization has already invested heavily in Salesforce. Leveraging that existing investment to expedite and improve your PSA processes makes a lot of sense – why wouldn’t you want to maximize the efficiency of your teams, and onboard customers faster? 

Using a solution that can integrate with your existing information in Salesforce is a cost effective way to manage your projects and processes, as you avoid the need for another standalone, and context-free, system. But simply adopting a Salesforce-native system alone won’t guarantee a quick return on investment.

Cloud Coach users are reporting a return on investment twice as fast as Kimble users, and three times faster than users of Financial Force. But… why?

Competitive price points tailored to business needs, intuitive user interfaces enabling quicker company adoption and quick start up times all form part of the ROI picture. But ultimately, our customers advocate for Cloud Coach because it works.

Quote 1

Cloud Coach has empowered us to move off of different systems to streamline and optimize our processes, which has allowed us to manage projects more efficiently, log time, and have more clear reporting across the business.

Jackson Witherill, Senior Product Management Associate, Athena Health


Meets Requirements

2. G2 users rank Cloud Coach higher for meeting your PSA requirements

No two businesses are the same. So, why would you settle for a PSA solution that’s not right for your organization? 

Many solutions available on the AppExchange began life as simple Salesforce project management tools, with professional services functionality bolted on as an afterthought. Yes, these solutions can meet some PSA requirements, but they don’t necessarily have the breadth and depth required to meet the unique requirements of your organization across the lifespan of a project; from CPQ all the way through to resource utilization, change control, and ultimately billing. 

With Cloud Coach’s full suite of Professional Services Automation tools, you can take your services organization to the next level. Whether you’re dealing with Fixed Price or Time and Materials deliveries, Cloud Coach helps you do more with less by maximizing the efficiency of your team.

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.

 Bart Boers, Bridgin.IT


Ease of Use

3. Cloud Coach is easier to use than other PSA solutions

When looking at the right solutions for your organization, there are lots of factors to consider; like data security and costs, for example. Something that is often overlooked though, is knowledge.

Your business uses Salesforce already. And you’ve likely invested in your people, ensuring they have sufficient training levels to take on the tasks required by a Salesforce admin. If you decide to use an off-Salesforce platform solution, you’ll need to upskill even more members of your team on a third-party onboarding platform. By using a PSA solution native to Salesforce, most of your training is already done. If you can use Salesforce, you can definitely 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. 

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 PSA to the next level.

Quote 1

Ease of use and great UI! The screens are clean and uncluttered making for easy navigation which helps drive user adoption.

G2 Review


Quality of Support

4. The PSA 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. 


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. 

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.

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


Ease of Doing Business With

5. G2 users say it’s easier to do business with Cloud Coach

Buying software shouldn’t be difficult. If you decide to use a Salesforce-native app for your PSA, you can skip the lengthy security check stage completely: they were already completed when your organization introduced Salesforce. 

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. 

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.

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.

G2 Review


Ease of Setup

6. G2 users say Cloud Coach is significantly easier to set up than other providers

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 PSA projects.  

For our Starter and Team tiers, setting up Cloud Coach is so simple you can even do it yourself! 

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 will always be on hand to guide you through the process.

Quote 1

Easy to implement. Gantt Charts that are easy to use and share. Allows time tracking, which in turns allows a user to see how profitable a project is.

G2 Review



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

If you’re looking for a PSA 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 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.

G2 Review

Report based on G2 reviews as of 10 September 2021

Schedule a tailored demo with one of our project specialists.

  • Fill out the form below
  • Our team will reach out within 24 hours to discuss your unique requirements
  • We’ll schedule a 1:1 demo with one of our product specialists  
medal 2 1
reCAPTCHA logo@2x

protected by reCAPTCHA

medal 2 1

Thank you

A Cloud Coach advisor will be in contact by email within one working day to arrange your demo.