Better Project Management on Salesforce
Cloud Coach is a secure and scalable solution built on 
helping organizations deliver successful projects of all shapes and sizes.
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Customer Onboarding Success
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Professional Services Automation
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Project Portfolio Management
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Project Management
What was previously the job of three people is done by one.
Onboarding Benefits
- Consistent customer onboarding experience
- Increased project delivery capacity
- Better billable utilization
- Improved customer CSAT scores across your entire customer journey
- Real-time resource forecasting
- Decreased training time and costs
Customer Onboarding - Highlights Video
~5m
Cloud Coach has enabled us to advance and scale our business.
PSA Benefits
- Increased billable utilization and profit margin
- Real-time project billings and revenue recognition
- Increased billable capacity
- Decreased training time and costs
- Better process control
- Increased visibility for project and employee performance
Professional Services Automation - Highlights Video
7:41
Cloud Coach has replaced what previously lived in a combination of spreadsheets, ServiceNow and MS Project.
PPM Benefits
- Alignment of project selection to organizational strategy
- Increased visibility with project portfolio and employee performance
- Improved project governance with stage gates
- Better communication with impacted business stakeholders
- Better process control
- Decreased training time and costs
Project Portfolio Management - Highlights Video
~5m
Tracking towards $2 million savings in people power.
PM Benefits
- Improved project governance with templates
- Better process control
- Proactive resource planning
- Fewer late running tasks
- Decreased project costs
- Improved employee satisfaction
- Decreased training time/costs
Project Management - Highlights Video
Customer Onboarding Success
What was previously the job of three people is done by one.
Onboarding Benefits
- Consistent customer onboarding experience
- Increased project delivery capacity
- Better billable utilization
- Improved customer CSAT scores across your entire customer journey
- Real-time resource forecasting
- Decreased training time and costs
Customer Onboarding - Highlights Video
~5m
Professional Services Automation
Cloud Coach has enabled us to advance and scale our business.
PSA Benefits
- Increased billable utilization and profit margin
- Real-time project billings and revenue recognition
- Increased billable capacity
- Decreased training time and costs
- Better process control
- Increased visibility for project and employee performance
Professional Services Automation - Highlights Video
7:41
Project Portfolio Management
Cloud Coach has replaced what previously lived in a combination of spreadsheets, ServiceNow and MS Project.
PPM Benefits
- Alignment of project selection to organizational strategy
- Increased visibility with project portfolio and employee performance
- Improved project governance with stage gates
- Better communication with impacted business stakeholders
- Better process control
- Decreased training time and costs
Project Portfolio Management - Highlights Video
~5m
Project Management
Tracking towards $2 million savings in people power.
PM Benefits
- Improved project governance with templates
- Better process control
- Proactive resource planning
- Fewer late running tasks
- Decreased project costs
- Improved employee satisfaction
- Decreased training time/costs
Project Management - Highlights Video
Love For Cloud Coach
Average rating on 
4.9/5
Cloud Coach gives us insights into our projects like never before. We couldn’t imagine using another tool.
LYNSEY MARCHWINSKI
Average rating on 
4.6/5
LEADING COMPANIES PARTNER WITH CLOUD COACH
Want to see Cloud Coach in action?
Cloud Coach is secure and customisable platform for successfully delivering customer projects of all shapes and sizes.
