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Agile Salesforce

Simple or complex - the choice is yours

Our four tiers of project management tools deliver exactly what you need to plan and execute projects successfully. Based on over ten years of customer-driven research, Cloud Coach includes the most important capabilities project managers depend on to get  their job done fast and accurately. 

Deep Dive Video Demo (45m)
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Create Projects

From your favorite Salesforce records

Whether it’s a customer onboarding project, IT development effort, or a marketing campaign, Cloud Coach lets you launch projects directly from your favorite Salesforce records:

  • Get a true 360º view of your accounts
  • Launch projects based on your business rules
  • Connect with any Salesforce based objects
Tier

APPLICABLE TO ALL CLOUD COACH TIERS

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Product Tour Slides PTPM 2

Leverage Project Templates

Automate project creation & save time
Get a head start on project creation by launching new projects quickly and easily from your own best-practice project templates. You can even automate project creation using Process Builder and your own specific business rules:
  • Create templates to follow your best practices
  • Pre-assign resource skills to speed delivery
  • Save time – Automatically create projects
Tier

APPLICABLE TO ALL CLOUD COACH TIERS

See Your Projects

In the view that works for you
Whether you prefer working with a Gantt style timeline or a Kanban board, Cloud Coach allows you to work with your project in multiple ways. And if you have trouble making your mind up, changing between views is as simple as clicking a button.
  • Next generation ‘Gantt Charts’ with critical path and baseline snapshots
  • ‘Agile Boards’ with drag-and-drop updates
  • Spreadsheet like ‘List Views’
Tier

APPLICABLE TO ALL CLOUD COACH TIERS

Product Tour Slides PTPM 3
CC Web Screenshots Sept 14 Gantt with subtasks

Stage Gate

For product development projects
Cloud Coach is perfect for managing your stage or phase gate development projects. With best in breed Gantt charts, workflow processes, approval mechanisms and reporting Cloud Coach gives you:
  • Visibility into gate progress
  • Gate approvals before progression
  • Gate reporting and analytics
Tier 1 1
APPLICABLE TO ENTERPRISE AND ULTIMATE CLOUD COACH TIERS

Budget and Track

Your project financials
You’re not just responsible for delivering your projects on time. Your executives also want to see your project’s financial performance. Cloud Coach has full fiscal capabilities to help you:
  • Budget your project spend by month, cost area, and CAPEX v OPEX
  • Import actuals from your financial system such as SAP, Oracle, or SAGE
  • Add your internal labor cost of delivery, so you can see the complete fiscal picture
Tier 1 1
APPLICABLE TO ENTERPRISE AND ULTIMATE CLOUD COACH TIERS
Product Tour Slides PTPM 5
Product Tour Slides PTPM 6

Risks, Issues, Change

Manage them all effectively
Running projects effectively often involves juggling more balls than just timelines. With Cloud Coach throughout your project delivery lifecycle you can:
  • Identify, mitigate and resolve risks
  • Track issues against your projects
  • Manage project change requests
Tier 1 1
APPLICABLE TO ENTERPRISE AND ULTIMATE CLOUD COACH TIERS

Documentation

Documents, Meetings, and Requirements
To get the full picture of your project, tracking documentation is critical. That’s where Cloud Coach can help give you the edge with:
  • Store all of your project documents
  • Meeting minutes repository
  • Capture project requirements
Tier 1 1
APPLICABLE TO ENTERPRISE AND ULTIMATE CLOUD COACH TIERS
Product Tour Slides Documents
Product Tour Slides PTPM 8

Keep Stakeholders Informed

Share project status with customers
Whether you’re dealing with a client facing project or managing an internal IT effort, you have internal and external stakeholders to manage and keep informed:
  • Share real time project status with customers
  • Track internal and external project stakeholders
  • Send automated alerts to stakeholders
Tier 1
APPLICABLE TO PROFESSIONAL, ENTERPRISE AND ULTIMATE CLOUD COACH TIERS

Visualize Progress

Across all your projects
Like most people in your position, you’re juggling many projects at once. That’s where our dynamic Cross Project Views gives you the edge:
  • Create your own views based on project type
  • View timelines and status information
  • Update project information on the fly
Tier

APPLICABLE TO ALL CLOUD COACH TIERS

Product Tour Slides PTPM 9

What is your version of Project Success?

Learn more about how Cloud Coach can help your business from the angle that is most relevant to you, by any project process area, by use case, by functional area or by your role 

Customer Onboarding Customer Onboarding Find Out More
Customer Onboarding Detail Customer Onboarding Detail Find Out More
IT Projects IT Projects Find Out More
Professional Services Professional Services Find Out More
PMO PMO Find Out More
Customer Success Customer Success Find Out More
Any Project Process Any Project Process Find Out More
Project Management on Salesforce Project Management on Salesforce Find Out More
Resource Management Resource Management Find Out More
Project Portfolio Management Project Portfolio Management Find Out More
Professional Services Automation on Salesforce Professional Services Automation on Salesforce Find Out More
Time Tracking Time Tracking Find Out More
Reporting Reporting Find Out More
Teamwork Teamwork Find Out More
Platform & Security Platform & Security Find Out More

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  
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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  
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