Waterfall Project Management in Salesforce

Manage your waterfall projects with Salesforce-native Gantt charts

Using a project  methodology like waterfall can transform your workflows. With a comprehensible visual interpretation of all your tasks, their status, who is assigned and other important information, you can always be sure of what needs to happen, by who, and when. 

Salesforce and Cloud Coach are a great option for Gantt charts and Processes for your team, letting you extend the value that your business gets from its Salesforce investment with seamless linking of your project charts to sales & service clouds. Additionally access to all your Gantt data through Salesforce reporting. Here’s why waterfall project management with Cloud Coach might be the right option for you:

Easy to understand visuals

With a Cloud Coach Gantt chart, you get an instant visual summary of your project in a user-friendly interface:

  • Keep track of projects more easily 
  • Understand dependencies at a glance 
  • See assignees at glance
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APPLICABLE TO ALL CLOUD COACH TIERS

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Customize your Gantt charts

by department or project

Different teams will naturally have different project phases and tasks that need to complete in their roles – but that doesn’t mean you need to use a different solution for each team:

  • Leverage project templates
  • Insert phases on the fly
  • Tag tasks with colors
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APPLICABLE TO ALL CLOUD COACH TIERS

Assign work out to your team

Teams are what makes projects really tick – and Cloud Coach’s Gantt charts make it as easy as possible to assign team members to tasks:

  • View resources based on skills and expertise
  • Assign based on availability
  • Drag and drop allocations
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APPLICABLE TO ALL CLOUD COACH TIERS

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Collaborate using Chatter

By using a Gantt built on the Salesforce platform, you can utilize the Chatter for collaboration over every card to:

  • Communicate with others working on the project
  • Attach and view files
  • Reply to other comments and @ mention users
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APPLICABLE TO ALL CLOUD COACH TIERS

Log and track time

Tracking time is probably one of your team’s least favorite parts of their workday, but why not make it easy for your team by letting them track time right within your Gantt chart where they are already working:

  • Enter hours in situ
  • Save time with suggestions
  • See a full breakdown of entered time
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APPLICABLE TO ALL CLOUD COACH TIERS

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Be part of the bigger picture

Cloud Coach allows you to run Gantt as a standalone project or as part of a bigger Water-Scrum-Fall project which allows you to combine the best of Waterfall and Agile together:

  • Combine Waterfall and Agile
  • Roll up board completion and effort 
  • Templatize your deliverables
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APPLICABLE TO ALL CLOUD COACH TIERS

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 

Schedule a bespoke demo with one of our project specialists.

Thank you

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