NOW YOU CAN RUN YOUR CUSTOMER IMPLEMENTATION PROJECTS BETTER USING SALESFORCE.
Want to see what your customers could be experiencing with Cloud Coach?
Sales to Project Handoff
Turn sales opportunities into onboarding projects
Seamlessly transition your customers from closed-won to kickoff using automation. As a Salesforce native delivery solution, you can:
- Initiate your onboarding and delivery process directly from your sales opportunities
- Map best-practice templates to your different products and offerings
- Automatically surface all the information your team needs without double entry
Run your projects directly in Salesforce
Cloud Coach supports multiple different project methodologies, meaning no project should have to live outside of your CRM.
- Execute both waterfall, agile, or hybrid processes in one system
- Easily execute projects across different departments and teams
- Allow your end users to complete tasks the way they see fit
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Track your key customer milestones
If you’re not mapping efforts towards your customer outcomes, what value are you really bringing them? With Cloud Coach, you can track your project milestones and tie them to deliverables that signal the most value for your customer.
- Visualize key dates and milestones across your different project portfolios in real time
- Automatically trigger revenue and billing metrics when milestones are hit
- Track duration and effort variances for projects and milestones
Skills Based Resourcing
Staff smarter and improve resource utilization
Make the most of your resource pool and find the right person, with the right skills, who have availability when you need it, with our multi-level skills-based resourcing engine.
- Track billable utilization across all users, roles, and projects
- Forecast resource demand directly from your sales pipeline
- Enter time from anywhere in the product
Documents and Meetings
Promote consistency across all your meetings
Build best practice agendas into your Meeting templates and use Salesforce automation to initiate the right meeting at the right time in your delivery process.
- Capture all your meeting minutes and action items
- Share meeting minutes with your attendees in one click
- Measure progress across all actions originating from your meetings
Reports & Dashboards
Report on anything
When all your data lives in one place you can report on anything in real-time, utilizing the Salesforce reporting engine.
- Tailor your delivery dashboards to what your users need whether it be by role, department, product line, or region
- Dive into any report at any time for a closer look at project status
- Share customer-facing status reports
Reports & Dashboards
We’ve seen a reduction of 3,400 hours annually across our workforce on entering time alone, allowing us to redeploy those hours to work with our clients.
Want to Learn More?
We’d be happy to provide a bespoke 1:1 demo on how Cloud Coach can benefit for your business.