Customer Onboarding
Deliver faster time to value for your clients, leveraging best practices to shorten the time from project kickoff to close.
PSA
Maximize the profitability and utilization of your services team with forecasting, tracking and insights into your most important financial outcomes.
Customer Success
Drive a higher NRR by centralizing your success planning and customer health metrics in one place.
Find the right plan for your business needs
Cloud Coach Modules
Explore our tiered offerings: Unveiling the power of choice! In this section, we’ll dive into a detailed comparison of our diverse Cloud Coach modules, helping you make an informed decision that best suits your needs and goals.
Project Management Core
Idiot-proof text that reinforces that project & activity management is built into all modules
Project & Task Management
Meeting Automation
Time Tracking
Reports & Dashboards
Customer
Onboarding
Sales to Project Handoff
Track Timelines & Deliverables
Align to Client Goals
Skills based resourcing
User-Friendly Time Tracking
View Client Stakeholders
Documents & Meetings
Risks, Issues, Change Requests
Professional Services Automation
Sales to Project Handoff
Set Billable Rates
Skills Based Resourcing
Share Project Progress
Time Tracking & Utilization
Rev Rec & Invoicing
Documents and Meetings
Project Profitability
Customer
Success
Customer Scorecards
Manage Stakeholders
All Your Meetings in One Place
Track Project Time
NPS & CSAT
Interaction tracking
Stakeholder scoring
Account scorecard
Frequently Asked Questions
Yes, our Starter tier which contains the functionality of many paid products is free to try for 5 users. If you need more users or are curious about our premium tiers please reach out!
Yes, all tiers of Cloud Coach can be tailored to your requirements using the point and click customization tools of the Salesforce platform, such as adding custom fields & changing page layouts, adding workflows & approvals, and leveraging the latest lightning has to offer. Cloud Coach also fully complies with standard Salesforce security setup, so you can configure sharing settings of projects and control user access through permission sets and profiles. Cloud Coach runs in both Classic and Lightning versions of Salesforce.
Cloud Coach runs on Salesforce Enterprise Edition and above.
In order to trial Cloud Coach Starter you will need to have an existing Salesforce subscription for your users (a Platform Starter user is sufficient or any Sales or Service Cloud user also works). However, all paid subscriptions do not require any pre-existing Salesforce subscription.
Cloud Coach offers standard support which includes dedicated CSMs for goal setting, a specialized technical support team for issues and bugs, and ongoing enablement resources such as our Cloud Coach Academy. Premium Success can be purchased for expedited response times, product roadmap visibility, and additional training resources.
We provide a two ways for your customers to engage with you on project delivery. Firstly we have our ‘External Project View’ which allows you to provide a real time read only status of your project to your customers, and if your customers need read write access to update records and enter chatter about the project then you can show your Cloud Coach projects through a paid customer community. Both the External View and the Communities options are fully controllable by you, so you can determine what information to show externally and what to only show internally.
For any sales or company related information please reach out to our sales team.
