Professional Services

 

Cloud Coach has emerged as a Salesforce leader in project management within Professional Services. Though our customers primarly use Cloud Caoch for the execution and resource planning of software implementation projects, our flexible solution has been leveraged across many different service engagements spanning content marketing, IT Services, event managment, and more. We partner closely with Salesforce to help our clients maintain the customer journey natively on platform.

PARTNERSHIP FACTS

Target Market

Sales Cloud & CPQ customers, both new and existing

Common Use Case

Professional Service Automation, Project Management, Managed Services, Customer Success Management

Target Buyer

VP or Director of Professional Services, Implementations, Customer Success, Customer Experience + Sales & Delivery Ops

Upsell Opportunity

Net new users to Salesforce (Delivery and Customer Success), Tableau CRM, Mulesoft (ERP integration), Experience Cloud

Onboarding

Native managed package, professional implementation required (average time is 2 to 4 months)

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CUSTOMER BENEFITS

  • Increased customer transparency/visibility
  • Decreased time to value
  • Increased capacity for additional projects
  • Seamless transition from Sales
  • 360 degree view of the customer journey
  • Consistent experience for all clients

CUSTOMERS

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Company A
NUMBER OF EMPLOYEES
150
LOCATIONS
Global
CUSTOMER SINCE
2018
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Company B
NUMBER OF EMPLOYEES
250
LOCATIONS
North America
CUSTOMER SINCE
2020
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Company C
NUMBER OF EMPLOYEES
1000
LOCATIONS
North America
CUSTOMER SINCE
2017

Need further information?

Email us at [email protected]

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  • 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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