Professional Services Automation
With Cloud Coach’s full suite of Professional Services Automation tools, you can take your services organization to the next level, increasing billable utilization and profit margins. Whether you’re dealing with Fixed Price or Time and Materials deliveries, Cloud Coach helps you do more with less by maximizing the efficiency of your team.
Cloud Coach has enabled us to advance and scale our business.
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Sales to Project Handoff
Turn your opportunities into services engagements
Get your services delivery off to a flying start by launching delivery right from your opportunities in Salesforce. Dynamically determine your project composition according to the opportunity product line items that make up the sale:
- Turn opportunities into projects at any point in the sales cycle
- Use opportunity products to determine the project
- Share project progress on the account
Sales to Project Handoff
Simplify difficult handoffsSet Billable Rates
Set Billable Rates
At project, phase or task level
Set up default billable rates by user, or create rate cards for your customers. For select projects, you can create special rate cards when you’ve agreed on a special price for a particular project:
- Control rates and costs by resource
- Create rate cards for your accounts
- Monitor real-time billables on projects and tasks
SKILLS BASED RESOURCING
Find the right resource at the right time
Make the most of your resource pool and find the right person, with the right skills with real time resource forecasting
Leverage placeholders and track availability with our multi level skills based resourcing engine, factoring in not just work on other projects but also out of office time such as PTO & vacation.
Skills Based Resourcing
Allocate resources efficientlyShare Project Progress
Share Project Progress
With your clients and stakeholders
When you’re dealing with a client-facing project, it’s important to keep your customers and internal stakeholders such as sales and customer support informed. Cloud Coach lets you:
- Share real time project status with customers
- Track internal and external project stakeholders
- Assign deliverables out to stakeholders
USER FRIENDLY TIME TRACKING
Helping you drive better billable utilization
Your team works on multiple items during the week so, it’s important to give them a user-friendly way to capture time in a timely manner, so you get accurate data for your reporting and billing.
With Cloud Coach your team can track time on project work, support work, admin time and more, tagging each time entry as billable or non billable to drive utilization metrics.
Time Tracking & Utilization
Rev Rec & Invoicing
Rev Rec & Invoicing
Use milestones to automate your billing processes
Use milestone completion during your project to standardize and drive billing events and recognition of revenue across your projects.
Apply different billing rules for fixed price vs T&M or hybrid projects along with product/service line specific revenue recognition.
Documents and Meetings
See the full picture around your engagement
Capture all your services engagement documentation in one place, so your team always knows where to find the right piece of information.
Build best practice agendas and coaching notes into your meeting templates to decrease training time for your new hires. Capture meeting minutes, and action items during your meeting then share meeting minutes with your attendees with just one click.
Documents and Meetings
Project Profitability
High level metricsProject Profitability
Budget, plan and execute
Decrease your project costs with proactive forecasting, budgeting and baselining of your project financials through every step of your project.
Track the metrics that matter to you, including project burndown and projected profits so you can predict the value each project will deliver to your business.
Reports & Dashboards
So you know where you can improve
All the data your team captures with Cloud Coach can be reported upon 24 hours a day, 7 days a week from anywhere in the world.
Tailor your PSA dashboards to what your team needs to see, be it utilization, revenue recognition, health, milestones and more.
Reports & Dashboards
Veracode uses Cloud Coach to drive customer consumption of their entitlements purchased.
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Let us show you why Cloud Coach is the highest-rated Customer Onboarding, PSA and Success solution native to Salesforce.
