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Controls

Without controls in life there would be anarchy

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Create Projects

From your favorite Salesforce records

While tasks control the timelines of your project, when running a project there are many other balls that you need to juggle to successfully deliver your projects. The look and feel of these balls or controls will differ according to the type of project that you are running, something that Cloud Coach gives you full control over in our controls section.
  • Get a true 360º view of your accounts
  • Launch projects based on your business rules
  • Connect with any Salesforce based objects
Tier 1 1
APPLICABLE TO ENTERPRISE AND ULTIMATE CLOUD COACH TIERS

Create Projects

From your favorite Salesforce records

If you’re a project manager in the traditional sense, then you most likely want to track and manage items such as risks, issues, and change requests against your projects. You can capture, action, approve and more on these key project controls, but Cloud Coach goes a step further and allows you to also visualize them with RAID dashboards or risk matrixes right within your project, so you spend less team searching for the information you need.
  • Get a true 360º view of your accounts
  • Launch projects based on your business rules
  • Connect with any Salesforce based objects
Tier 1 1
APPLICABLE TO ENTERPRISE AND ULTIMATE CLOUD COACH TIERS
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Create Projects

From your favorite Salesforce records

If your projects are connected to your services organization, you might want to use controls as a way to bring your support cases into visibility on the project. With Cloud Coach cases can be fully incorporated into your project including time entry and cost information. Furthermore, if your services include ‘field services’ we can dynamically interact with your work orders to successfully close out your projects.
  • Get a true 360º view of your accounts
  • Launch projects based on your business rules
  • Connect with any Salesforce based objects
Tier 1 1
APPLICABLE TO ENTERPRISE AND ULTIMATE CLOUD COACH TIERS

Create Projects

From your favorite Salesforce records

The only limit to the use cases for controls are your imagination, other examples of controls we have seen companies like you, deploy are:

  • Defect tracking in both onboarding projects
  • ITSM integrations in IT projects
  • Jira integration for SDLC projects
Finally, controls are a great way to view and manage equipment and assets against your projects, so no matter what you need to control in your projects, Cloud Coach can help you do it successfully.
Tier 1 1
APPLICABLE TO ENTERPRISE AND ULTIMATE CLOUD COACH TIERS
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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 

Project Management Project Management Find Out More
Project Portfolio Management Project Portfolio Management Find Out More
Professional Services Automation Professional Services Automation Find Out More
Customer Success Customer Success Find Out More
Customer Onboarding Customer Onboarding Find Out More
Customer Onboarding Old Customer Onboarding Old Find Out More
Customer Onboarding Detail Customer Onboarding Detail Find Out More
IT Projects IT Projects Find Out More
Project Management on Salesforce Project Management on Salesforce Find Out More
Resource Management Resource Management Find Out More
Project Portfolio Management Project Portfolio Management Find Out More
Professional Services Automation on Salesforce Professional Services Automation on Salesforce Find Out More
Time Entry Time Entry Find Out More
Productivity Productivity Find Out More
Resourcing Resourcing Find Out More
Timelines & Collaboration Timelines & Collaboration Find Out More

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