Customer Onboarding
Successfully on board customers in less time
1. Sales to Project Handoff
2. Choose your Project Methodology
3. Capture Customer Goals
Customer Onboarding Videos
4. Skills Based Resourcing
5. Time Tracking
6. Stakeholders & Deliverables
7. Documents & Meetings
8. Risks, Issues, Change Requests
9. Reports & Dashboards
1. Sales to Project Handoff
2. Choose your Project Methodology
3. Connect to Field Service Lightning
4. Skills Based Resourcing
5. Time Tracking
6. Milestones Tracking
7. Documents & Meetings
8. Risks, Issues, Change Requests
9. Reports & Dashboards
1. Sales to Project Handoff
2. Choose your Project Methodology
3. Milestones Tracking
4. Skills Based Resourcing
5. Time Tracking
6. Documents & Meetings
7. Risks, Issues, Change Requests
8. Finances
9. Reports & Dashboards
1. Create Project from Any Salesforce records
2. Choose your Project Methodology
3. Capture Customer Goals
4. Document your Stakeholders
5. Milestones Tracking
6. Documents & Meetings
7. Time Tracking
8. Risks, Issues, Change Requests
9. Reports & Dashboards
1. Capture Demand Intake
2. Organize into Portfolios & Programs
3. Improve Quality with Stage / Phase Gates
4. Choose your Project Methodology
5. Skills Based Resourcing
6. Documents & Meetings
7. Risks, Issues, Change Requests
8. Finances
9. Reports & Dashboards
1. Stage / Phase Gates
2. Choose your Project Methodology
3. Capture Your Goals
4. Skills Based Resourcing
5. Time Tracking
6. Documents & Meetings
7. Risks, Issues, Change Requests
8. Finances
9. Reports & Dashboards
1. ITSM to Project Handoff
2. Choose your Project Methodology
3. Skills Based Resourcing
4. Time Tracking
5. Milestones Tracking
6. Documents & Meetings
7. Risks, Issues, Change Requests
8. Finances
9. Reports & Dashboards
1. Turn any Salesforce Record into a Project
2. Choose your Project Methodology
3. Skills Based Resourcing
4. Time Tracking
5. Document your Stakeholders
6. Documents & Meetings
7. Risks, Issues, Change Requests
8. Finances
9. Reports & Dashboards
Features Index
Sales to Project Handoff
Sales to Project Handoff
Create Projects from your Opportunities
Use best practice project templates and Salesforce flows to automatically create projects when your opportunities close (or earlier in your sales process):
- Select Template based on Opportunity or CQP line item details
- Pass details from Opportunity to the Project such as ‘Services Revenue’
- Share Project details with your Customer
Sales to Project Handoff
Create Projects, anywhere with the ‘Project Wizard’
Choose your Project Methodology
Choose your Project Methodology
Pick the right type of project for the challenge at hand
Choose your Project Methodology
Waterfall
Choose your Project Methodology
Agile (Kanban)
Choose your Project Methodology
Water-Scrum-Fall
Capture Customer Goals
Capture Customer Goals
Deliver the items that add maximum value to the business
Projects take time and money to deliver, so it’s important to know your team are prioritizing their efforts on the items that deliver the most value to your external & internal clients:
- Capture the Goals / desired outcomes for your Project
- Rate Requirements on their impact towards the Goal
- Break Requirements down into deliverables for the team to work on
Capture Customer Goals
Define your Project level Goals
Capture Customer Goals
Capture, organize and rate business Requirements
Skills Based Resourcing
Skills Based Resourcing
End to End Skills Based Resource Management
Skills Based Resourcing
Map out the skillbase
Skills Based Resourcing
Populate your templates with placeholders
Skills Based Resourcing
See the resource load across your organization
Skills Based Resourcing
Convert placeholders to named resources
Skills Based Resourcing
Block out time for non project work such as support
Skills Based Resourcing
Get a 360 view of your Team
Time Tracking
Time Tracking
Track Time on Projects, Admin, Cases, and more…
Your team works on multiple items during the week so it’s important to give them a user-friendly way to capture time, in an accurate and timely manner.
With Cloud Coach you can track time on project work, support work, admin time and more. Then, at the end of the week, time sheets can be routed for approval to the relevant manager(s).
Time Tracking
Genius – So you never miss a time entry again
Time Tracking
Route time approvals to the right people
Leverage the power of Salesforce approval workflows to ensure time gets approved in an expedient manner so your invoices all go out on time.
- Route time to different managers according to your business rules
- Send rejected time entries back to users to get more details
- Leverage delegated approvers when your out of office
Milestones Tracking
Milestones Tracking
See Milestones progress from all your Projects in one view
Documents & Meetings
Documents & Meetings
Capture all your Project Documents in one place
Documents & Meetings
Hold the right meeting at the right time
Documents & Meetings
Bring ‘best practices’ to all of your meetings
Risks, Issues, Change Requests
Risks, Issues, Change Requests
Risk, Issues & Change Management
Risks, Issues, Change Requests
Easily capture, categorize, sort and filter your RAID
Risks, Issues, Change Requests
Report on RAID at Project, Program or Portfolio level
Stakeholders & Deliverables
Stakeholders & Deliverables
RACI never looked so good
Finances
Finances
Track financial metrics as your project progresses
Finances
Manage Client Retainers
Finances
Revenue Recognition
Finances
Invoicing & Billing
Finances
Project Time
Finances
Utilization
Finances
Project burndown and profitability
Reports & Dashboards
Reports & Dashboards
Project Managers Dashboard
Reports & Dashboards
Project Financials Dashboard
Reports & Dashboards
RAID Dashboard
Reports & Dashboards
Retainer & Project Burndown Dashboard
Want to see Cloud Coach in action?
Cloud Coach is secure and customisable platform for successfully delivering customer projects of all shapes and sizes.