Solutions

Customer Onboarding
Capabilities include project timelines, resource management, and stakeholder collaboration.

PSA
Manage, track and enhance your project delivery processes efficiently.

Customer Success
Manage account goals, tickets, and stakeholders while gaining full customer journey insights from onboarding to renewal.

Project Management
Everything you need to run your projects on Salesforce. Choose from Waterfall, Agile or Water-Scrum-Fall, track time and use repeatable project templates.
Features

Customer Health

Resourcing

Reporting & Dashboards

Timelines & Collaboration

Time Entry

Meeting Automation

Financials & Billing

Productivity
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Customers
Resources

Library

Blog

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Customer Onboarding

Successfully on board customers in less time

Project
Start

Customer Onboarding

Project
End

Project
Start

Installation and Field Service

Project
End

Project
Start

Professional Services Automation

Project
End

Project
Start

Customer Success

Project
End

Project
Start

Project Portfolio Management

Project
End

Project
Start

Research & Development

Project
End

Project
Start

IT Projects

Project
End

Project
Start

Any Project Process

Project
End

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Quick Demo

Want to see Cloud Coach in action?

Cloud Coach is secure and customisable platform for successfully delivering customer projects of all shapes and sizes.

Veracode uses Cloud Coach to drive customer consumption of their entitlements purchased.

George Filos,

Lead of Services and Operations

Veracode

Read Case Study

Veracode is an application security company providing SaaS application security solutions that integrate application analysis into development pipelines.

INDUSTRY: Technology

|

EMPLOYEES: 800

Helpful Resources

Building Customer Success Processes in Salesforce

Building Customer Success Processes in Salesforce

Why Salesforce is great for customer onboarding

Why Salesforce is great for customer onboarding

8 Capabilities Your PPM Solution Should Have

8 Capabilities Your PPM Solution Should Have