Customer Onboarding Old
Bring success to every project your business needs to deliver
With Cloud Coach’s ‘Any Project Process’ and Salesforce ‘Lightning’ you can deliver projects of all shapes and sizes with dynamic tailored views specific to the type of project you are delivering. So when you need to bring the business together on a common tool, Cloud Coach & Salesforce is the serious choice.
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
Sales to Project Handoff
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
Choose your Project Methodology
Capture Customer Goals
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
Skills Based Resourcing
Time Tracking
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).
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
Create Project from Any Salesforce records
Use best practice project templates and Salesforce flows to automatically create projects from any Salesforce record and process you have:
- Select Template based on customer object details
- Pass details from your Custom Object to the Project
- Or if you don’t want to use automation use our project creation wizard available in the related record of your custom object
Choose your Project Methodology
Sales to Project Handoff
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
Choose your Project Methodology
Connect to Field Service Lightning
Projects and Field Service go together like peanut butter and jam. Use your overall project gantt to manage the timelines of the deployment, then deploy work orders and service requests for your field technicians, perfect for complex use cases including:
- Equipment installation
- Telecom cell towers
- Shop & premise fit outs
Skills Based Resourcing
ITSM to Project Handoff
Time Tracking
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).
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
Turn any Salesforce Record into a Project
Use best practice project templates and Salesforce flows to automatically create projects from any Salesforce record and process you have:
- Select Template based on customer object details
- Pass details from your Custom Object to the Project
- Or if you don’t want to use automation use our project creation wizard available in the related record of your custom object
Choose your Project Methodology
Milestones Tracking
Documents & Meetings
Choose your Project Methodology
Skills Based Resourcing
Risks, Issues, Change Requests
Capture Customer Goals
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
Skills Based Resourcing
Stage / Phase Gates
Time Tracking
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).
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
Document your Stakeholders
Finances
Time Tracking
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).
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
Document your Stakeholders
Milestones Tracking
Milestones Tracking
Documents & Meetings
Milestones Tracking
Documents & Meetings
Documents & Meetings
Risks, Issues, Change Requests
Risks, Issues, Change Requests
Document your Stakeholders
Capture Demand Intake
Take the requests you get from the business, organize them by area and portfolio then run them through your scoring process to determine where the most value lies for your business based on criteria such as:
- What are the fiscal benefits?
- What are the soft benefits?
- How much will it cost?
- What is the level of risk?
Leverage the power of Salesforce approval workflows to ensure projects get the approval to proceed in an expedient manner:
- Route records to different managers according to your business rules
- Send rejected records back to users to get more details
- Leverage delegated approvers when your out of office
- Set approvals criteria as individuals or committees
Align Projects to Strategic Goals
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
Visualize your key PSA metrics
Risks, Issues, Change Requests
Document your Stakeholders
Documents & Meetings
Organize into Portfolios & Programs
Time Tracking
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).
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