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Customer Onboarding

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

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PSA

Manage, track and enhance your project delivery processes efficiently.

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Customer Success

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

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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.

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Customer Health

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Resourcing

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Reporting & Dashboards

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Timelines & Collaboration

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Time Entry

meeting automation

Meeting Automation

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Financials & Billing

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Productivity

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Library

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Blog

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Videos

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Partners

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Competitor Comparisons

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Articles

Documents

Great documentation makes for successful project outcomes

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Create Projects

From your favorite Salesforce records

No matter what type of project you are delivering communication and documentation helps keep your team on the same page. That’s why Cloud Coach gives you a unique space against every project where you can store all your project documents. So if you have documents such as scope documents, detailed plans or creative content that you need to manage as files or links to third party systems you can do that from right within your project.
  • Get a true 360º view of your accounts
  • Launch projects based on your business rules
  • Connect with any Salesforce based objects
Tier

APPLICABLE TO ALL CLOUD COACH TIERS

Create Projects

From your favorite Salesforce records

Whether your delivering your project for an external customer or for an internal client, capturing and completing requirements can be a key indicator of your overall success. Within our documents section you can capture requirements, segment them by deliverable area, get client feedback and track your overall progress to a successfully delivered project.
  • Get a true 360º view of your accounts
  • Launch projects based on your business rules
  • Connect with any Salesforce based objects
Tier 1
APPLICABLE TO PROFESSIONAL, ENTERPRISE AND ULTIMATE CLOUD COACH TIERS
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Create Projects

From your favorite Salesforce records

If you’re like most teams out there, meetings form a significant part of your day to day work. At Cloud Coach we have streamlined the meeting process for you, allowing you to templatize your key meetings and have them be automatically created, saving your team time and money. Cloud Coach meetings contain what needs to be discussed, supporting information and allow you to capture minutes and key action items that arise from your meetings.
  • Get a true 360º view of your accounts
  • Launch projects based on your business rules
  • Connect with any Salesforce based objects
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APPLICABLE TO ENTERPRISE AND ULTIMATE CLOUD COACH TIERS

Create Projects

From your favorite Salesforce records

Of course, sometimes rather than formal documentation you need a less formal conversation about project deliverables to occur and that’s where chatter comes in. Cloud Coach embeds a chatter feed for each project and task right into our interface so you can take the conversation out of email and capture it where it counts directly on your project.
  • Get a true 360º view of your accounts
  • Launch projects based on your business rules
  • Connect with any Salesforce based objects
Tier

APPLICABLE TO ALL 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
Customer Health Customer Health Find Out More

Want to Learn More?

We’d be happy to provide a bespoke 1:1 demo on how Cloud Coach can benefit for your business.

Schedule a Demo

Customer Onboarding, PSA & Customer Success solutions that drive efficiency and results

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