Documents
Great documentation makes for successful project outcomes
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
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
APPLICABLE TO PROFESSIONAL, ENTERPRISE AND ULTIMATE CLOUD COACH TIERS
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
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
APPLICABLE TO ALL CLOUD COACH TIERS
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
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
Want to Learn More?
We’d be happy to provide a bespoke 1:1 demo on how Cloud Coach can benefit for your business.
Sign Up To Receive Our Monthly Tips
on how to achieve project success.
