Financials & Billing
Transform your financial and billing processes by managing everything from within the Salesforce platform. Streamline operations, improve efficiency and even ensure scalability across your organization.
List of Benefits
Start your Financials & Billing trail here
Link Sales to Delivery
Turn opportunities into projects
Sales handoff is a breeze when you launch Cloud Coach projects off opportunities. Monitor your billable projects and link them back to your opportunities and accounts for profitability reporting.
- Turn opportunities into projects
- Automate project creation using templates
- Track your profitability against the sale
Sales to Project Handoff
Sales to Project Handoff
Assign and Assemble
Resource using skills and availability
When it comes time to assign your users to a task, resource allocation couldn’t be easier. With Cloud Coach, you can allocate your resources to tasks in one easy screen.
- See all your users or filter by team, skill or more
- Color-coding to give you visibility into availability
- Drill into users to see what they are working on
Billing Utilization
Non-billable, billable, exempt utilization
Whether your team is doing billable work or is assigned to non-revenue generating activities, Cloud Coach captures their utilization and reports on it instantly:
- Track resource utilization in real-time
- See percentages of billable vs. bench time
- Designate work as billable or non-billable
Align to Client Goals
Skills based resourcing
Project Profitability
Actuals, estimates, margins & ROI
See your true project profitability in real-time, and monitor your daily, weekly, or monthly status by individual project or group of projects.
- Track your costs by resource or skill-type
- Monitor your actuals vs. estimates at a glance
- Automatically populate your labor budget
Set Billable Rates
By users, skills and rate cards
Set up default billable rates by user, or create rate cards for your customers. For select projects, you can create special rate cards when you’ve agreed on a special price for a particular project:
- Control rates and costs by resource
- Create rate cards for your accounts
- Monitor real-time billables on projects and tasks
User Friendly Time Tracking
View Client Stakeholders
Client Retainers
Keep track of ongoing services agreements
Track your ongoing services agreements including client hours and spend with Cloud Coach retainers. Monitor your remaining balance and choose whether to roll over unused services or not to the next time period.
- Track hours and spend by total or skill-type
- Create weekly, monthly or one-time retainers
- Choose whether to roll-over hours and/or spend
Want to see Cloud Coach in action?
Let us show you why Cloud Coach is the highest-rated Customer Onboarding, PSA and Success solution native to Salesforce.
