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

"Cloud Coach has been able to help us forecast our pipeline better, from sales to onboarding. I can see what deals are coming down the pipeline."
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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

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 Learn More?

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

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  • Our team will reach out within 24 hours to discuss your unique requirements
  • We’ll schedule a 1:1 demo with one of our product specialists  
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