Initiation
Great starts lead to successful project outcomes
Create Projects
From your favorite Salesforce records
All successful projects must start somewhere and with Cloud Coach they can start anywhere! Whether your looking to move a closed sale into customer on-boarding, needing to escalate an IT service request, or prepare for your next marketing event, you first need to initiate a new 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
Initiation is a critical part of successful project, the better it’s done the more efficient your team will be and the more time, money and headaches you will be saved down the line. While you can always create projects from a blank palate where you enter all the tasks in yourself, the best practice is to create templates specifically tailored for your business.
- 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
There are project templates and then there are project success templates, which are more than just the mere tasks that need to be completed. Project success templates encompass additional key items to make your project run smoothly such as financial plans, resource assignments and even the meetings that need to be held.
- 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
And, as with all Cloud Coach solutions, security is baked into our core, so only the people you choose to give the access can create your templates, and use of them can also be controlled so your IT templates are kept apart from your marketing templates which are kept apart from your customer success project templates, with only the relevant department able to see them.
- 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
Once you have your templates in place, you can add extra efficiency savings to your business by automating the creation of projects according to your own business logic, for example
- Select a template according to the products you sold
- Merge multiple templates together according to the product mix
- Automate the creation, based on actions in your CRM when or before the sale is closed
Of course, not all projects follow exactly the script so your team have the ability to update, add and remove items from the newly created project, just like they could if they created the project from new.
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
-
Customer Health Customer Health 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
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.
Sign Up To Receive Our Monthly Tips
on how to achieve project success.
