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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
Tier

APPLICABLE TO ALL CLOUD COACH TIERS

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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
Tier

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
Tier 1 1
APPLICABLE TO ENTERPRISE AND ULTIMATE CLOUD COACH TIERS
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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
Tier 1 1
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.
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
Timelines & Collaboration Timelines & Collaboration Find Out More

Want to Learn More?

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