Planning your workday can be a frustrating task. With so much information in so many different places, it can be hard to know where to start… but not with Cloud Coach!

List of Benefits

"We’ve seen a reduction of 3,400 hours annually across our workforce on entering time alone."
Net Health

Start your Productivity​ trail here

Prioritize Your Day

With My Day Home tab (schedule, list, kanban, checklist tabs)

Whether you’re tackling project tasks, customer support, or general business activities, wouldn’t it be fantastic to eliminate the hassle of juggling various screens for your tasks? Visualize all your tasks and project work at a glance:

  • View Salesforce tasks, tickets, cases and cards
  • See both upcoming and overdue assignments
  • Create your own to-do list using an on-screen checklist

Sales to Project Handoff

Sales to Project Handoff

Customize your personal dashboard

My Day Dashboard

Cloud Coach recognizes the individuality of workdays. After all, we’re all different – and we think the same should be true of our personal dashboards too! customize your My Day Dashboard to include what really matters to you.

  • Access all tasks and daily meetings from a single hub
  • Customize your dashboard with our user-friendly widget interface
  • Add or remove components with just a couple of clicks

All Your Meetings in One Place

Meetings section for all meetings and minutes

Never lose your meeting notes again, with Cloud Coach’s minutes and meetings in My Day. You can search meetings for keywords, filter by date range or action status, and even create a new meeting in just a couple of clicks. 

  • Create meeting templates for recurring meetings
  • Clone attendees and agendas
  • View all past and upcoming meetings and notes from one place

Align to Client Goals

Skills based resourcing

Track Time Your Way

With Multiple Options

Let’s face it. Tracking time is nobody’s favorite part of their working day. Fortunately, we’ve simplified the process, while providing a choice in how enter their time – all without the need to leave My Day:

  • Enter time against weekly project assignments
  • Receive suggestions from Cloud Coach’s Timecard Genius 
  • View a snapshot of time already entered

Pick Up

Have extra time? Help the team out

We know that when you’re working in a collaborative environment sometimes you need to fill in for someone who is out of office, or help out a fellow team member who is overloaded, so Cloud Coach lets you:

  • See another user’s upcoming tasks
  • See and act on queue-based work
  • Use security permissions to keep work private when required

User Friendly Time Tracking

Collaborate with Team Members

View Client Stakeholders

Collaborate with Team Members

To Succeed Together

When you’re working on deliverables, you often need to talk about the task at hand along with viewing and sharing documents. With our fully integrated Chatter component Cloud Coach lets you:

  • Upload and view documents
  • Alert team members about new project updates
  • @ mention new people into the conversation

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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A Cloud Coach advisor will be in contact by email within one working day to arrange your demo.