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Customer Onboarding

Capabilities include project timelines, resource management, and stakeholder collaboration.

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PSA

Manage, track and enhance your project delivery processes efficiently.

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Customer Success

Manage account goals, tickets, and stakeholders while gaining full customer journey insights from onboarding to renewal.

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Project Management

Everything you need to run your projects on Salesforce. Choose from Waterfall, Agile or Water-Scrum-Fall, track time and use repeatable project templates.

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Customer Health

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Resourcing

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Reporting & Dashboards

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Timelines & Collaboration

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Time Entry

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Meeting Automation

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Financials & Billing

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Productivity

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Library

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Blog

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Videos

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Partners

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Competitor Comparisons

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Articles

Resources

It takes a team to successfully deliver your projects

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Create Projects

From your favorite Salesforce records

If you want to deliver your projects on time and in a successful manner, then you’re going to need more than just one person working on the project. This is where your resource management strategy becomes key not just for delivering on time but also for picking the right resources that allow you to deliver successfully within budget.
  • 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

While many solutions will tie you to a single set way to manage your resources at Cloud Coach we recognize that different businesses have different needs, that’s why we have multiple ways that you can assign work out to your resources, so you can pick the method that makes your team successful.
  • Get a true 360º view of your accounts
  • Launch projects based on your business rules
  • Connect with any Salesforce based objects
Tier 1
APPLICABLE TO PROFESSIONAL, ENTERPRISE AND ULTIMATE CLOUD COACH TIERS
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Create Projects

From your favorite Salesforce records

When you have larger teams to manage a great way to find the best person for the specific task is with skills management. With Cloud Coach you can create a skills matrix assign out capabilities to your users, then dynamically filter down available resources against your tasks based on users having the right skill set to get the job done successful.
  • 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

Assigning out work is one thing, giving your team an easy to navigate space where they can find all their own work is another, that’s why Cloud Coach pulls it all together for your users in a single place where they can see, work on and close out, not just their project tasks, but also any salesforce tasks they have along with support cases and more.
  • 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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image 1

Create Projects

From your favorite Salesforce records

If you want your business to run at maximum efficiency and profitability, then time tracking is crucial to your success as it allows you to compare actuals against your estimates, and see key metrics such as where you need to be charging more for your efforts, or what business lines are unprofitable and need to be deprioritized.
  • Get a true 360º view of your accounts
  • Launch projects based on your business rules
  • Connect with any Salesforce based objects
Tier 1
APPLICABLE TO PROFESSIONAL, ENTERPRISE AND ULTIMATE 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

Want to Learn More?

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

Schedule a Demo

Customer Onboarding, PSA & Customer Success solutions that drive efficiency and results

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