Cloud Coach

Salesforce Consulting Partners

Help your customers do more on the Salesforce platform

4 Tiers = More Opps

Covering the entire PM Spectrum

The Salesforce ecosystem is abundant with Salesforce and Appexchange solutions. The opportunity to create an End-to-End Customer Journey on Salesforce has never been more prominent as you continue to assist your customers in leveraging the platform.

Cloud Coach can put you in a competitive position as the only Salesforce partner with 4-tiers of Project Management solutions. Whether your customer’s requirements are simple or complex, chances are we can bring more opportunities for YOU to provide more value.

APPLICABLE TO ALL CLOUD COACH TIERS

Complete

Your client’s Customer 360 view

For many if not most companies, between ‘Sales’ and ‘Service’, there is a need to onboard new customers, while this can be done off platform, the only way to ensure you have a full customer 360 view is to use an app native to Salesforce for your customer onboarding. 

That way from your account record you can see the full lifecycle of your customer interactions from the start till today. Keeping your whole business on the same to deliver ongoing customers success.

APPLICABLE TO ALL CLOUD COACH TIERS

Add value for Free

For your customers

With Cloud Coach Fundamentals you can help your customers to get started running their projects on Salesforce with no financial outlay. 

Fundamentals comes with the functionality of many paid project management tools, but with none of the cost. Finally as you would expect of a tool built on Salesforce you can configure it to your needs using the same admin tools you already use with Salesforce.

APPLICABLE TO ALL CLOUD COACH TIERS

Supercharge Success

With Salesforce Customization

The great thing about using a project management app that is native to Salesforce like Cloud Coach is, is that it allows you to supercharge your customers success using the Salesforce customization tools that you’re already familiar with.

From sending notifications about task assignments, routing time for approval, to automating project creation on opportunity close, the ability to drive your clients success is only limited by your imagination.

APPLICABLE TO ALL CLOUD COACH TIERS

Certify your Team

And show expertise to your customers

et dual wins from Cloud Coach certification, firstly driving your employees satisfaction by letting them work on a new set of certifications that keep growing their personal brands. While simultaneously demonstrating your organizations expertise in PPM, PSA and Project Management subject matter and business processes.

  • Cloud Coach My Day Expert
  • Cloud Coach Projects Expert 
  • Cloud Coach Administrator
  • Cloud Coach Any Project Consultant

APPLICABLE TO ENTERPRISE & ULTIMATE TIERS

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 bespoke demo with one of our project specialists.

Thank you

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