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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.

Salesforce Employees

Every company you work with run projects, so why not help them run those projects on Salesforce?

What sort...

Of projects might our clients run?

They might be planning marketing events, managing complex sales processes, onboarding new customers or managing the ongoing success of customers with a project. 

In the back office they could be using projects to onboard new employees, manage their R&D, install equipment at new service locations, or helping IT to keep the lights on for the rest of the business.

Tier

APPLICABLE TO ALL CLOUD COACH TIERS

GEN 912 Waterfall or Agile
GEN 902 Customer 360

Why is Salesforce...

A good place to run projects?

There are many reasons to run projects on Salesforce, here are some of the top ones

  • Projects help complete your customer 360 view connecting sales and service together
  • SF Configuration options like process builder helps companies automate project best practices 
  • It helps companies eliminate data silos and save costs 
Tier

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.

Tier

APPLICABLE TO ALL CLOUD COACH TIERS

TI 202 Fundamentals Cross Project Green 1
GEN 905 4 Tiers

Project Solutions

For every size of business

Whether your accounts are global organizations or local SMB’s, Cloud Coach’s unique multi tiered approach means that we have a project solution that can help your customers no matter what their size.

From PPM solutions to help large enterprises plan out CAPEX spending, to simple project & task management ‘To Do’s’ there’s a Cloud Coach solution for every business.

Tier

APPLICABLE TO ALL CLOUD COACH TIERS

Deliver More ROI

For your customers

Everyday thousands of companies use Cloud Coach to run their projects, and in the process help Salesforce deliver more ROI for their organizations. 

Isn’t it time you helped your accounts get the same benefits?

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APPLICABLE TO ENTERPRISE & ULTIMATE TIERS

Product Tour Slides PTPS 4

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

What we do

Company Info

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