Cloud Coach

Salesforce Gurus & Experts

Take Salesforce to new heights, by extending the platform use beyond CRM

At First

Salesforce was just a CRM

Then it grew into a platform that spawned an ecosystem and the AppExchange marketplace. At first Apps were more simple in nature like email integration.

But as the platform developed so too did the ability for Salesforce partners to create more engaging apps solving more complicated use cases, and providing ever more value for Salesforce customers.

Tier

APPLICABLE TO ALL CLOUD COACH TIERS

GEN 906 AppExchange
GEN 912 Waterfall or Agile

Which enabled...

Projects to be run on Salesforce

Projects of many different types, that span from planning marketing events, managing complex sales processes, onboarding new customers or managing the ongoing success of customers and that’s just on the customer facing side 

In the back office we have onboarding new employees, managing R&D, installing 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

Completing...

Your 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 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.

Tier

APPLICABLE TO ALL CLOUD COACH TIERS

GEN 902 Customer 360
GEN 907 SF Configuration

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.

Tier

APPLICABLE TO ALL CLOUD COACH TIERS

Add value for Free

For your customers

You can help your customers to get started running their projects on Salesforce with no financial outlay, by downloading Cloud Coach Fundamentals.

Fundamentals comes with the functionality of many paid project management apps, but with none of the cost. So why not help your fellow Ohana add more value to their Salesforce org day?

Tier

APPLICABLE TO ALL CLOUD COACH TIERS

TI 202 Fundamentals Cross Project Green 1

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.