Cloud Coach

Salesforce Global System Integrators

Help your clients transform business processes to an online way of working

Become a Confidant

By empowering your clients PMO

As PMO’s become essential for Enterprises across many different industries, technology partners are realizing that partnering with the PMO provides additional avenues for GSI’s to become confidants of the business, and add value as new initiatives for the business arise.

Cloud Coach Ultimate is the only fully equipped Project Portfolio Management tool native to the Salesforce platform. This provides a unique opportunity for our partners to enable Business and IT Project Management Office’s with a Best of Breed solution to streamline the strategic planning of capital investments across their organization for years to come.

ultim tier

APPLICABLE TO ULTIMATE COACH TIER

PP 801 Projects by Strategic Goal 1
GEN 909 Business processes

Help Transform

Your Client Business Processes

Projects span every part of your clients business from marketing to R&D, having significant impacts on the efficiency of day to day operations in the business.

When centralizing your clients projects on Cloud Coach’s ‘Any Project Platform’, you get the opportunity to consult and help your clients on business process design across their organization, bringing them savings in efficiency and you more consulting engagements.

Tier 1 1

APPLICABLE TO ENTERPRISE & ULTIMATE 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.

Tier 1 1

APPLICABLE TO ENTERPRISE & ULTIMATE TIERS

GEN 902 Customer 360
GEN 907 SF Configuration

Leverage

Your existing employee skill sets

The great thing about using a project portfolio 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 your team is already familiar with, no need to learn new technologies.

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 COACH TIERS

Certify your Team

And show expertise to your customers

Get 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
Tier 1 1

APPLICABLE TO ENTERPRISE & ULTIMATE TIERS

GEN 908 Certification

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.