Professional Services Automation on Salesforce

Take your services organization to the next level

With Cloud Coach’s full suite of Professional Services Automation tools, you can take your services organization to the next level. Whether you’re dealing with Fixed Price or Time and Materials deliveries, Cloud Coach helps you do more with less by maximizing the efficiency of your team.

Link Sales to Delivery

Turn your opportunities into projects

    Sales handoff is a breeze when you launch Cloud Coach projects off opportunities. Monitor your billable projects and link them back to your opportunities and accounts for profitability reporting:
  • Turn opportunities into projects
  • Automate project creation using templates
  • Track your profitability against the sale
Tier

APPLICABLE TO ENTERPRISE & ULTIMATE TIERS

customer suc 1
Product Tour Slides PTPS 1

Set Your Billable Rates

By users, skills and rate cards

    Set up default billable rates by user, or create rate cards for your customers. For select projects, you can create special rate cards when you’ve agreed on a special price for a particular project:
  • Control rates and costs by resource
  • Create rate cards for your accounts
  • Monitor real-time billables on projects and tasks
Tier

APPLICABLE TO ENTERPRISE & ULTIMATE TIERS

Assign Your Team

Based on skills and availability

    When it comes time to assign your users to a task, resource allocation couldn’t be easier. With Cloud Coach, you can allocate your resources to tasks in one easy screen.
  • See all your users or filter by team, skill or more
  • Color-coding to give you visibility into availability
  • Drill into users to see what they are working on
Tier

APPLICABLE TO ENTERPRISE & ULTIMATE TIERS

Product Tour Slides PTRM 4
Product Tour Slides PTPM 8

Share Project Progress

With your clients and stakeholders

    When you’re dealing with a client-facing project, it’s important to keep your customers and internal stakeholders such as sales and customer support informed. Cloud Coach lets you:
  • Share real time project status with customers
  • Track internal and external project stakeholders
  • Send automated alerts to stakeholders
Tier

APPLICABLE TO ENTERPRISE & ULTIMATE TIERS

Project Profitability

Actuals, estimates, margins & ROI

    See your true project profitability in real-time, and monitor your daily, weekly, or monthly status by individual project or group of projects.
  • Track your costs by resource or skill-type
  • Monitor your actuals vs. estimates at a glance
  • Automatically populate your labor budget
Tier 1 1

APPLICABLE TO ENTERPRISE & ULTIMATE TIERS

Product Tour Slides PTPS 4
Product Tour Slides PTPS 3

Client Retainers

Keep track of ongoing services agreements

    Track your ongoing services agreements including client hours and spend with Cloud Coach retainers. Monitor your remaining balance and choose whether to roll over unused services or not to the next time period.
  • Track hours and spend by total or skill-type
  • Create weekly, monthly or one-time retainers
  • Choose whether to roll-over hours and/or spend
Tier

APPLICABLE TO ENTERPRISE & ULTIMATE TIERS

Resource Utilization

How well are we using our team?

    Whether your team is doing billable work or is assigned to non-revenue generating activities, Cloud Coach captures their utilization and reports on it instantly:
  • Track resource utilization in real-time
  • See percentages of billable vs. bench time
  • Designate work as billable or non-billable
Tier 1 1

APPLICABLE TO ENTERPRISE & ULTIMATE TIERS

Product Tour Slides PTPS 5 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.

Enter your details to view this demo video

Schedule a tailored demo with one of our project specialists.

  • Fill out the form below
  • Our team will reach out within 24 hours to discuss your unique requirements
  • We’ll schedule a 1:1 demo with one of our product specialists  
medal 2 1
reCAPTCHA logo@2x

protected by reCAPTCHA

medal 2 1

Schedule a tailored demo with one of our project specialists.

  • Fill out the form below
  • Our team will reach out within 24 hours to discuss your unique requirements
  • We’ll schedule a 1:1 demo with one of our product specialists  
medal 2 1
reCAPTCHA logo@2x

protected by reCAPTCHA

medal 2 1

Before you leave…

Sign up to receive the latest project tips and tricks directly from Cloud Coach.

Email Address

Cloud Coach cares about your privacy. We may use this information for our legitimate interests to provide you with information about products or services that may be of interest to you. You can of course unsubscribe from our emails at any time. Learn more by reading our Privacy Policy.

Thank you

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