Project Management on Salesforce
Simple or complex - the choice is yours
Our four tiers of project management tools deliver exactly what you need to plan and execute projects successfully. Based on over ten years of customer-driven research, Cloud Coach includes the most important capabilities project managers depend on to get their job done fast and accurately.
Create Projects
From your favorite Salesforce records
Whether it’s a customer onboarding project, IT development effort, or a marketing campaign, Cloud Coach lets you launch projects directly from your favorite Salesforce records:
- Get a true 360° view of your accounts
- Launch projects based on your business rules
- Connect with any Salesforce based objects
APPLICABLE TO ALL CLOUD COACH TIERS
Leverage Project Templates
Automate project creation & save time
Get a head start on project creation by launching new projects quickly and easily from your own best-practice project templates. You can even automate project creation using Process Builder and your own specific business rules:
- Create templates to follow your best practices
- Pre-assign resource skills to speed delivery
- Save time – Automatically create projects
APPLICABLE TO ALL CLOUD COACH TIERS
See Your Projects
In the view that works for you
Whether you prefer working with a Gantt style timeline or a Kanban board, Cloud Coach allows you to work with your project in multiple ways. And if you have trouble making your mind up, changing between views is as simple as clicking a button.
- Next generation ‘Gantt Charts’ with critical path and baseline snapshots
- ‘Agile Boards’ with drag-and-drop updates
- Spreadsheet like ‘List Views’
APPLICABLE TO ALL CLOUD COACH TIERS
Stage Gate
For product development projects
Cloud Coach is perfect for managing your stage or phase gate development projects. With best in breed Gantt charts, workflow processes, approval mechanisms and reporting Cloud Coach gives you:
- Visibility into gate progress
- Gate approvals before progression
- Gate reporting and analytics
APPLICABLE TO ENTERPRISE & ULTIMATE TIERS
Budget and Track
Your project financials
You’re not just responsible for delivering your projects on time. Your executives also want to see your project’s financial performance. Cloud Coach has full fiscal capabilities to help you:
- Budget your project spend by month, cost area, and CAPEX v OPEX
- Import actuals from your financial system such as SAP, Oracle, or SAGE
- Add your internal labor cost of delivery, so you can see the complete fiscal picture
APPLICABLE TO ENTERPRISE & ULTIMATE TIERS
Risks, Issues, Change
Manage them all effectively
Running projects effectively often involves juggling more balls than just timelines. With Cloud Coach throughout your project delivery lifecycle you can:
- Identify, mitigate and resolve risks
- Track issues against your projects
- Manage project change requests
APPLICABLE TO ENTERPRISE & ULTIMATE TIERS
Documentation
Documents, Meetings, and Requirements
To get the full picture of your project, tracking documentation is critical. That’s where Cloud Coach can help give you the edge with:
- Store all of your project documents
- Meeting minutes repository
- Capture project requirements
APPLICABLE TO ENTERPRISE & ULTIMATE TIERS
Keep Stakeholders Informed
Share project status with customers
Whether you’re dealing with a client facing project or managing an internal IT effort, you have internal and external stakeholders to manage and keep informed:
- Share real time project status with customers
- Track internal and external project stakeholders
- Send automated alerts to stakeholders
AVAILABLE IN CLOUD COACH TEAM TIER & ABOVE
Visualize Progress
Across all your projects
Like most people in your position, you’re juggling many projects at once. That’s where our dynamic Cross Project Views gives you the edge:
- Create your own views based on project type
- View timelines and status information
- Update project information on the fly
APPLICABLE TO ALL CLOUD COACH 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.
