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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.

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Customer Health

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Resourcing

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Reporting & Dashboards

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Timelines & Collaboration

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Time Entry

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Meeting Automation

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Financials & Billing

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Productivity

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Articles

Time Tracking

Take the hassle out of time tracking

Let’s face it – tracking time is probably one of your team’s least favorite parts of their workday, but it’s important for your business to track performance against KPI’s. That’s why Cloud Coach has built the best time tracking capability available on the Salesforce platform today. Time tracking that not only lets you track your project related time, but also time related to cases, opportunities, ITSM work and more.

Time Entry Your Way

Multiple time capture choices
In life everyone is different, so why do most PSA tools force users to enter time the same way? At Cloud Coach, we believe in giving your users choices so they can enter time the way that suits them including:
  • On the record as they are working on it
  • On their timecard
  • Leveraging Cloud Coach’s Timecard Genius
Tier 1

AVAILABLE IN CLOUD COACH TEAM TIER & ABOVE

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Time Saving Helpers

Personalize your most used comments
At Cloud Coach we constantly strive via our user interfaces to reduce the time it takes to do your work, and time entry is no different. Compared to other time tracking for Salesforce tools, we can save you precious minutes each day by delivering you:
  • Pre-filled time (hh:mm) selector
  • ‘No typing’ comments section
  • Personalized comments creation
Tier 1

AVAILABLE IN CLOUD COACH TEAM TIER & ABOVE

Genius!

When it comes to time entry we have your back
Ever had a great weekend planned at the beach or on the slopes and run out of the office on a Friday afternoon without capturing your time? That’s why Cloud Coach built our Timecard Genius:
  • Never worry about missing a time entry again
  • time entries based on your work
  • Quick entry of time to get you back on track
Tier 1

AVAILABLE IN CLOUD COACH TEAM TIER & ABOVE

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Track Time On Anything

Including your admin work
Some businesses want to track time on project based deliverables, some on customer service, and others on sales effort. Cloud Coach accommodates all those needs and more letting you track time on:
  • Project work
  • CRM work such as cases or opportunities
  • Your own custom objects
Tier 1

AVAILABLE IN CLOUD COACH TEAM TIER & ABOVE

See It All

With your weekly summary
Of course, you also need one place for your team to easily see all their time entries for the week no matter how they captured their efforts during the workday. Cloud Coach gives you multiple views including:
  • Weekly timesheet view
  • Simple navigation by week
  • Filters and summary views
Tier 1

AVAILABLE IN CLOUD COACH TEAM TIER & ABOVE

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Need to Bill

Need To Bill?

Dynamically rate time entries
If you’re running a customer facing project or deliverable you want to make sure your billing is accurate. Cloud Coach has a full rating engine running off your time entries letting you:
  • Leverage rate cards and user rates
  • Factor in variables such as travel time
  • Elect to mark time entries as non billable
Tier 1 1

APPLICABLE TO ENTERPRISE & ULTIMATE TIERS

Approval Needed?

Route and approve users time sheets
Before sending that bill out to your client, or recharging your time to another department in your business, you can run your team’s time through an approval process:
  • Approve weekly time sheets
  • Route approvals to the appropriate manager
  • Trigger business processes when approval is given
Tier 1 1

APPLICABLE TO ENTERPRISE & ULTIMATE TIERS

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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

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