Customer Onboarding

ClearCompany

4 min read22nd of March 2021

ACME provide CRM solutions delivered via the Cloud for companies of all sizes across all industries

OpenGate Consulting

5 min read5th of September 2022

ACME provide CRM solutions delivered via the Cloud for companies of all sizes across all industries

Athenahealth

3 min read9th of March 2020

ACME provide CRM solutions delivered via the Cloud for companies of all sizes across all industries

Cloud Coach Milestones Now Supports Professional Edition

3 min read8th of February 2018

Cloud Coach announced today that their popular project management app for Salesforce, Cloud Coach Milestones, is now available for Salesforce Professional Edition subscribers. Built on the Salesforce App Cloud, Cloud Coach Milestones is currently available at https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EFnvKUAT Cloud Coach...

Cloud Coach Announces Cloud Coach Professional on the Salesforce AppExchange, the World’s Leading Enterprise Apps Marketplace

4 min read25th of January 2018

Cloud Coach today announced it has launched Cloud Coach Professional on the Salesforce AppExchange, empowering businesses to connect with their customers, partners and employees in entirely new ways. With Cloud Coach Professional, Salesforce customers can plan and execute the...

We Removed Project Creation Limits in Cloud Coach Milestones

3 min read16th of January 2018

After talking to hundreds of Cloud Coach Milestones users, we’ve heard you – loud and clear. You want to be able to do even more with your project management software. In response, we’ve removed project creation and template creation...

Why Attend “Run Your Projects on Salesforce – Live”?

4 min read27th of December 2017

When you’re investing hundreds or thousands of dollars on a software package, it’s probably a no-brainer to attend their user conference to expand your skill set and maximize your ROI. But, what about when you’re using free software, like...

PSA, Enterprise

How can I set rates and costs for a particular skill?

5 min read19th of June 2017

With Cloud Coach PSA, users can quickly and easily set rates and costs on skill types for automatic budget creation. In this week’s video, the team discusses how you can tag rates and costs against a particular skill in...

How can I assign team members to work on project tasks?

3 min read9th of June 2017

As a project leader, you need to quickly and efficiently assign team members to work on your project tasks. With Cloud Coach Milestones, we make it easy to assign team members in several different ways. Method 1: When you...

Professional, Time Tracking, Enterprise, Ultimate

How Can I Track My Time Using Salesforce Chatter?

5 min read9th of June 2017

https://youtu.be/kLAgMbqBGxo This week the Cloud Coach team discusses the three ways you can quickly capture time, including using Salesforce Chatter. TRANSCRIPTION: Hello everyone, Nic here from Cloud Coach. Today we’re going to be discussing how we can track time...