Customer Onboarding

Resource Management, Resource Capacity, Resource Allocations

Forecasting with Resource Capacity

6 min read26th of March 2017

The ability to forecast when you have capacity to take on additional work is a vital part of a good project management system. In this week’s two-minute video, the team discusses how you can use Cloud Coach Resource Capacity...

The Basics of Project Reporting

5 min read24th of March 2017

Whether you’re a project manager by title or just by function, you probably get tired of the question: “What’s the status of Project XYZ?” With project reporting in Salesforce, you can leverage out-of-the-box reports and build your custom dashboards...

Cloud Coach Announces Free Cloud Coach Milestones Not-for-Profit Edition

3 min read21st of March 2017

Cloud Coach today announced it has launched a new edition of its popular Cloud Coach Milestones application, exclusively for not-for-profit organizations. Cloud Coach Milestones NFP Edition allows non-profits to manage their projects directly within their Salesforce CRM for no...

Cloud Coach Exhibits at Salesforce World Events Around the Globe

2 min read20th of March 2017

Cloud Coach is exhibiting at five Salesforce World Tour events, in cities around the world. This follows the January launch of Cloud Coach Milestones, a best-of-breed free project management application,  available now on the Salesforce AppExchange. Cloud Coach will...

How to Launch a Project from RemedyForce

4 min read17th of March 2017

In this week’s two-minute video, the team discusses how you can launch a Cloud Coach Project from RemedyForce. TRANSCRIPTION: Hello everyone, Nic here from Cloud Coach. Thanks for joining us this week as we take a look and now...

Use Task Health to Keep Projects on Track

3 min read17th of March 2017

When you’re managing a project and trying to meet a deadline, the status of each task is important – especially when those tasks are on your critical path. If you’re leveraging Cloud Coach to manage projects in your Salesforce...

How Can I Group My Projects Together?

4 min read13th of March 2017

This week the team discusses how you can group your projects together using Salesforce list views and the Cloud Coach Cross-Project Gantt View. TRANSCRIPTION: Hello everyone, Nic here from Cloud Coach. Thanks for joining us this week as we...

Launching Projects from Salesforce Cases

3 min read10th of March 2017

Cases are commonly used in Salesforce to manage a variety of customer interactions after an opportunity has closed. Each case that your team handles is an opportunity to build a relationship with your customers (and even potentially grow revenue)....

Balancing Assignments with Resource Load

5 min read6th of March 2017

In this week’s two-minute video, the team discusses balancing your assignments using Cloud Coach Resource Load. TRANSCRIPTION: Hello everyone, Nic here from Cloud Coach. Thanks for joining us this week as we look at how you can balance your assignments...

Automate Project Creation from Opportunities

3 min read3rd of March 2017

Once an opportunity closes, that’s when the real work often begins. With Cloud Coach Milestones, it’s easy to streamline the creation of projects from opportunities. In fact, in this video, we break down how to automatically create a project...