Customer Onboarding

Reporting on Issues and Risks

5 min read24th of February 2017

Tracking risks and issues is vital in any project, and that’s why Cloud Coach gives you reports out of the box to monitor the status of those risks and issues so you’re always up to date. TRANSCRIPTION: Hello everyone,...

Using Project Templates to Streamline Marketing Campaigns

3 min read17th of February 2017

One of the powerful things about Salesforce is the visibility it gives you into your prospect to customer pipeline. When your marketing team leverages campaigns to plan their efforts, you’ll start to see how the marketing activities help move...

Risks, Tickets, Gantt, issues

Flagging an Issue on a Project

4 min read17th of February 2017

When an issue occurs on a project, there’s no easier way of reporting on it than using Cloud Coach Tickets. Join the team this week as they discuss how you can flag issues against your project using Ticket Quick...

Creating Project Templates

6 min read10th of February 2017

When you’re launching repeatable projects, nothing speeds up your day like using Project Templates in Cloud Coach. In this week’s two-minute video, the team discusses how you can turn a project into a Project Template, and how you can...

Rates, Costs, Billable, Time Tracking

Setting Up Rates for Your Cloud Coach Users

5 min read3rd of February 2017

Setting up rates for your Salesforce users is a snap when you use Cloud Coach PSA. Join the team this week as they discuss how to set up billable projects and rates in just two minutes. TRANSCRIPTION: Hello everyone,...

Creating Projects from Opportunities

3 min read3rd of February 2017

What happens in your business when after an opportunity is won? At most companies, after the contracts are signed and the high-fives given, a new round of work begins to actually fulfill on what you just sold. Unfortunately, your...

Time Entry, Cases

Entering Time Against a Case

4 min read27th of January 2017

In this week’s two-minute use case video, the Cloud Coach team discusses how to enter time against Salesforce Cases. https://youtu.be/ZDsoa7vdvWM TRANSCRIPTION: Hello everyone, Nic from cloud coach here and thanks for joining us this week as we take a...

Which Leadership Style Drives Your Projects?

5 min read20th of January 2017

We’ve been talking a lot lately about how leadership affects your project success. More than any project management training or software, your leadership style has a direct impact on your team and your project success. Whether you’re a career...

Project Management, Tickets, Risks, Project Gantt

Capturing a Risk Against a Project

6 min read20th of January 2017

Tracking risks is a critical part of successful project management. So, today the Cloud Coach team walks through how to use Tickets and Quick Entry from the Gantt to capture risks against your projects. TRANSCRIPTION: Hello everyone, Nic here,...

projects, project tasks, project gantt view, cross project gantt view

Identifying Late Projects

5 min read16th of January 2017

In this week’s two-minute video, the Cloud Coach team discuses how to identify and chase down late projects and tasks using the Cross Project Gantt view. TRANSCRIPTION: Hello everyone, Nic here from Cloud Coach. Thanks for joining us for...