Customer Onboarding

Project Leadership & Project Management – Why You Need Both

4 min read6th of January 2017

Almost everyone in business today is a project manager of some sort – whether it’s our official title, or just a role that comes with our job, like a marketing manager who needs to organize the execution of a...

How to Automate Project Creation

5 min read30th of December 2016

Creating Cloud Coach projects is a breeze using the Project Creation Wizard, but we’re always looking for ways to make data entry faster, so in this week’s two-minute use case we discuss how to automate your project creation using...

More Successful Projects through Emotional Intelligence

5 min read30th of December 2016

We all look for ways to increase the chances our projects will succeed. We do our best to plan for every contingency, assemble the best team, and share all of the details to lead to success. Beyond that, baking...

Share Your Love: Writing Reviews on the Salesforce AppExchange

4 min read15th of December 2016

If there’s an app in your Salesforce org that you use every day, or just quietly makes your life easier in the background, one of the easiest ways that you can say “thank you” to that app developer is...

Baselining your Projects Using Snapshots

5 min read12th of December 2016

A common question we get asked at Cloud Coach is, “How can I baseline my projects?” So, in this week’s two-minute use case we’re going to take a look at how you can use Cloud Coach Snapshots to baseline...

Manage Your Projects in a Single View

5 min read9th of December 2016

In this week’s two-minute use case, we take a look at two ways you can view and manage all your projects in a single view. With these single views, you can quickly see all of the projects affecting your work....

Four Modern Methodologies to Reduce Project Management Stress

4 min read9th of December 2016

We’re all under pressure to get more done every day – especially as project managers. You’re responsible for delivering projects that will transform your business while providing valuable, strategic insights to stakeholders at a moment’s notice. Is how you’re...

7 Steps to Avoid Project Failure with a Project Pre-Mortem

4 min read2nd of December 2016

If you could prevent project failure, would you? (Of course you would!) We’ve all heard of post-mortems, where we dissect a project after it’s over to identify what went wrong to try to prevent it in projects in the...

Linking Your Shared Documents to Projects

5 min read2nd of December 2016

In the first of our new series of two minute use case videos, this week we will show how you can use Cloud Coach to easily link projects to your shared documents for seamless team collaboration. Keeping your whole...

Capacity Planning with Cloud Coach

6 min read28th of November 2016

A common issue in many organizations is deciding which ideas should become projects. And of the ideas that will become projects, when should they be executed? In this post we will walk you through a few simple workflows to...