Customer Onboarding

Project Management Equilibrium

6 min read17th of December 2015

The Cost-Schedule-Quality Equilibrium In any project, there are three main components that must be met in order to achieve project success, beyond achieving the project scope. These three components are: Cost: Were the actual project costs aligned with your...

Automate Project Tracking with Salesforce Scheduled Reports

10 min read9th of December 2015

Scheduling reports in Salesforce can help automate your project tracking. Scheduled reports are useful for reviewing projects in meetings, on the go, or at times when you aren’t able to login to Salesforce and run the report yourself. In...

Manage Project Security with Page Layouts and Field-Level Security

10 min read2nd of December 2015

When managing a project, you may need to manage information that not every user should see. For example, you may want to manage the ROI on your project, but limit the visibility of the project costs to your senior...

Using Cloud Coach Project Templates

5 min read24th of November 2015

Do you find yourself building the same projects over and over? Whether you’re a professional services company with standard packages, a software company with customer onboarding and deployment projects, or an internal team lead leading complex projects, the process of...

The Salesforce Economy – Creating 1 million jobs by 2018

3 min read4th of November 2015

Last week, Salesforce unveiled new research from IDC that analyzed the economic impact of Salesforce on local economies in the United States and around the world. The results indicate we’re on the cusp of a massive economic opportunity driven...

Improve Project Communication with Cloud Coach

4 min read28th of October 2015

Do you remember the childhood game of Telephone? It started with one person who whispered something to their neighbor. It could be as simple as “Sally asked to borrow some sugar from Frank.” Then, each person in the circle...

10 Reasons Your PSA Solution Should Be Built On Salesforce

5 min read21st of October 2015

There are many ways to do project management and professional services automation, from simple shared spreadsheets to custom-built software applications. Here are 10 reasons your Professional Services Automation software shouldn’t just integrate with Salesforce – it should be built...

Project Meetings Made Easy

3 min read14th of October 2015

For any project, you are likely to have any number of meetings, from kick-off meetings, to client updates, and testing reviews. The details from these meetings are important documentation that relate to the project. Cloud Coach, along with Productivity...

The Role of Gantt Charts in Project Management

4 min read5th of October 2015

A Gantt chart is a popular way of showing tasks against time. The list of tasks is shown down the left, and time is shown across the top. Each task is represented by a bar; the position of the...

Automate Complex Project Processes with Salesforce Visual Flows

9 min read30th of September 2015

Salesforce provides many tools to automate your business’s repetitive processes. These tools include approvals, process builder, workflows, and visual workflows. A Visual Flow allows you to automate complex business processes. Flows contain variables, resources, and actions. Visual Flows aren’t...