Customer Onboarding

Building Salesforce Dashboards to Visualize Your Project Data

11 min read29th of July 2015

Managing projects is about more than just making sure that action items get done, and that you meet milestone dates. With Cloud Coach, you will get data about your projects, tasks, and teams that you can use to build...

Project Reporting in Cloud Coach

3 min read27th of July 2015

As a busy project manager, having access to up-to-date, accurate project information is important. With Cloud Coach, project reporting is always at your fingertips 24 hours a day, 365 days a year. Ready-to-Use Reports Cloud Coach has many ready-to-use...

Creating Salesforce Reports Using Your Cloud Coach Objects

8 min read22nd of July 2015

One of the most important reasons to track your projects in Salesforce is the ability to report on the measurable data that your projects generate. Whether you want to produce reports on the volume of tickets created by customer,...

Make Your Project Work for You – Validation Rules

7 min read15th of July 2015

Today’s business is data driven – that’s probably one of the many reasons you have implemented Cloud Coach and Salesforce in your organization. The ability to report on, segment and view your business data in hundreds, if not thousands of ways...

Tracking Your Project Status Updates

5 min read13th of July 2015

As a busy project manager, you need a quick and easy way to track the status of your projects and tasks, drawing your attention to potential problems before they get out of control. Cloud Coach provides multiple ways for...

Client Rate Cards in Cloud Coach

5 min read10th of July 2015

How are you tracking your billable hours? If you’re still relying on spreadsheets or time tracking applications, you could be under-billing for your team’s efforts. When you set up rate cards in Salesforce using Cloud Coach functionality, you can...

Make Your Project Work for You – Workflows

10 min read8th of July 2015

Workflows are automated processes within Salesforce that are triggered by a user or based on a time period.  Once the project workflow has been triggered it can be associated with an action such as an email alert, field update,...

Project Teamwork and Collaboration

6 min read6th of July 2015

Projects aren’t done by systems – they’re done by people. The convenience and usability of your project management tools can have a significant impact on how well your team is able to complete project tasks. Cloud Coach makes it...

Monitoring Your Project Costs, Rates, and Utilization in Cloud Coach

5 min read29th of June 2015

https://www.youtube.com/watch?v=brRV69-uzwo Effective project management requires the management of project scope, timelines, and costs. With Cloud Coach, along with the tracking the projects and task that your team is working upon, you can also: capture the cost to your business...

Project Resourcing in Cloud Coach

5 min read22nd of June 2015

Project resourcing is the process of adding team members to complete project tasks. In Cloud Coach, resourcing is both skill and location based. In our organization, we have skills for “Designer,” “Tester,” and “Business Analyst.” We have team members...