Customer Onboarding

Using Gantt Charts for Project Management in Salesforce

7 min read28th of September 2021

What are Gantt Charts? A Gantt chart is a visual representation of a project timeline. It shows the progression of the projects based on the task completion. The Gantt chart also displays the critical path of the project and...

Salesforce CPQ for Professional Services Automation

9 min read27th of September 2021

What is CPQ The term CPQ refers to “Configure, Price, Quote”. Practically speaking, it’s a category of sales tools aimed at increasing the efficiency of an organization’s sales teams to help drive revenue. The tool helps organize price books...

What are Salesforce Milestones?

6 min read24th of September 2021

Milestones break a project into the key moments or significant completion points along the project lifecycle. These points along the timeline can give Project Managers, or other stakeholders on a project or within an organization, a quick method to...

How to create Reports in Salesforce

10 min read21st of September 2021

There’s lots of information and data in your org, but you need to visualize trends, progress, and the relationships between different types of data of your projects. Salesforce has built-in functionality that allows you to build reports and create...

Salesforce List Views for Project Management

9 min read6th of August 2021

What are List Views in Salesforce? List Views within Salesforce give users the ability to create and, more importantly, customize a list of records on an object. The list allows filters to be used to simply create a list...

Talking Stage-Gates with Hostess Brands

14 min read16th of September 2021

A stage-gate (sometimes called a phase gate) is a project management technique, ideal for large organizations with projects that involve large teams, multiple departments and numerous stakeholders. Typically, stage-gates break up large projects into a series of stages with...

Process Builder vs Flows: navigating Salesforce automation

7 min read19th of May 2021

Process Builder and Flows are both built using the same Salesforce feature called Lightning Flow.  But what are the differences between the two, and when should you be using each? Below, we’ve answered some of the most common questions...

6 Cloud Coach features that will help you onboard customers faster on Salesforce

8 min read10th of April 2021

Salesforce is a powerful tool for customer relationship management, but organizations can sometimes overlook how they could harness the strength of the Salesforce platform for their customer onboarding projects. With Cloud Coach’s full suite of customer onboarding tools, you...

Choosing the right Salesforce-native project management app

5 min read10th of February 2021

If you’re thinking about running your projects on Salesforce, it can be hard to know where to start. A quick search for ‘project management’ on AppExchange might only complicate things further, with – at the time of writing –...

Cloud Coach… going downhill fast

2 min read3rd of March 2021

In February, Cloud Coach took part in the RethinkAbility Ski Challenge 2021, at Winter Park, Colorado. The RethinkAbility Ski Challenge, benefiting the National Sports Center for the Disabled (NSCD), saw a number of corporate teams take part in a...