Reporting

Tracking Time on Your Projects and Tasks

7 min read25th of September 2015

Tracking time is one of the most crucial, yet often neglected and hated, elements of project management. Timesheet management and time tracking is even more important for professional service organizations that bill on a per hour basis or work...

Automate Project Processes with Salesforce Process Builder

11 min read23rd of September 2015

When using Cloud Coach for project management, you can use Salesforce process builder to streamline and automate some of your most common tasks. Salesforce process builder is a workflow tool you can use to automate business processes. It has...

Do you need Professional Services Automation (PSA)?

4 min read17th of September 2015

As a business that delivers projects or services at the core of the business model, rather than a physical product, then you’ve likely encountered many of the problems that face modern service organizations. In particular, you may face challenges...

Easily Standardize Project Communications Using Salesforce Email Templates

13 min read16th of September 2015

Maintaining your brand through your communications is even easier when you use Salesforce email templates. When you set up your email template, you can set your brand components, like logos and fonts. These templates can be set up for...

Finding a Solution for Project Management on the Salesforce Platform

3 min read11th of September 2015

Effective project management is one of the most important – if least talked about – growth areas for your business. Choosing the right project management solution is an important decision. The right project management tool can do more than...

Manage Changes to Your Projects with Field History

7 min read9th of September 2015

When you’re managing multiple complex projects, keeping track of the details can be a challenge. (That’s why you implemented Cloud Coach in the first place!) When something changes on a project, tracking the history of that change can be...

Customize Your Cloud Coach with New Fields

11 min read19th of August 2015

Your projects, and project management needs, are unique. weCloud Coach is highly customizable and allows you to create new fields on the project, phase, task, and ticket levels. These custom fields allow you to capture data specific to your...

Using Cloud Coach for IT Project Management with BMC Remedyforce

1 min read13th of August 2015

In today’s technology driven world, there’s an endless demand for IT projects. Managing the high volume of projects, associated timelines and resource allocations adds an additional strain on an already busy department. Adding Cloud Coach to your existing BMC...

Dig into Cloud Coach Project Details with Matrix Reports

8 min read11th of August 2015

Sometimes, you really need to dig into the details of a Cloud Coach project. Matrix reports, leveraging the Salesforce platform, allow you to look at several different dimensions simultaneously, giving you a robust view of your project. Matrix Reports...

Manage Client Retainers

4 min read5th of August 2015

Learn how to easily manage your client retainers with Cloud Coach Retainers are a way for professional service companies to provide clients with a bucket of professional services from which they can draw down. There are two basic kinds...