Automate the Busywork. Accelerate the Real Work
Cloud Coach lets you build workflows that remove bottlenecks, reduce manual tasks, and keep every project in motion—without babysitting.
Manual task creation
What’s Broken Today
If your team’s drowning in updates, check-ins, or copy/paste chaos, it’s not just annoying—it’s expensive.
Delayed handoffs
Status updates done by Slack, email, and memory
You’re not delivering more.
You’re just delivering harder.
Approvals that disappear in inboxes
What Workflows & Automation Unlocks
Cloud Coach lets you build logic-based rules and workflows that keep projects moving—without your team needing to think about it. Your project plan becomes a machine.
- 01Automation
- 02Routing
- 03Alerts
- 04Delivery
- 05Sync
Auto-create tasks based on stage, deal, or service type
Route approvals instantly to the right people
Trigger notifications and alerts when projects stall
Kick off delivery as soon as a deal closes in Salesforce
Sync status updates, owners, and due dates with zero touch
Automation
Auto-create tasks based on stage, deal, or service type
Routing
Route approvals instantly to the right people
Alerts
Trigger notifications and alerts when projects stall
Delivery
Kick off delivery as soon as a deal closes in Salesforce
Sync
Sync status updates, owners, and due dates with zero touch
Real-World Scenarios
Closed-Won Triggers Delivery
The moment a deal closes, Cloud Coach automatically kicks off the right onboarding project, assigns the right team, and populates the entire task structure—no one lifts a finger.
Deadline Miss Detected
A milestone slips by 24 hours. Cloud Coach flags the project as “At Risk,” alerts the PM, reorders the remaining tasks, and sends an exec summary to leadership—instantly.
Key Capabilities
Capability
Why It Matters
Results That Stick
90%
On-Time Approvals & Task Completions
100%
Automated Handoffs
50%
Reduction in Manual Admin
“Our delivery engine used to require constant oversight. It runs itself—and we’ve scaled without growing headcount.”
Director of Delivery, B2B SaaS Company
“Will My Team Actually Use It?”
That’s the point—they won’t have to.
Once built, workflows fire in the background. No learning curve. No micromanagement. Just momentum. And because it’s built in Salesforce, it works where your teams already do.
Why It Matters to Every Buyer
Drive more output without burning out your team
Save hours each week chasing updates or task setups
Scale services delivery without scaling cost
No new platforms—use Salesforce-native automation logic
VP of Services
Drive more output without burning out your team
Project Managers
Save hours each week chasing updates or task setups
CFO / RevOps
Scale services delivery without scaling cost
IT Admin
No new platforms—use Salesforce-native automation logic
How We Stack Up
Certinia → “Tied to ERP workflows, not project-specific”
Cloud Coach → Built for delivery-first motion.
Kantata → “Workflow builder is rigid, limited triggers”
Cloud Coach → Visual, flexible logic engine.
Zapier→ ”Not secure, not scalable, not native”
Cloud Coach → 100% Salesforce-native + secure”
Manual Processes → “Time drain, high error risk, no scale”
Cloud Coach → Automate what slows you down, no extra tools needed.
Let Your PSA Do the Busywork.
Cloud Coach automates the pain so your team can focus on what matters: delivering results.
