Billing – Advisor
—⤢✕
Ask me a question…
Billing – Advisor
—⤢✕
Ask me a question…
Billable hoursLIVE · MID-MONTH
Billable ratio
0%TARGET 78%
64h billable · 20h non-billable
dip flagged day 11, not day 30
dip flagged day 11, not day 30
Billable vs non-billable
LIVE
! Below target · day 11
BILLABLENON-BILL
DAY 1DAY 15DAY 30
Stop Losing
Revenue in the Gap
Time entry connected directly to billing, so hours worked become hours invoiced, automatically.
Time entry connected directly to billing, so hours worked become hours invoiced, automatically.
See Margin in Real
Time, Not at Month End
Track billable versus non-billable hours as they happen, so margin erosion shows up while there's still time to fix it.
Invoice · Acme, 1200 Widgets
Total due
+$1,200
+$900
+$2,400
+$750
+$600
+$350
Generated from tracked
time & expenses
time & expenses
Re-keyed0
Errors0
Time to bill38s
SENT
Line items · #INV-0247
DESCRIPTIONHRSAMOUNT
Project definition8$1,200
Design phase6$900
Design pages16$2,400
Create sitemap5$750
Review full site4$600
Expenses—$350
Total due
Revenue capture▼ LEAKAGE 0%
Invoiced from time
Worked 18.5h · Billed 18.5h
Time tracked
Design pages8h
Create sitemap6.5h
Review site4h
8h → $
6.5h→$
4h → $
Invoice
Design pgs$1,200
Sitemap$950
Review$1,250
Total
Bill Faster,
With Fewer Errors
Invoices generated directly from tracked time and expenses, so nothing gets re-keyed, re-checked, or re-sent.
Data Exports
Pulling billing data into spreadsheets just to reconcile the numbers.
Sync Layers
Brittle connectors that break whenever a field or object changes.
Middleware
Third-party tools bolted on between systems to shuttle data around.
Consultant Dependency
Waiting on outside experts every time you need a small change.
Real-Time Visibility
Real-Time Visibility
Real-Time Visibility
Billing updates the moment your data changes.
Your Org's Security Model
Your Org's Security Model
Your Org's Security Model
Permissions and sharing rules inherited straight from Salesforce.
Admin Configurable
Admin Configurable
Admin Configurable
Tailor fields, layouts, and logic with clicks, not code or consultants.
AI on Data it Can Trust
AI on Data it Can Trust
AI on Data it Can Trust
Insights run on live records that never leave the platform.
Billing Accuracy Starts With Not Leaving Salesforce.
Billing Accuracy Starts With Not Leaving Salesforce.
Time, expenses, and invoices connected to the same record your project runs on. No export to reconcile, no sync layer to break, no gap for revenue to leak through.
Time, expenses, and invoices connected to the same record your project runs on. No export to reconcile, no sync layer to break, no gap for revenue to leak through.
Gamechanging Outcomes
Results Worth Talking About. Stories Worth Sharing.
“We’ve seen a reduction of 3,400 hours annually across our workforce on entering time alone, allowing us to redeploy those hours to work with our clients.”
Chris McLeod
Vice President, Enterprise PMO
Net Health
“Cloud Coach has halved the amount of time project setup is taking.”
Janelle Roza
Applications Support Analyst
CivicPlus
“With Cloud Coach, we were immediately able to reduce the need for 2 FTEs for project data administration and resource management.”
Steve Lee
Head of PMO
Red Bee Media
“It’s given us the accuracy and consistency we want when calculating the commissions. We have visibility on every project and status and the tasks involved. We are able to deliver on time and on budget and track that with early warning. We are also able to balance our resource loads and, finally, we are able to customize and add things on.”
Nick Yarymovych
CEO
Cloudpointe
“Reporting processes that would take 10 hours have been reduced to under an hour.”
Chris Hannegan
IT Project Manager - Laboratory Integration Services
Exact Sciences
“Cloud Coach has made us more efficient and more scalable as a company.”
Dan Williams
Co Founder & MD
Comnexa
“With Cloud Coach we lose less time because, at a glance, we can clearly see exactly where we are on any given project. There's now granularity on who needs to do what, and when.”
Paul Antoine
Salesforce Project Manager, JES
Gamechanging Outcomes
Results Worth Talking About. Stories Worth Sharing.
“We’ve seen a reduction of 3,400 hours annually across our workforce on entering time alone, allowing us to redeploy those hours to work with our clients.”
Chris McLeod
Vice President, Enterprise PMO
Net Health
“Cloud Coach has halved the amount of time project setup is taking.”
Janelle Roza
Applications Support Analyst
CivicPlus
“With Cloud Coach, we were immediately able to reduce the need for 2 FTEs for project data administration and resource management.”
Steve Lee
Head of PMO
Red Bee Media
“It’s given us the accuracy and consistency we want when calculating the commissions. We have visibility on every project and status and the tasks involved. We are able to deliver on time and on budget and track that with early warning. We are also able to balance our resource loads and, finally, we are able to customize and add things on.”
Nick Yarymovych
CEO
Cloudpointe
“Reporting processes that would take 10 hours have been reduced to under an hour.”
Chris Hannegan
IT Project Manager - Laboratory Integration Services
Exact Sciences
“Cloud Coach has made us more efficient and more scalable as a company.”
Dan Williams
Co Founder & MD
Comnexa
“With Cloud Coach we lose less time because, at a glance, we can clearly see exactly where we are on any given project. There's now granularity on who needs to do what, and when.”
Paul Antoine
Salesforce Project Manager, JES
Gamechanging Outcomes
Results Worth Talking About. Stories Worth Sharing.
“We’ve seen a reduction of 3,400 hours annually across our workforce on entering time alone, allowing us to redeploy those hours to work with our clients.”
Chris McLeod
Vice President, Enterprise PMO
Net Health
“Cloud Coach has halved the amount of time project setup is taking.”
Janelle Roza
Applications Support Analyst
CivicPlus
“With Cloud Coach, we were immediately able to reduce the need for 2 FTEs for project data administration and resource management.”
Steve Lee
Head of PMO
Red Bee Media
“It’s given us the accuracy and consistency we want when calculating the commissions. We have visibility on every project and status and the tasks involved. We are able to deliver on time and on budget and track that with early warning. We are also able to balance our resource loads and, finally, we are able to customize and add things on.”
Nick Yarymovych
CEO
Cloudpointe
“Reporting processes that would take 10 hours have been reduced to under an hour.”
Chris Hannegan
IT Project Manager - Laboratory Integration Services
Exact Sciences
“Cloud Coach has made us more efficient and more scalable as a company.”
Dan Williams
Co Founder & MD
Comnexa
“With Cloud Coach we lose less time because, at a glance, we can clearly see exactly where we are on any given project. There's now granularity on who needs to do what, and when.”
Paul Antoine
Salesforce Project Manager, JES
40% Faster Onboarding
Teams start delivering on day one instead of week three, so momentum (and revenue recognition) begins the second the contract is signed.
30% Fewer
Project Overruns
Closing that gap turns work you've already done into work you invoice.
15% More
Billable Hours
Make every billable hour count with easier time tracking and invoicing.
20% Boost
in Utilization
A real-time picture of who's allocated, who's available, and what's coming next lets you staff the right people to the right work before bottlenecks form.
40% Faster Onboarding
Teams start delivering on day one instead of week three, so momentum (and revenue recognition) begins the second the contract is signed.
30% Fewer
Project Overruns
Closing that gap turns work you've already done into work you invoice.
15% More
Billable Hours
Make every billable hour count with easier time tracking and invoicing.
20% Boost
in Utilization
A real-time picture of who's allocated, who's available, and what's coming next lets you staff the right people to the right work before bottlenecks form.
40% Faster Onboarding
Teams start delivering on day one instead of week three, so momentum (and revenue recognition) begins the second the contract is signed.
30% Fewer
Project Overruns
Closing that gap turns work you've already done into work you invoice.
15% More
Billable Hours
Make every billable hour count with easier time tracking and invoicing.
20% Boost
in Utilization
A real-time picture of who's allocated, who's available, and what's coming next lets you staff the right people to the right work before bottlenecks form.
Top Ratings on G2 and AppExchange.
Tonya Kraan
Chief Operating Officer
★★★★★
A Must Have For Project Management - Especially Gantt Charts & Time Tracking - My consulting firm has used Cloud Coach Professional for more than a year. We started with the free version and then upgraded so we could implement Time Tracking. I can’t imagine running my business without Cloud Coach Professional and highly recommend it to anyone who wants to track ‘billable hours’.
Matt Romero
Senior PM & Process Analyst
★★★★★
Best PSA for Salesforce + robust time-tracking + amazing implementation partner - I was a Project Manager for several years prior working with Salesforce vendors and projects and this one by far was the best vendor, pm, devs to implement and sales rep I have ever worked with. Not to mention the app is amazing, very versatile, clean, time-tracking features out weighed all the major players in my analysis and more.
Tim Lockie
Chief Executive Officer
★★★★★
Ultimate is the add-on that I’ve personally been most excited about because of its ability to move past the standard metrics on deliverability and into strategic forecasting and it’s ability to handle strategic objective for investments and measure their effectiveness using KPIs at the project level.
TB
Tyler Beach
★★★★★
The Structure we Needed - Cloud coach helped us finally standardize our delivery methodology across our entire post-sale organization. Creating unique project templates based on product purchases has been an awesome change to give our project managers additional structure, while allowing us to stay flexible with a wide range of customer use cases
KL
Kris Labovitch
★★★★★
Cloud Coach is a powerful and highly customizable project management solution that integrates seamlessly with Salesforce. It’s intuitive, scalable, and packed with features like Gantt charts, resource allocation, and time tracking. Performance should be considered if you’re layering on extensive custom development, but overall it’s an excellent enterprise tool I’d strongly recommend.
Tonya Kraan
Chief Operating Officer
★★★★★
A Must Have For Project Management - Especially Gantt Charts & Time Tracking - My consulting firm has used Cloud Coach Professional for more than a year. We started with the free version and then upgraded so we could implement Time Tracking. I can’t imagine running my business without Cloud Coach Professional and highly recommend it to anyone who wants to track ‘billable hours’.
Matt Romero
Senior PM & Process Analyst
★★★★★
Best PSA for Salesforce + robust time-tracking + amazing implementation partner - I was a Project Manager for several years prior working with Salesforce vendors and projects and this one by far was the best vendor, pm, devs to implement and sales rep I have ever worked with. Not to mention the app is amazing, very versatile, clean, time-tracking features out weighed all the major players in my analysis and more.
Tim Lockie
Chief Executive Officer
★★★★★
Ultimate is the add-on that I’ve personally been most excited about because of its ability to move past the standard metrics on deliverability and into strategic forecasting and it’s ability to handle strategic objective for investments and measure their effectiveness using KPIs at the project level.
TB
Tyler Beach
★★★★★
The Structure we Needed - Cloud coach helped us finally standardize our delivery methodology across our entire post-sale organization. Creating unique project templates based on product purchases has been an awesome change to give our project managers additional structure, while allowing us to stay flexible with a wide range of customer use cases
KL
Kris Labovitch
★★★★★
Cloud Coach is a powerful and highly customizable project management solution that integrates seamlessly with Salesforce. It’s intuitive, scalable, and packed with features like Gantt charts, resource allocation, and time tracking. Performance should be considered if you’re layering on extensive custom development, but overall it’s an excellent enterprise tool I’d strongly recommend.
MS
Meghan Smith
★★★★★
Happily New to Cloud Coach - I am in the process of converting to Cloud Coach from another project management platform and I am very happy with the choice. My team's role is in implementation/onboarding of our software product, and we have found ourselves floundering with PM solutions that do not serve our need for scalability and improved efficiency as our workload and client complexity both increase. Cloud Coach has really helped us turn that around. The platform is intuitive and easy to use, helping us drive project team behaviors that suit our business needs, while also offering robust reporting that allows leadership to focus on the relevant data points of the big picture. I am still learning many of the capabilities, tips, and tricks of the system but have been enjoying both the journey of discovery and the results I'm seeing even with my limited newbie knowledge.
CW
Colby Whetstone
★★★★★
Cloud Coach = Project Management - Cloud Coach is an excellent tool for combining all of our project management systems into one central system. This has helped us considerably to understand our project lifecycle and we look forward to future success.
Lindsey Giles
★★★★★
Solid project management solution natively integrated with Salesforce - Cloud Coach is helping us solve several key challenges around project visibility, accountability, and process consistency. Before using it, our project tracking was scattered across spreadsheets and emails, which made it hard to report on progress or hold teams accountable. Now, everything is centralized in Salesforce where our users already work, so adoption has been much smoother.
Sergii
★★★★★
Great PSA tool! Great project management tool for Salesforce!
Alisa Ardini
★★★★★
Effective project management solution - I highly recommend Cloud Coach to any organisation looking for an effective project management solution. It makes creating and managing projects a lot easier, and allows us to have better insights into our work. As a result, our team is more efficient and productive. Customer Support, as well as our Account Manager, are always super helpful, friendly, and knowledgeable.
MS
Meghan Smith
★★★★★
Happily New to Cloud Coach - I am in the process of converting to Cloud Coach from another project management platform and I am very happy with the choice. My team's role is in implementation/onboarding of our software product, and we have found ourselves floundering with PM solutions that do not serve our need for scalability and improved efficiency as our workload and client complexity both increase. Cloud Coach has really helped us turn that around. The platform is intuitive and easy to use, helping us drive project team behaviors that suit our business needs, while also offering robust reporting that allows leadership to focus on the relevant data points of the big picture. I am still learning many of the capabilities, tips, and tricks of the system but have been enjoying both the journey of discovery and the results I'm seeing even with my limited newbie knowledge.
CW
Colby Whetstone
★★★★★
Cloud Coach = Project Management - Cloud Coach is an excellent tool for combining all of our project management systems into one central system. This has helped us considerably to understand our project lifecycle and we look forward to future success.
Lindsey Giles
★★★★★
Solid project management solution natively integrated with Salesforce - Cloud Coach is helping us solve several key challenges around project visibility, accountability, and process consistency. Before using it, our project tracking was scattered across spreadsheets and emails, which made it hard to report on progress or hold teams accountable. Now, everything is centralized in Salesforce where our users already work, so adoption has been much smoother.
Sergii
★★★★★
Great PSA tool! Great project management tool for Salesforce!
Alisa Ardini
★★★★★
Effective project management solution - I highly recommend Cloud Coach to any organisation looking for an effective project management solution. It makes creating and managing projects a lot easier, and allows us to have better insights into our work. As a result, our team is more efficient and productive. Customer Support, as well as our Account Manager, are always super helpful, friendly, and knowledgeable.
Top Ratings on G2 and AppExchange.
Tonya Kraan
Chief Operating Officer
★★★★★
A Must Have For Project Management - Especially Gantt Charts & Time Tracking - My consulting firm has used Cloud Coach Professional for more than a year. We started with the free version and then upgraded so we could implement Time Tracking. I can’t imagine running my business without Cloud Coach Professional and highly recommend it to anyone who wants to track ‘billable hours’.
Matt Romero
Senior PM & Process Analyst
★★★★★
Best PSA for Salesforce + robust time-tracking + amazing implementation partner - I was a Project Manager for several years prior working with Salesforce vendors and projects and this one by far was the best vendor, pm, devs to implement and sales rep I have ever worked with. Not to mention the app is amazing, very versatile, clean, time-tracking features out weighed all the major players in my analysis and more.
Tim Lockie
Chief Executive Officer
★★★★★
Ultimate is the add-on that I’ve personally been most excited about because of its ability to move past the standard metrics on deliverability and into strategic forecasting and it’s ability to handle strategic objective for investments and measure their effectiveness using KPIs at the project level.
TB
Tyler Beach
★★★★★
The Structure we Needed - Cloud coach helped us finally standardize our delivery methodology across our entire post-sale organization. Creating unique project templates based on product purchases has been an awesome change to give our project managers additional structure, while allowing us to stay flexible with a wide range of customer use cases
KL
Kris Labovitch
★★★★★
Cloud Coach is a powerful and highly customizable project management solution that integrates seamlessly with Salesforce. It’s intuitive, scalable, and packed with features like Gantt charts, resource allocation, and time tracking. Performance should be considered if you’re layering on extensive custom development, but overall it’s an excellent enterprise tool I’d strongly recommend.
Tonya Kraan
Chief Operating Officer
★★★★★
A Must Have For Project Management - Especially Gantt Charts & Time Tracking - My consulting firm has used Cloud Coach Professional for more than a year. We started with the free version and then upgraded so we could implement Time Tracking. I can’t imagine running my business without Cloud Coach Professional and highly recommend it to anyone who wants to track ‘billable hours’.
Matt Romero
Senior PM & Process Analyst
★★★★★
Best PSA for Salesforce + robust time-tracking + amazing implementation partner - I was a Project Manager for several years prior working with Salesforce vendors and projects and this one by far was the best vendor, pm, devs to implement and sales rep I have ever worked with. Not to mention the app is amazing, very versatile, clean, time-tracking features out weighed all the major players in my analysis and more.
Tim Lockie
Chief Executive Officer
★★★★★
Ultimate is the add-on that I’ve personally been most excited about because of its ability to move past the standard metrics on deliverability and into strategic forecasting and it’s ability to handle strategic objective for investments and measure their effectiveness using KPIs at the project level.
TB
Tyler Beach
★★★★★
The Structure we Needed - Cloud coach helped us finally standardize our delivery methodology across our entire post-sale organization. Creating unique project templates based on product purchases has been an awesome change to give our project managers additional structure, while allowing us to stay flexible with a wide range of customer use cases
KL
Kris Labovitch
★★★★★
Cloud Coach is a powerful and highly customizable project management solution that integrates seamlessly with Salesforce. It’s intuitive, scalable, and packed with features like Gantt charts, resource allocation, and time tracking. Performance should be considered if you’re layering on extensive custom development, but overall it’s an excellent enterprise tool I’d strongly recommend.
MS
Meghan Smith
★★★★★
Happily New to Cloud Coach - I am in the process of converting to Cloud Coach from another project management platform and I am very happy with the choice. My team's role is in implementation/onboarding of our software product, and we have found ourselves floundering with PM solutions that do not serve our need for scalability and improved efficiency as our workload and client complexity both increase. Cloud Coach has really helped us turn that around. The platform is intuitive and easy to use, helping us drive project team behaviors that suit our business needs, while also offering robust reporting that allows leadership to focus on the relevant data points of the big picture. I am still learning many of the capabilities, tips, and tricks of the system but have been enjoying both the journey of discovery and the results I'm seeing even with my limited newbie knowledge.
CW
Colby Whetstone
★★★★★
Cloud Coach = Project Management - Cloud Coach is an excellent tool for combining all of our project management systems into one central system. This has helped us considerably to understand our project lifecycle and we look forward to future success.
Lindsey Giles
★★★★★
Solid project management solution natively integrated with Salesforce - Cloud Coach is helping us solve several key challenges around project visibility, accountability, and process consistency. Before using it, our project tracking was scattered across spreadsheets and emails, which made it hard to report on progress or hold teams accountable. Now, everything is centralized in Salesforce where our users already work, so adoption has been much smoother.
Sergii
★★★★★
Great PSA tool! Great project management tool for Salesforce!
Alisa Ardini
★★★★★
Effective project management solution - I highly recommend Cloud Coach to any organisation looking for an effective project management solution. It makes creating and managing projects a lot easier, and allows us to have better insights into our work. As a result, our team is more efficient and productive. Customer Support, as well as our Account Manager, are always super helpful, friendly, and knowledgeable.
MS
Meghan Smith
★★★★★
Happily New to Cloud Coach - I am in the process of converting to Cloud Coach from another project management platform and I am very happy with the choice. My team's role is in implementation/onboarding of our software product, and we have found ourselves floundering with PM solutions that do not serve our need for scalability and improved efficiency as our workload and client complexity both increase. Cloud Coach has really helped us turn that around. The platform is intuitive and easy to use, helping us drive project team behaviors that suit our business needs, while also offering robust reporting that allows leadership to focus on the relevant data points of the big picture. I am still learning many of the capabilities, tips, and tricks of the system but have been enjoying both the journey of discovery and the results I'm seeing even with my limited newbie knowledge.
CW
Colby Whetstone
★★★★★
Cloud Coach = Project Management - Cloud Coach is an excellent tool for combining all of our project management systems into one central system. This has helped us considerably to understand our project lifecycle and we look forward to future success.
Lindsey Giles
★★★★★
Solid project management solution natively integrated with Salesforce - Cloud Coach is helping us solve several key challenges around project visibility, accountability, and process consistency. Before using it, our project tracking was scattered across spreadsheets and emails, which made it hard to report on progress or hold teams accountable. Now, everything is centralized in Salesforce where our users already work, so adoption has been much smoother.
Sergii
★★★★★
Great PSA tool! Great project management tool for Salesforce!
Alisa Ardini
★★★★★
Effective project management solution - I highly recommend Cloud Coach to any organisation looking for an effective project management solution. It makes creating and managing projects a lot easier, and allows us to have better insights into our work. As a result, our team is more efficient and productive. Customer Support, as well as our Account Manager, are always super helpful, friendly, and knowledgeable.
Top Ratings on G2 and AppExchange.
Tonya Kraan
Chief Operating Officer
★★★★★
A Must Have For Project Management - Especially Gantt Charts & Time Tracking - My consulting firm has used Cloud Coach Professional for more than a year. We started with the free version and then upgraded so we could implement Time Tracking. I can’t imagine running my business without Cloud Coach Professional and highly recommend it to anyone who wants to track ‘billable hours’.
Matt Romero
Senior PM & Process Analyst
★★★★★
Best PSA for Salesforce + robust time-tracking + amazing implementation partner - I was a Project Manager for several years prior working with Salesforce vendors and projects and this one by far was the best vendor, pm, devs to implement and sales rep I have ever worked with. Not to mention the app is amazing, very versatile, clean, time-tracking features out weighed all the major players in my analysis and more.
Tim Lockie
Chief Executive Officer
★★★★★
Ultimate is the add-on that I’ve personally been most excited about because of its ability to move past the standard metrics on deliverability and into strategic forecasting and it’s ability to handle strategic objective for investments and measure their effectiveness using KPIs at the project level.
TB
Tyler Beach
★★★★★
The Structure we Needed - Cloud coach helped us finally standardize our delivery methodology across our entire post-sale organization. Creating unique project templates based on product purchases has been an awesome change to give our project managers additional structure, while allowing us to stay flexible with a wide range of customer use cases
KL
Kris Labovitch
★★★★★
Cloud Coach is a powerful and highly customizable project management solution that integrates seamlessly with Salesforce. It’s intuitive, scalable, and packed with features like Gantt charts, resource allocation, and time tracking. Performance should be considered if you’re layering on extensive custom development, but overall it’s an excellent enterprise tool I’d strongly recommend.
Tonya Kraan
Chief Operating Officer
★★★★★
A Must Have For Project Management - Especially Gantt Charts & Time Tracking - My consulting firm has used Cloud Coach Professional for more than a year. We started with the free version and then upgraded so we could implement Time Tracking. I can’t imagine running my business without Cloud Coach Professional and highly recommend it to anyone who wants to track ‘billable hours’.
Matt Romero
Senior PM & Process Analyst
★★★★★
Best PSA for Salesforce + robust time-tracking + amazing implementation partner - I was a Project Manager for several years prior working with Salesforce vendors and projects and this one by far was the best vendor, pm, devs to implement and sales rep I have ever worked with. Not to mention the app is amazing, very versatile, clean, time-tracking features out weighed all the major players in my analysis and more.
Tim Lockie
Chief Executive Officer
★★★★★
Ultimate is the add-on that I’ve personally been most excited about because of its ability to move past the standard metrics on deliverability and into strategic forecasting and it’s ability to handle strategic objective for investments and measure their effectiveness using KPIs at the project level.
TB
Tyler Beach
★★★★★
The Structure we Needed - Cloud coach helped us finally standardize our delivery methodology across our entire post-sale organization. Creating unique project templates based on product purchases has been an awesome change to give our project managers additional structure, while allowing us to stay flexible with a wide range of customer use cases
KL
Kris Labovitch
★★★★★
Cloud Coach is a powerful and highly customizable project management solution that integrates seamlessly with Salesforce. It’s intuitive, scalable, and packed with features like Gantt charts, resource allocation, and time tracking. Performance should be considered if you’re layering on extensive custom development, but overall it’s an excellent enterprise tool I’d strongly recommend.
MS
Meghan Smith
★★★★★
Happily New to Cloud Coach - I am in the process of converting to Cloud Coach from another project management platform and I am very happy with the choice. My team's role is in implementation/onboarding of our software product, and we have found ourselves floundering with PM solutions that do not serve our need for scalability and improved efficiency as our workload and client complexity both increase. Cloud Coach has really helped us turn that around. The platform is intuitive and easy to use, helping us drive project team behaviors that suit our business needs, while also offering robust reporting that allows leadership to focus on the relevant data points of the big picture. I am still learning many of the capabilities, tips, and tricks of the system but have been enjoying both the journey of discovery and the results I'm seeing even with my limited newbie knowledge.
CW
Colby Whetstone
★★★★★
Cloud Coach = Project Management - Cloud Coach is an excellent tool for combining all of our project management systems into one central system. This has helped us considerably to understand our project lifecycle and we look forward to future success.
Lindsey Giles
★★★★★
Solid project management solution natively integrated with Salesforce - Cloud Coach is helping us solve several key challenges around project visibility, accountability, and process consistency. Before using it, our project tracking was scattered across spreadsheets and emails, which made it hard to report on progress or hold teams accountable. Now, everything is centralized in Salesforce where our users already work, so adoption has been much smoother.
Sergii
★★★★★
Great PSA tool! Great project management tool for Salesforce!
Alisa Ardini
★★★★★
Effective project management solution - I highly recommend Cloud Coach to any organisation looking for an effective project management solution. It makes creating and managing projects a lot easier, and allows us to have better insights into our work. As a result, our team is more efficient and productive. Customer Support, as well as our Account Manager, are always super helpful, friendly, and knowledgeable.
MS
Meghan Smith
★★★★★
Happily New to Cloud Coach - I am in the process of converting to Cloud Coach from another project management platform and I am very happy with the choice. My team's role is in implementation/onboarding of our software product, and we have found ourselves floundering with PM solutions that do not serve our need for scalability and improved efficiency as our workload and client complexity both increase. Cloud Coach has really helped us turn that around. The platform is intuitive and easy to use, helping us drive project team behaviors that suit our business needs, while also offering robust reporting that allows leadership to focus on the relevant data points of the big picture. I am still learning many of the capabilities, tips, and tricks of the system but have been enjoying both the journey of discovery and the results I'm seeing even with my limited newbie knowledge.
CW
Colby Whetstone
★★★★★
Cloud Coach = Project Management - Cloud Coach is an excellent tool for combining all of our project management systems into one central system. This has helped us considerably to understand our project lifecycle and we look forward to future success.
Lindsey Giles
★★★★★
Solid project management solution natively integrated with Salesforce - Cloud Coach is helping us solve several key challenges around project visibility, accountability, and process consistency. Before using it, our project tracking was scattered across spreadsheets and emails, which made it hard to report on progress or hold teams accountable. Now, everything is centralized in Salesforce where our users already work, so adoption has been much smoother.
Sergii
★★★★★
Great PSA tool! Great project management tool for Salesforce!
Alisa Ardini
★★★★★
Effective project management solution - I highly recommend Cloud Coach to any organisation looking for an effective project management solution. It makes creating and managing projects a lot easier, and allows us to have better insights into our work. As a result, our team is more efficient and productive. Customer Support, as well as our Account Manager, are always super helpful, friendly, and knowledgeable.