Workflow – Advisor
—⤢✕
Ask me a question…
Workflow – Advisor
—⤢✕
Ask me a question…
Workflow editorCLICKS · NOT CODE
Time to change
By your admin ·
no ticket, no consultant
no ticket, no consultant
Step added: Review
Flow re-routed
Live · v8 published
Onboarding workflow · editing live
LIVE · v8
▶Start
✓Review
⚑Complete
Automate the Process Work That Slows Teams Down
Automate the Process Work That Slows Teams Down
Repeatable workflows handle the handoffs, approvals, and notifications, so your team spends time delivering, not chasing.
Repeatable workflows handle the handoffs, approvals, and notifications, so your team spends time delivering, not chasing.
Change Your Process as Fast as Your Business Changes
Change Your Process as Fast as Your Business Changes
Update a workflow in minutes, with clicks, not code.
No ticket to IT, no consultant on retainer.
Process automationRUNS ITSELF
Steps automated · wk
Handoffs, approvals &
notifications, hands-free
notifications, hands-free
Handoffs
Approvals
Notifications
Delivery workflow · live run
▶Kickoff
✓
⇄Handoff
✓
✓Approval
✓
🔔Notify
0 chase-ups required
✓
Delivery standards3 METHODOLOGIES
Core-stage compliance
100%
Every team, same
backbone · flex where
it doesn't matter
backbone · flex where
it doesn't matter
Core · locked
Flexible step
One backbone · three delivery styles
Waterfall
▶
◆
✓
⚑
Scrum-Fall
▶
◆
✓
⚑
Kanban
▶
◆
✓
⚑
◆ CORE STAGES LOCKED · MIDDLE STEP FLEXES
Standardize Delivery Without Losing Flexibility
Standardize Delivery Without Losing Flexibility
Every team follows the same process where it matters, and adapts where it doesn't.
Rigid, Hardcoded Processes
Automations nobody can safely touch once built.
IT Ticket Queues
A small change waits in line behind everything else.
Consultant-Built Automations
Every workflow update runs through an outside expert.
Break on Change
Update one field and the automation silently fails.
Flexible, Admin-Built Workflows
Flexible, Admin-Built Workflows
Flexible, Admin-Built Workflows
Your team designs and updates automations directly.
No Ticket Required
No Ticket Required
No Ticket Required
Changes happen the same day the need appears.
Owned Internally
Owned Internally
Owned Internally
No outside dependency for the processes that run you.
Built to Adapt
Built to Adapt
Built to Adapt
Workflows flex as your process evolves, without breaking.
Automation Your Admin Owns, Not Your Consultant.
Automation Your Admin Owns, Not Your Consultant.
Workflows built natively on Salesforce mean changes happen with clicks, governed by the security model you already trust, without a ticket to an outside team.
Workflows built natively on Salesforce mean changes happen with clicks, governed by the security model you already trust, without a ticket to an outside team.
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
“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
“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 halved the amount of time project setup is taking.”
Janelle Roza
Applications Support Analyst
CivicPlus
“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.