Frictionless PSA.
Built To Move.
Cloud Coach helps services teams plan faster, track smarter, and deliver with confidence, all natively inside Salesforce.
Cloud Coach helps services teams plan faster, track smarter, and deliver with confidence, all natively inside Salesforce.
Rated 4.5 out of 5
Traditional PSA
Complex, finance-first setup
Admin overload
ERP-level deployment
Disconnected from CRM
Stops at onboarding
Execution-first, built for services teams
Automates grunt work across delivery
Live in weeks, not months
100% Salesforce-native
Full-lifecycle services momentum
Traditional PSA
Complex, finance-first setup
Admin overload
ERP-level deployment
Disconnected from CRM
Stops at onboarding
Execution-first, built for services teams
Automates grunt work across delivery
Live in weeks, not months
100% Salesforce-native
Full-lifecycle services momentum
Traditional PSA
Complex, finance-first setup
Admin overload
ERP-level deployment
Disconnected from CRM
Stops at onboarding
Execution-first, built for services teams
Automates grunt work across delivery
Live in weeks, not months
100% Salesforce-native
Full-lifecycle services momentum
What Frictionless PSA Looks Like
Cloud Coach helps services teams plan faster, track smarter, and deliver with confidence, all natively inside Salesforce.
Cloud Coach helps services teams plan faster, track smarter, and deliver with confidence, all natively inside Salesforce.
Friction Removed
Impact Delivered
Admin overload
50%
Reduction in manual tasks
Reduction in
manual tasks
Delayed handoffs
40%
Faster project launches
Project overruns
30%
Fewer deadline misses
Missed billable hours
15%
More revenue captured
Poor visibility
90%
Forecasting accuracy
No Syncs.
No Silos.
No Problems.
Cloud Coach runs where your team already works, inside Salesforce. That means no exports, no middleware, and no reconciling systems that never agree. And because we inherit Salesforce permissions, logic, and reporting, your IT team already likes us.
No Duplicate Data
No Duplicate Data
Everything lives in Salesforce, so your records stay in one place with no syncing, no copies, and no conflicting versions of the truth.
No Added Security Risk
No Added
Security Risk
Because delivery runs inside your existing org, you inherit the Salesforce permissions and compliance controls you already trust.
No Disconnected Workflows
No Disconnected Workflows
Sales, projects, and billing operate on the same platform, so handoffs happen automatically instead of bouncing between tools.
No Integration Nightmares
No Integration Nightmares
There are no fragile middleware connectors to maintain, which means fewer breakages and far less ongoing IT overhead.
No Duplicate Data
Everything lives in Salesforce, so your records stay in one place with no syncing, no copies, and no conflicting versions of the truth.
No Disconnected Workflows
Sales, projects, and billing operate on the same platform, so handoffs happen automatically instead of bouncing between tools.
No Added Security Risk
Because delivery runs inside your existing org, you inherit the Salesforce permissions and compliance controls you already trust.
No Integration Nightmares
There are no fragile middleware connectors to maintain, which means fewer breakages and far less ongoing IT overhead.
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.
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
“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