Cloud Coach Tools

Cloud Coach includes the most important capabilities people like you depend on to get the job done fast and accurately. Best of all you can get started for free today by downloading our Fundamentals tier, don’t let the lack of price tag fool you, Fundamentals delivers many of the features other vendors charge for!

• Create projects from your favorite Salesforce records
• Use project templates to follow best practices
• See your projects in the view that works for you
• Assign project tasks to your team
• See all your tasks in one place
• Keep track of progress across all your projects
• Report on all your KPIs in real-time
• Classic or Lightning, Cloud Coach runs seamlessly in either interface

Cloud Coach Professional builds upon & adds to the great capabilities that you get with our always FREE Fundamentals tier, putting you in the driver’s seat to Project Success.

• Organize projects into phased deliverables
• Meet better and save yourself time
• Share information with your customers
• Manage the capacity of your team
• Track time

Cloud Coach Enterprise provides the tools that power professional services and project delivery. With automation built throughout you can get more done with less and track project progress, financials, and profitability seamlessly. When bumps in the road appear, such as risks or issues, no problem – we’ve got you covered.

• Create projects from your favorite Salesforce records
• Learn quickly with project templates
• Next generation Gantt charts
• Assign project tasks based on skills
• Track time simply and FAST
• Keep track of progress across all your projects
• Risk, issues, and change. Manage them all effectively
• Documentation - Documents, meetings, and requirements
• Keep stakeholders informed. Share project status with customers
• Full cost tracking; Project profitability & ROI
• Lightning or Classic? Cloud Coach runs seamlessly on either interface

Cloud Coach Ultimate includes and builds on the functionality from Cloud Coach Enterprise by providing the tools you need to prioritize project demand with strategic business objectives, sort into portfolios, do a cost vs benefit analysis, and approve the most important projects to your business.

• Manage demand intake project requests from the business
• Use portfolios to organize demand
• Determine what gives the best ROI
• Get the right approvals at the right time
• Manage project timelines easily and effectively
• Track financial performance across all your portfolios
• Risk, issues, and changes. Easily manage whatever comes up
• Keep track of progress across all projects
• Track resources load and capacity
• Lightning or Classic? Cloud Coach runs seamlessly on either interface