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Cloud Coach is a customer onboarding and professional services automation (PSA) solution that is built on the Salesforce platform. It offers a range of project management, customer onboarding, PSA, and project portfolio management (PPM) solutions. The company aims to help organizations optimize their utilization, decrease churn, increase time to value, improve delivery capacity, and decrease project risk.
With Cloud Coach's project management capabilities, users can manage project schedules, plan and assign resources, and collaborate with stakeholders. The professional services automation solution allows for real-time revenue recognition and billing, accurate time entry and utilization metrics, and financial reporting. The portfolio management capabilities enable customers to manage multiple projects across different initiatives.
Cloud Coach has received positive feedback from customers in various industries who have reported streamlining processes, bringing cross-functional teams together, improving visibility into customer implementation processes, and reducing time spent on entering time.
Overall, Cloud Coach provides a secure and scalable solution for organizations looking to deliver successful projects using the Salesforce platform.