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Cloud Coach | Professional Services Automation, Project & Resource Management

End-to-end PSA for customer onboarding, time tracking, and customer success

Overview

Our Salesforce-Native PSA solution helps companies with 50+ employees boost project delivery through powerful project & resource management. It supports Fixed Price & Time and Materials models, streamlines onboarding, and improves financial visibility.

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See How Cloud Coach | Professional Services Automation, Project & Resource Management Works

  • Salesforce-Native Advantage: Cloud Coach is built 100% on Salesforce to deliver secure, seamless Professional Services Automation (PSA) with real-time visibility, unified workflows, and faster go-lives—without complex integrations or custom development.

  • Drives Operational Momentum: Cloud Coach turns PSA into an execution engine for Project Management and Customer onboarding. Teams act quickly, avoid delays, and own outcomes—keeping operational momentum high and delivery on track across the organization.

  • Maximizes Revenue & Profitability: Cloud Coach helps Professional Services and Financial Services reduce revenue leakage, track billable hours, and monetize delivery—making PSA a profit engine with smart Resource Management and outcome-focused execution.

  • Eliminates Friction & Complexity: Cloud Coach simplifies PSA delivery by reducing admin work and complexity. Teams in Customer Success and Resource Management scale faster—without rigid ERP tools or friction that slows down adoption or delivery.

  • Built for Scaling Services: Built for scaling Professional Services, Financial Services, and Consulting teams, Cloud Coach PSA supports growth with efficient delivery, optimized Resource Management, and scalable success from mid-market to enterprise.

  • Automates Delivery & Workflows: Cloud Coach automates Project Management, Customer onboarding, and Resource Management—cutting manual work, boosting efficiency, and letting teams focus on delivery instead of managing disconnected tools and tasks.

  • Fast Time-to-Value: Cloud Coach accelerates PSA implementation with a Salesforce-native approach that lets teams go live in weeks, not months-empowering faster Customer onboarding, higher productivity, and quicker realization of value from day one.

  • Post-Sales Unification: Cloud Coach unifies Customer onboarding, Success, and PSA execution into one powerful platform—expanding beyond scheduling into financial tracking, workflow automation, and post-sales growth across global services organizations.

  • Delivers Quantifiable Results: Cloud Coach Professional Services Automation users report 30% faster delivery, 15% more billed hours, 20% higher utilization, and 90% forecasting accuracy—recovering millions in lost revenue while improving Customer Success

Cloud Coach’s Professional Services Automation (PSA) solution empowers service organizations to enhance their efficiency and profitability. By providing a comprehensive suite of tools, Cloud Coach helps manage both Fixed Price and Time and Materials projects with ease. Key features include advanced resource management, streamlined project tracking, and detailed financial insights. These capabilities enable teams to maximize billable utilization and improve profit margins. With Cloud Coach, organizations can do more with less, driving significant business growth and operational excellence. Whether you’re looking to scale your services or refine your processes, Cloud Coach offers the solutions you need to succeed.

Categories

Business Needs
Productivity
Project Management
Dashboards & Reports
Industries
Healthcare & Life Sciences
High Tech
Professional Services
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Multiple Currencies
Salesforce Shield
Managed Package

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  • Cloud Coach - Customer Onboarding for Salesforce
    by Cloud Coach
    For companies with 50+ employees, our Salesforce-native onboarding solution helps manage timelines, stakeholders, and client goals—while tracking time, sharing documents, and managing risks to ensure smooth, efficient project delivery.
    Project ManagementDashboards & Reports