Cloud Coach | Professional Services Automation, Project & Resource Management

Do more than Professional Services and Customer Onboarding

Report on all your Professional Services Automation and Project KPIs within Salesforce

Use CPQ to build projects with templates that streamline Project Management workflows.

Track project health over time with visual insights across all your Project Management efforts.

Automate meetings with templates, visuals, and coaching notes for better Project Management.

Track and manage PTO, support, and non-project time for better Resource Management oversight.

Manage risks, issues, and change requests in one place to streamline Project Management.

Visualize team availability and manage Resource assignments with drag-and-drop scheduling.

Use milestone processes to track performance and drive Financial outcomes across projects.

Turn opportunities into projects in 1 click using templates and automated Project creation.

Maximize billable hours, boost forecasting, and drive Financial Management confidence.

Upload, preview, and share project documents in one place to streamline team collaboration.

Automate meetings and streamline Project Management with dependencies, paths, and color coding.

Capture billable hours, boost forecasting, and turn onboarding into revenue—all on Salesforce.