DEPRECATED Professional Services Automation
Manage your service delivery - profitably!
Overview
Perfect for the business looking to scale its growth, Cloud Coach Enterprise - PSA & Project Management gives you: -Seamless link Sales to Delivery -User-Friendly Gantt Charts -Skills-Based Resource Management -Time Tracking -Project Profitability
See How DEPRECATED Professional Services Automation Works
100% Native to Salesforce. Turn opportunities into projects, link deliverables to accounts, and leverage the Salesforce reporting capabilities you already know to view project, resource, and profitability KPI's
Get total project visibility -- see what is happening across your business, including project status, resource demand, customer interactions, risks and more.
Designed from the ground up with your end users in mind, reducing clicks, saving them TIME and you MONEY
Cloud Coach Enterprise - PSA and Project Management, provides you with all the tools you need to deliver your projects effectively, including: ✔ Project Templates ✔ Project Charters ✔ Automated Project Creation ✔ Gantt Charts ✔ Drag and Drop Agile Boards ✔ Skills Based Resourcing ✔ Task Assignments & Notifications ✔ Resource Load ✔ Resource Capacity ✔ Resource Utilization ✔ Manage PTO & BAU Work ✔ Risks, Issues, Change Requests ✔ Document Management ✔ Requirements Management ✔ Time Tracking & Time Sheets ✔ Rate Cards & Retainers ✔ Expense Tracking ✔ Billing & Cost Tracking ✔ Project Financials & Approvals ✔ Multi Currency Support ✔ Revenue Recognition ✔ Invoicing ✔ Alerts & Notifications ✔ External Project View for Customers ✔ PMO Project View ✔ Cross Project Views ✔ Project Profitability KPI Reporting
Categories
- Business Needs
- Project Management
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsManaged Package