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Cloud Coach - Customer Onboarding for Salesforce
Cloud Coach: Streamlined Customer Onboarding Solution built on Salesforce
- Industries
- Healthcare & Life SciencesHigh TechProfessional Services
- Business Need
- Project ManagementDashboards & ReportsPeople Management
- Requires
- None
- Compatible With
- None
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.
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Showing 6 of 6 Reviews
On boarding, quality of tool and level of support are all first class.
This tool is superb. So good in fact that we've moved to managing our entire customer on-boarding/customer success projects onto the tool. When initially implementing, the support from the people at Cloud Coach as well as the support documentation online is one of the best sets of customer support i've come across in the eco-system. I would highly recommend this tool for anyone looking to improve their project management processes in their team.
Great Support Incredible Tool
CloudCoach Team has been an incredible project management tool that my org utilizes. This app has helped us streamline many processes and create easy cross team collaborations. It is user friendly and when questions come up, the knowledge base is also very helpful. When implementing this app, the CloudCoach support team assisted every step of the way and really set us up for success. Would highly recommend for anyone looking to better manage projects small or large for there team.
Wonderful PM tool and Responsive team
This tool is a fantastic tool. I had a wonderful customer support experience. When I had some issue setting up the tool, the Cloud coach team immediately helped us and responded very quickly. The employees are friendly and so the tool. I highly recommend this tool to any manager who needs to track their projects on Salesforce.
Integrated Project Management at it's finest
Cloud Coach connects the pre and post sales process and allows us to ensure an effective handoff between the Sales and Professional Services teams. Resource allocation task management, milestones, automated project creation enable the creation of a seamless end to end process Features aside the Cloud Coach team has also been a pleasure to work with. Helping to train our global team, managing time zone challenges and investing in our success. Still not sure, try it for free (Fundamentals) then decide for yourself.
User Friendly Customer Onboarding
If you're looking for a user friendly option for Customer Onboarding, this app is a great option to look at. On top of all the usual project management that you would expect, the meeting management capabilities add a new dimension to keeping your projects on track
Excellent addition to the Cloud Coach product suite
Our team of consultants has implemented Cloud Coach for number of Salesforce customers and this is an excellent addition. It is especially user friendly, meaning customers can adopt it quickly.