Designed to integrate with BMC Remedyforce on the Salesforce platform, Cloud Coach gives your team the enterprise project management and productivity tools it needs to make everyday tasks a whole lot easier to manage.
Turn your opportunities into projects: you’ve just closed out a big deal and now it’s time to initiate the delivery process. With Cloud Coach, the process couldn’t be simpler. Hit the ‘Create Project’ button on your opportunity and our easy to use wizard will guide you through the new project creation process.
Even better, your new project will automatically be linked back to both your opportunity and its account so your salesforce and support teams can see the progress of your project delivery.
Find the right people for the job
Whether you are located in the same office or scattered all over the globe, finding the right resources at the right time is always a challenge. Cloud Coach’s professional services automation for Salesforce gives you a skills based resourcing engine to help you manage your people no matter how big your team is:
See who is working on what
If you are looking for a holistic way to visualize loads across your organization, Cloud Coach has got you covered with our professional services automation for Salesforce. With a single resource load view across all your resources, with drill down by location, department or project:
View upcoming capacity
Planning ahead in your organization is key to keeping your delivery of business objectives on schedule. To do this, you need to know what skills could become bottlenecks in your Salesforce business so you can source extra resources or re-prioritize items. With Cloud Coach you get:
Cloud Coach makes the time entry process as painless as possible for your users while bringing a new level of accuracy to the data they capture and giving you the key information you need to report on accurately.
With Cloud Coach, you can automatically track your employees billable and non-billable time to see how effective your utilization of resources is at the individual, team or organizational level.
If you’re managing multiple projects, attending lots of client meetings, and having to hit deadlines, it’s hard to keep on top of everything going on across your projects. Pre-built alerts and the configurable power of our workflow engine allow you to be notified ahead of time of any potential upcoming problems, including:
When your team needs to search for what to work on next, it’s lost time for them and lost money for you. So, we’ve brought their work week into one, easy-to-view place. Your team can now always see at a glance what work is on their plate for the week including: