Cloud Coach
Professional Services Automation, Project & Resource Management
By Cloud CoachProject Management
- Rating
- 4.8
- Reviews
- 70
- Pricing
- Paid
- Listed since
- 2012
About Cloud Coach
End-to-end PSA for customer onboarding, time tracking, and 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.
Highlights
- 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
Screenshots and videos
Video 1 of 16
Pricing
Paid.
Cloud Coach is available on annual contracts (billed annually), with a 25 user minimum purchase. For more information visit email sales@cloudcoach.com
Compatibility
- Salesforce editions
- Enterprise
- Unlimited
- Performance
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on August 25, 2013
- Industries
- Healthcare & Life Sciences
- High Tech
- Professional Services
- Languages
- English
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