--- title: Cloud Coach Reviews meta\_title: 'Cloud Coach Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 176 reviews by the users' company size, role or industry to find out how Cloud Coach works for a business like yours. aggregate\_rating: rating\_value: 4.5 review\_count: 176 scale: '5' date\_modified: '2026-08-09' parent\_category: name: ERP url: https://www.g2.com/categories/erp --- ### Cloud Coach Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users commend the **ease of use** of Cloud Coach, appreciating its intuitive interface and quick setup process. [(51 mentions)](https://www.g2.com/products/cloud-coach/reviews?filters%5Bsentiment_snippet%5D=1786370&qs=pros-and-cons#reviews) Users value the **seamless integration with Salesforce** in Cloud Coach, enhancing project management efficiency and visibility. [(44 mentions)](https://www.g2.com/products/cloud-coach/reviews?filters%5Bsentiment_snippet%5D=1790172&qs=pros-and-cons#reviews) Users value the **seamless integrations** with Salesforce, enhancing project management and data visibility across the organization. [(42 mentions)](https://www.g2.com/products/cloud-coach/reviews?filters%5Bsentiment_snippet%5D=1789564&qs=pros-and-cons#reviews) Users value the **easy integration** of Cloud Coach with Salesforce, enhancing customization and functionality for company-specific needs. [(33 mentions)](https://www.g2.com/products/cloud-coach/reviews?filters%5Bsentiment_snippet%5D=1787581&qs=pros-and-cons#reviews) Users value the **seamless Salesforce integration** of Cloud Coach, enhancing data management and operational efficiency. [(32 mentions)](https://www.g2.com/products/cloud-coach/reviews?filters%5Bsentiment_snippet%5D=1786152&qs=pros-and-cons#reviews) Users find the **learning curve steep** , which can be intimidating for newcomers to Cloud Coach. [(24 mentions)](https://www.g2.com/products/cloud-coach/reviews?filters%5Bsentiment_snippet%5D=1786458&qs=pros-and-cons#reviews) Users find Cloud Coach to have **cumbersome complexity** that hinders usability and requires extensive customization efforts. [(20 mentions)](https://www.g2.com/products/cloud-coach/reviews?filters%5Bsentiment_snippet%5D=1790291&qs=pros-and-cons#reviews) Users note **missing features** in Cloud Coach, highlighting the need for more comprehensive functionalities and improvements. [(15 mentions)](https://www.g2.com/products/cloud-coach/reviews?filters%5Bsentiment_snippet%5D=1790232&qs=pros-and-cons#reviews) Users find **limited customization** options in Cloud Coach compared to other project management tools, leading to frustration. [(13 mentions)](https://www.g2.com/products/cloud-coach/reviews?filters%5Bsentiment_snippet%5D=1790104&qs=pros-and-cons#reviews) Users find Cloud Coach's interface **cumbersome and overly complex** , especially when managing dependencies in projects. [(12 mentions)](https://www.g2.com/products/cloud-coach/reviews?filters%5Bsentiment_snippet%5D=1788342&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Cloud Coach ##### 1. Ease of Use Users commend the **ease of use** of Cloud Coach, appreciating its intuitive interface and quick setup process. [ See 51 mentions ](https://www.g2.com/products/cloud-coach/reviews?filters%5Bsentiment_snippet%5D=1786370&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 4.5/5 "Solid Salesforce Integration with Real-Time Project Visibility and Seamless Automation" What do you like about Cloud Coach? Cloud Coach has created a solid integration capabilities with Salesforce and this manages all financials and resources efficiently The methods used ![Luke G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Luke G.") LG Luke G. Mid-Market (51-1000 emp.) 4.5/5 "Seamless Salesforce Implementation Planning with Flexible, Real-Time Visibility" What do you like about Cloud Coach? What I like best about cloud coach is how seamlessly it supports implementation work inside Salesforce. I can convert closed opportunities into struct ##### 2. Project Management Users value the **seamless integration with Salesforce** in Cloud Coach, enhancing project management efficiency and visibility. [ See 44 mentions ](https://www.g2.com/products/cloud-coach/reviews?filters%5Bsentiment_snippet%5D=1790172&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 4.5/5 "Solid Salesforce Integration with Real-Time Project Visibility and Seamless Automation" What do you like about Cloud Coach? Cloud Coach has created a solid integration capabilities with Salesforce and this manages all financials and resources efficiently The methods used ![Luke G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Luke G.") LG Luke G. Mid-Market (51-1000 emp.) 4.5/5 "Seamless Salesforce Implementation Planning with Flexible, Real-Time Visibility" What do you like about Cloud Coach? What I like best about cloud coach is how seamlessly it supports implementation work inside Salesforce. I can convert closed opportunities into struct ##### 3. Integrations Users value the **seamless integrations** with Salesforce, enhancing project management and data visibility across the organization. [ See 42 mentions ](https://www.g2.com/products/cloud-coach/reviews?filters%5Bsentiment_snippet%5D=1789564&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 4.5/5 "Solid Salesforce Integration with Real-Time Project Visibility and Seamless Automation" What do you like about Cloud Coach? Cloud Coach has created a solid integration capabilities with Salesforce and this manages all financials and resources efficiently The methods used ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.5/5 "Powerful Salesforce Integration and Exceptional Project Management Tools" What do you like about Cloud Coach? Cloud Coach has powerful integration with Salesforce, something that facilitates customer data management, ensures project management and resource sup ##### 4. Easy Integration Users value the **easy integration** of Cloud Coach with Salesforce, enhancing customization and functionality for company-specific needs. [ See 33 mentions ](https://www.g2.com/products/cloud-coach/reviews?filters%5Bsentiment_snippet%5D=1787581&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 4.5/5 "Solid Salesforce Integration with Real-Time Project Visibility and Seamless Automation" What do you like about Cloud Coach? Cloud Coach has created a solid integration capabilities with Salesforce and this manages all financials and resources efficiently The methods used ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.5/5 "Powerful Salesforce Integration and Exceptional Project Management Tools" What do you like about Cloud Coach? Cloud Coach has powerful integration with Salesforce, something that facilitates customer data management, ensures project management and resource sup ##### 5. Salesforce Integration Users value the **seamless Salesforce integration** of Cloud Coach, enhancing data management and operational efficiency. [ See 32 mentions ](https://www.g2.com/products/cloud-coach/reviews?filters%5Bsentiment_snippet%5D=1786152&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 4.5/5 "Solid Salesforce Integration with Real-Time Project Visibility and Seamless Automation" What do you like about Cloud Coach? Cloud Coach has created a solid integration capabilities with Salesforce and this manages all financials and resources efficiently The methods used ![Luke G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Luke G.") LG Luke G. Mid-Market (51-1000 emp.) 4.5/5 "Seamless Salesforce Implementation Planning with Flexible, Real-Time Visibility" What do you like about Cloud Coach? What I like best about cloud coach is how seamlessly it supports implementation work inside Salesforce. I can convert closed opportunities into struct ### 5 Cons or Disadvantages of Cloud Coach ##### 1. Learning Curve Users find the **learning curve steep** , which can be intimidating for newcomers to Cloud Coach. [ See 24 mentions ](https://www.g2.com/products/cloud-coach/reviews?filters%5Bsentiment_snippet%5D=1786458&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 4.5/5 "Solid Salesforce Integration with Real-Time Project Visibility and Seamless Automation" What do you dislike about Cloud Coach? The number of features that one requires to navigate from Cloud Coach is overwhelming The consistent dependency with Salesforce makes the implementa ![Luke G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Luke G.") LG Luke G. Mid-Market (51-1000 emp.) 4.5/5 "Seamless Salesforce Implementation Planning with Flexible, Real-Time Visibility" What do you dislike about Cloud Coach? It can feel less intuitive than some standalone project management tools, especially if you're a new user or new to Salesforce. There's a learning cur ##### 2. Complexity Users find Cloud Coach to have **cumbersome complexity** that hinders usability and requires extensive customization efforts. [ See 20 mentions ](https://www.g2.com/products/cloud-coach/reviews?filters%5Bsentiment_snippet%5D=1790291&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 4.5/5 "Solid Salesforce Integration with Real-Time Project Visibility and Seamless Automation" What do you dislike about Cloud Coach? The number of features that one requires to navigate from Cloud Coach is overwhelming The consistent dependency with Salesforce makes the implementa ![Luke G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Luke G.") LG Luke G. Mid-Market (51-1000 emp.) 4.5/5 "Seamless Salesforce Implementation Planning with Flexible, Real-Time Visibility" What do you dislike about Cloud Coach? It can feel less intuitive than some standalone project management tools, especially if you're a new user or new to Salesforce. There's a learning cur ##### 3. Missing Features Users note **missing features** in Cloud Coach, highlighting the need for more comprehensive functionalities and improvements. [ See 15 mentions ](https://www.g2.com/products/cloud-coach/reviews?filters%5Bsentiment_snippet%5D=1790232&qs=pros-and-cons#reviews) See Related User Reviews IE Ifeoma E. Mid-Market (51-1000 emp.) 4.5/5 "Efficient Project Tracking with Salesforce, But Advanced Features Can Be Costly" What do you dislike about Cloud Coach? Cloud Coach fails to handle some project portfolios, which may demand more development and support The advanced version of Cloud Coach demands deep ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 3.5/5 "Feedback on Cloud Coach" What do you dislike about Cloud Coach? Management of the project plan can be clunky and isn’t as user friendly as we would like. We wish there were more options in the external view for ##### 4. Limited Customization Users find **limited customization** options in Cloud Coach compared to other project management tools, leading to frustration. [ See 13 mentions ](https://www.g2.com/products/cloud-coach/reviews?filters%5Bsentiment_snippet%5D=1790104&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 4.5/5 "Solid Salesforce Integration with Real-Time Project Visibility and Seamless Automation" What do you dislike about Cloud Coach? The number of features that one requires to navigate from Cloud Coach is overwhelming The consistent dependency with Salesforce makes the implementa ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.5/5 "Powerful Salesforce Integration and Exceptional Project Management Tools" What do you dislike about Cloud Coach? The interface from Cloud Coach is overwhelming, which includes clunky features that needs proper organization The customization of Cloud Coach is qu ##### 5. Complex Usability Users find Cloud Coach's interface **cumbersome and overly complex** , especially when managing dependencies in projects. [ See 12 mentions ](https://www.g2.com/products/cloud-coach/reviews?filters%5Bsentiment_snippet%5D=1788342&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 4.5/5 "Solid Salesforce Integration with Real-Time Project Visibility and Seamless Automation" What do you dislike about Cloud Coach? The number of features that one requires to navigate from Cloud Coach is overwhelming The consistent dependency with Salesforce makes the implementa ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.5/5 "Powerful Salesforce Integration and Exceptional Project Management Tools" What do you dislike about Cloud Coach? The interface from Cloud Coach is overwhelming, which includes clunky features that needs proper organization The customization of Cloud Coach is qu ![Jackson W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jackson W.") JW Jackson W. Senior Product Manager Enterprise (\> 1000 emp.) 8/15/2024 "Cloud Coach has been a stong partner for our Professional Services Automation needs" 4.5/5 What do you like best about Cloud Coach? Cloud Coach has been a partner from the beginning, making sure that we were supported through a lengthy implementation and years of continued development and expansion use cases. We made use of many aspects of the Cloud Coach standard feature set, which has been significantly improved and expanded upon over the years, and we've been able to customize various aspects to fit our business use cases. Review collected by and hosted on G2.com. What do you dislike about Cloud Coach? The tool has a lot of capability but with that comes complexity for end users, especially when you layer in custom workflows and changes to their product. One of the challenges over our time with Cloud Coach has been to roll back some of our customizations and drive organizational change so that the project management style better fits industry standards and the Cloud Coach tool. Cloud Coach as a company has also undergone a lot of organizational shifts over the last few years and during that time our level/quality of support has fluctuated. Review collected by and hosted on G2.com. What problems is Cloud Coach solving and how is that benefiting you? Cloud Coach is solving a wide range of challenges at our company but the primary use case is for Salesforce based project management and time tracking. This is benefiting us by allowing high volumes of complex projects to be run in paralell with a lot of custom workflow and reporting capability. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Madeleine C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Madeleine C.") MC Madeleine C. Head of Enablement & APAC Small-Business (50 or fewer emp.) 10/7/2022 "Great Functionality with Intuitive UI" 5/5 What do you like best about Cloud Coach? We implemented Cloud Coach as a project management tool to manage Implementations and Product Development. It's a great tool with a really intuitive UI that gives you incredible functionality at your fingertips. And because it's on the platform, as a Salesforce Admin, I can adjust it as required to fit our process. The Knowledge base and Academy courses are fantastic; they give users a well-rounded education on how to use the product as they're starting. And the inbuilt help function and link to videos make it easy to learn about the features whilst in the product. I have also been super impressed with the care our Customer Success Manager has given us to ensure any questions we've had have been answered, and the support team are responsive and efficient. Review collected by and hosted on G2.com. What do you dislike about Cloud Coach? There are a few little feature gaps that I've found to be frustrating. The Checklist Project Methodology is relatively new but lacks a bit of functionality. I think they are developing quite rapidly on the product, though, so I'm sure the features for Checklists will increase over time. I would like to be able to use the tabs for Cloud Coach in a Console-style Salesforce app, but it doesn't work very well, so I find I'm not as efficient when I have to use multiple Chrome tabs instead. Review collected by and hosted on G2.com. What problems is Cloud Coach solving and how is that benefiting you? Moving us out of spreadsheets and getting all the data within Salesforce for our projects. Project planning, Resource Planning and Time management Better control over the data, linking project tasks to Cases and ensuring everyone has access and visibility to the projects they need to keep track of. Review collected by and hosted on G2.com. Show More 7/25/2024 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Sergio C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sergio C.") SC Sergio C. Salesforce Project Manager Small-Business (50 or fewer emp.) 7/25/2024 "Benefits of Cloud Coach for Salesforce Project Managers" 4/5 What do you like best about Cloud Coach? Seamless Integration with Salesforce: Cloud Coach is a Salesforce-native project management solution, which means it is built directly on the Salesforce platform. This integration allows project managers to leverage their existing Salesforce records and launch projects directly from them. It provides a true 360-degree view of accounts and enables project creation based on business rules. Additionally, it can connect with any Salesforce-based objects Review collected by and hosted on G2.com. What do you dislike about Cloud Coach? Limited Customization: While Cloud Coach offers various project management features, some users feel that it lacks certain customization options compared to other project management tools. Integration Challenges: Although Cloud Coach is designed to integrate seamlessly with Salesforce, some users have experienced challenges or inconsistencies with integration, particularly with custom Salesforce setups or configurations. Review collected by and hosted on G2.com. What problems is Cloud Coach solving and how is that benefiting you? Saves Training Time: Since Cloud Coach is built on the Salesforce platform, project managers who are already familiar with Salesforce will find it easier to use. They will have completed the majority of their training by using a Salesforce-native project management solution like Cloud Coach. Comprehensive Project Management Capabilities: Cloud Coach offers a full suite of project management capabilities, including project planning, execution, and closure. It also includes project templates that automate project creation and save time. These capabilities are based on over ten years of customer-driven research and are designed to help project managers plan and execute projects successfully. Scalable and Customizable: Cloud Coach is a secure and scalable solution built on the Salesforce platform. It allows customers to manage thousands of projects across different strategic initiatives, departments, and business units. The platform also offers customization options to meet specific requirements. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Gisele O.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gisele O.") GO Gisele O. Finance Project and Purchasing Manager Small-Business (50 or fewer emp.) 7/12/2024 "Effective Collaboration" 4.5/5 What do you like best about Cloud Coach? I have been using Cloud Coach for the past few months, and it has significantly transformed the way I manage my projects and team collaborations. As someone who juggles multiple projects simultaneously, I needed a tool that could help me stay organized, keep track of progress, and facilitate effective communication. Cloud Coach has exceeded my expectations in all these areas. Review collected by and hosted on G2.com. What do you dislike about Cloud Coach? Integration Issues Currently, Cloud Coach does not offer direct integration with Acumatica, which limits the seamless transfer of information between the two platforms. Mobile App Limitations, the mobile app, while functional, lacks some of the features available on the desktop version. Review collected by and hosted on G2.com. What problems is Cloud Coach solving and how is that benefiting you? Project Organization and Management - Managing multiple projects simultaneously can be chaotic and overwhelming. Keeping track of deadlines, task assignments, and project progress without a structured system often leads to missed deadlines and overlooked tasks. CC has greatly improved my ability to manage multiple projects efficiently. I can easily see what needs to be done, who is responsible, and when tasks are due, reducing the risk of missed deadlines and ensuring projects stay on track. Team Collaboration and Communication - Effective communication within my team is essential but can be challenging, especially when team members are working remotely or across different locations. The collaboration capabilities have streamlined communication within my team. We can quickly share updates, discuss issues, and collaborate on tasks, leading to faster decision-making and improved project outcomes. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite SD Stephanie D. Project Management Team Lead Enterprise (\> 1000 emp.) 5/18/2021 "Thank you, Cloud Coach - For helping us grow and become more nimble." 5/5 What do you like best about Cloud Coach? Cloud Coach has proven to be an invaluable asset to our project management operations, seamlessly integrating into our workflow and significantly enhancing collaboration and efficiency among project managers and portfolio directors. Wellstar has been using Cloud Coach for more than three years now and we it just keeps getting better. More streamlined. One of the standout features of Cloud Coach is its intuitive interface, which has greatly simplified project management tasks for our team. From setting up projects to tracking progress and managing resources, the tool offers a user-friendly experience that minimizes the learning curve. Project managers appreciate the clear layout that allows them to quickly grasp project statuses, timelines, and dependencies without navigating through complex menus. Megan, our CSM, provides strategic guidance that aligns with our organizational goals. She has helped us customize the tool to fit our unique requirements and advised us on industry best practices for project management. Her proactive approach in sharing updates about new features and functionalities ensures that we are always maximizing the tool's potential. Review collected by and hosted on G2.com. What do you dislike about Cloud Coach? We have a very custom intake process which is well outside of the OOB application. Trying to get updates to this part of our process is a little tricky, but this is no fault of Cloud Coach, just our intense discovery process. I would love to see more heat maps! Review collected by and hosted on G2.com. Recommendations to others considering Cloud Coach: If you are thinking about this system, stop. DO IT! You will not regret it. From the ease of use to the quality support and knowledge of the team! Hands down, the best decision we made! Review collected by and hosted on G2.com. What problems is Cloud Coach solving and how is that benefiting you? Cloud Coach is allowing us to track Wellstar's strategic work, from building business cases during our discovery process ( using custom code) to successfully running those projects. This work is helping to drive change in our facilites. We are about to roll into some benefit realization tracking both monetary and growth. Review collected by and hosted on G2.com. Show More 7/12/2024 Current UserValidated ReviewerSource: Organic ![Jill B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jill B.") JB Jill B. Implementation Project Manager Mid-Market (51-1000 emp.) 8/9/2024 "So Easy!" 4.5/5 What do you like best about Cloud Coach? I am pleasantly surprised how easy Cloud Coach was to pick up. I typically don't like change, (who does?), but am confident that I am going to be an expert user soon! Review collected by and hosted on G2.com. What do you dislike about Cloud Coach? - I wish we could delete unwanted Tasks with a Mass Update instead of one-by-one. - I know I had the abilty to edit communication entries on my Tasks, but that seems not to be the case any more - would like that back. - Would like to be able to attach emails to the task instead of copy/pasting them Review collected by and hosted on G2.com. What problems is Cloud Coach solving and how is that benefiting you? It is integrating with SalesForce that we already use so we have all information in one tool for everyone to see. This will cut down on time spent duplicating efforts in other tools. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Enterprise (\> 1000 emp.) 3/5/2025 "Great CRM integrated Project Management Software" 5/5 What do you like best about Cloud Coach? Slick Gantt charts, that use actual project plans to roll up into organisational resource forecasting. Review collected by and hosted on G2.com. What do you dislike about Cloud Coach? Hard to get an actual WBS (i.e. graphical representation of Scope) out of it, would be a huge benefit as the only other software that can really do this is JIRA (which doesn't work for schedule driven projects) Review collected by and hosted on G2.com. What problems is Cloud Coach solving and how is that benefiting you? Integrated project planning/CRM/resource/data management Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic MM Michelle M. Implementation Project Manager - Enterprise Services Enterprise (\> 1000 emp.) 7/15/2024 "One stop shop!" 4.5/5 What do you like best about Cloud Coach? Having the integration with Salesforce is key. This allows our organization that heavily uses Salesforce manage projects without having to leave the application and use multiple other sources. Review collected by and hosted on G2.com. What do you dislike about Cloud Coach? While it seems to have been around for a long time, there are some IT aspects that are not quite up with the times and cause our organization to come up with our own workarounds. Review collected by and hosted on G2.com. What problems is Cloud Coach solving and how is that benefiting you? Cloud Coach has helped ease some of the time burden we feel with using multiple applications. We track our new client onboarding experience through Salesforce and now we can also track out project plans, meetings, and client communication directly within the platform. This has allowed time back in the day to help focus on actual client need and less time worrying about administrative tasks. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") EI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 7/26/2024 "Ease of use on the Salesforce platform" 3.5/5 What do you like best about Cloud Coach? What I appreciate most about Cloud Coach is its seamless integration with the Salesforce platform. It brings benefits such as utilizing master data, streamlined administration, and access to standard platform tools. The customizable workflows and interfaces are allowing us to tailor the solution to our processes. Also, the system's user-friendliness stands out, enabling end users to track tasks and report time in a simple way, enhancing overall productivity and user experience. Review collected by and hosted on G2.com. What do you dislike about Cloud Coach? Cloud Coach's tools on the Salesforce platform has a great adaptability, allowing us to customize it to our operational needs. The platform could, however, be enhanced by more predefined best practices and processes to facilitate a simpler setup experience, especially related to financial reporting and processes. While this requires a greater time investment configuring the system, it should be noted that it does not detract from the end-user experience, which remains straightforward and efficient. Review collected by and hosted on G2.com. What problems is Cloud Coach solving and how is that benefiting you? Cloud Coach has been instrumental in enhancing our control and oversight of project portfolios at various levels - enabling management by exception by highlighting projects that are off compared to defined baselines. It simplifies the process for our team to enter time and ensures efficient invoicing to our customers. Additionally, the platform aids in effective project resourcing and resource allocation, allowing us to optimize our workforce. This contributes to an efficient operational workflow within our organization. Review collected by and hosted on G2.com. Show More 8/12/2024 Current UserValidated ReviewerSource: Seller invite ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Mid-Market (51-1000 emp.) 8/19/2024 "customizable software that is great for tracking projects" 4/5 What do you like best about Cloud Coach? Cloud Coach allows us to centralize time tracking, workflow, and billing for projects. It is great for keeping track of projects with multiple parts or phases. It is very customizable, and post go-live support resources are very responsive and easy to work with. Review collected by and hosted on G2.com. What do you dislike about Cloud Coach? Clould Coach does a good job at handling most aspects of projects, but project documentation has been a bit of a challenge. Some types of projects are worked day-to-day, more like a support case than a project. but they are still billable projects that need to be managed in Cloud Coach. Being able to easily access and review past documentation has been challenging. I'm not sure if this is a limitation in Cloud Coach or just our company's implementation or usage of it though. Review collected by and hosted on G2.com. What problems is Cloud Coach solving and how is that benefiting you? Cloud Coach is able to track and store a lot of discreet data about projects. Review collected by and hosted on G2.com. 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