Cloud Coach Reviews & Product Details

Cloud Coach has a lot out of the box functionality. It is also flexible enough to be adjusted to Business Processes that are different from the standard ones. The reporting functionality is great! Review collected by and hosted on G2.com.

Cloud Coach needs a thorough process review and re-engineering before implemented. While a lot of things are technically possible, the implementation partner needs to have a strong business process background and ask the right questions. Review collected by and hosted on G2.com.

Our team is able to handle projects, resources, and tasks in one location thanks to Cloud Coach's excellent array of tools that integrate smoothly with Salesforce. We are much more productive now that we can automate tedious chores and modify workflows. Additionally, their customer service is excellent and always available to answer any questions. Review collected by and hosted on G2.com.

Despite its strength, Cloud Coach has a learning curve and can be complicated to set up initially, especially for people who are not familiar with Salesforce. Review collected by and hosted on G2.com.

It was easy to use and implement, and the templates for projects were a lifesaver. We were implementing the system at a time of tremendous growth and it was not only easy to convert our projects into CC, but the change management was quick because the tool was so easy to navigate. Review collected by and hosted on G2.com.

There are a few small quirks at times that the team finds annoying, but it doesn't prevent adoption or use. No software is perfect and I'm pretty sure if I said we were going back to the old way there would be an uproar. Review collected by and hosted on G2.com.

The best part of Cloud Coach is how easy is it to create custom reports and dashboards within the platform while also being able to export data for more complex analysis. This functionality allows me to get the information I need quickly to solve problems and answer questions accurately. I also have vendor support, onsite admin, and a team member who excels at reporting to assist with customizing Cloud Coach to my team's requirements so I don't need to waste time myself configuring tools to get to the data I need. Everyone's time and expertise is valued through this approach. Review collected by and hosted on G2.com.

The Cloud Coach package we purchased does not include staging functionality that would require project managers to fill out certain fields before they can move on to the next project phase. Our Cloud Coach support team member informed me that it was available at first but, upon further investigation, determined our organization does not have access to it. This means I need to do a little more oversight to ensure team members are putting in accurate and complete data. Review collected by and hosted on G2.com.

We are maturing our global program management capabilities, part of which is moving from an Excel-based system to a proper online system. We selected CloudCoach because it integrated well in our existing Salesforce instance, and we liked the out-of-the-box functionality and were impressed with the account and implementation teams. We are nearing our launch soon, and it has been one of the most well-organized and efficient implementations I have experienced. We have a lot of custom requirements and needs, and the CloudCoach team has been extremely flexible to our requests for customization. We're truly going to end up with a solution that works for us and our process, rather than fitting our process to existing software. I have also appreciated the input from the CloudCoach team on best practices. When we launch, this system will be part of our daily routines and allow for increased transparency across the company. Review collected by and hosted on G2.com.

As with any software, there are features we would like to see added. Most of what we desired had a solution, but others are part of the broader product roadmap. I do trust that the software will continue to improve for all over time as features are added. One challenge we had in the past was the need for a Salesforce license with the CloudCoach license, but the introduction of the MyDay license has solved that issue for us. Review collected by and hosted on G2.com.

Cloud Coach integrates well with SalesForce and allows me to connect project activities, communications, progress, and timelines effectively with other parts of our organization. With the External Project View, my clients can also view project progress in real time with a secure URL. It has moved us from four or five different applications to one, where I can track resources, manage meeting minutes, project timelines, and stakeholders all in one place. I use it every day on every project. It was easy to implement, and easy to use daily. The company's customer support provides prompt responses and helps us with application-related questions and issues. Review collected by and hosted on G2.com.

While the product does not have many of the detailed functions present in other apps, it does provide a global view of a project, allowing me to manage almost all aspects of a project in one application. Review collected by and hosted on G2.com.

The potential for using Cloud Coach to bring together project management capabilities with resource management for a B2B SaaS organization. Being built on the Salesforce platform enabling connecting visibility and communication Review collected by and hosted on G2.com.

Configuring Cloud Coach as part of a larger change management initiative to evolve the service delivery operations has been a challenge. A lot of questions that needed to be answered were not identified until we were further into the process causing delays and changes in the strategy. The implementation was assumed to be basic as we were not replacing anything, but the challenge was not having experience within the team to make informed decisions. Review collected by and hosted on G2.com.

As the Salesforce administrator responsible for managing Cloud Coach within our organization, I can confidently say that the support and service provided by the Cloud Coach team have exceeded our expectations.

The support team's responsiveness is truly impressive. They consistently address our queries promptly, providing detailed explanations accompanied by helpful screenshots. This level of assistance has proven invaluable in troubleshooting and gaining a deeper understanding of the application.

Our Customer Success Manager deserves special commendation. Unlike other vendors who may disengage post-implementation, our manager has been proactive in ensuring our ongoing success. Scheduling regular meetings, even a year out, has been a game-changer, allowing us to delve into customization options and address evolving needs.

The organization of Cloud Coach's website is user-friendly, facilitating quick access to valuable resources. The commitment to innovation is evident through continuous improvements and the introduction of new features. Regular meetings for new releases keep us informed and empower us to leverage the latest capabilities for enhanced workflows.

In summary, Cloud Coach has not only provided us with a robust project management solution but has also demonstrated a commitment to ongoing support and improvement. The combination of responsive support, a dedicated Customer Success Manager, user-friendly resources, and continuous innovation makes Cloud Coach a standout choice. Highly recommended for organizations seeking a reliable and evolving project management solution. Review collected by and hosted on G2.com.

It would be beneficial if the Cloud Coach team could implement a notification system, perhaps through email, to alert administrators about bug fixes. This would ensure that administrators are promptly informed and can easily update to the latest version, contributing to a smoother user experience. Review collected by and hosted on G2.com.

I like the integration with Salesforce and ease of use for day-to-day processes. Great tool for any implementation or project management use. Customer support is excellent. Review collected by and hosted on G2.com.

Lack of ease in editing task lists (i.e. removing a section or multiple tasks individually rather than having the ability to delete an entire section). Removing tasks can be time consuming and often need to refresh due to receipt of errors when deleting multiple tasks. Reporting function is not user friendly. Review collected by and hosted on G2.com.

It is very powerful and fully featured....at the highest pricing tiers. Review collected by and hosted on G2.com.

It has very few resources for in depth setup other than a resource site explaining features. Useful features are hidden behind high pricing tiers. Review collected by and hosted on G2.com.