Cloud Coach Reviews & Product Details

There are a lot of great features within the project and resourcing tab that is useful for our workflow. I also like that it is a tool that can connect to Salesforce since it keeps the data organized on both sides. Review collected by and hosted on G2.com.

A lot of our processes and workflow are specific so it requires a lot of additional automation that needs to be added to the projects. This can sometimes clutter up how the projects appear in Cloud Coach. It also slows down loading time when there's a lot of flows and automations happening in the background. Review collected by and hosted on G2.com.

- Adaptability

Cloud Coach has continued to adapt to our needs as an organization, however, there is a lot of room to continue to grow in a project management - profolio management software Review collected by and hosted on G2.com.

- Our clients' view / use of CC

- On the go project management tools would be amazing

- Too many ways to do things - doesn't help with standardization

-- End users want to know how the product was designed to work successfully for Project Management Review collected by and hosted on G2.com.

The depth of functionality, we can continue to grow into Cloud Coach as we continue to mature our processes. And the people are wonderful! Review collected by and hosted on G2.com.

Feel the implementation process could improve a little, maybe the creation of a client workbook and more use cases. Approval of time tracking could be improved to make it easier to review. Review collected by and hosted on G2.com.

We've enjoyed the flexibility of the platform, combined with tremendous customer support and account management from the Cloud Coach team. They were very patient and diligent in supporting us through the deployment, and post live to ensure that we have adopted the product well.

The application has a strong feature set, that continues to be bolstered by quarterly software updates.

I've used many project management and professional services applications, and would rate Cloud Coach to be my favorite! Review collected by and hosted on G2.com.

Product is a comprehensive tool, and the customer needs to determine what to use and not use. Review collected by and hosted on G2.com.

We are able to plug BI into it and create unlimited views of data to suite the company's needs. Platform was customizable to our needs. It integrated well with our Salesforce platform. Review collected by and hosted on G2.com.

It is sometimes limiting in what data can be reported upon from within Salesforce/Cloud Coach. Implementation was challenging, but that is the drawback of a customizable platform. Would rather have customizable. Review collected by and hosted on G2.com.

Before Cloud Coach our project management teams were using Case records in Salesforce. Not having project management software was severely limiting, and our customer's poor sentiments reflected that. Since implementing Cloud Coach we have experienced significant evolution in our work and the service we provide to our customers. Now we that we have the proper software and tools to serve our customers, we are receiving industry-leading customer sentiment and NPS! Review collected by and hosted on G2.com.

I don't see a downside to Cloud Coach, only development opportunities. The Cloud Coach team has been great to work with and listens to feedback. Soon, I hope to see improvement in the Chatter and Communications aspect. Specifically, a communication log to aggregate and store all communications, including Chatter, into one place for the project owners to see. Review collected by and hosted on G2.com.

Cloud is an invaluable third-party tool that seamlessly integrates with Salesforce, enhancing it with additional features. The standout aspect of Cloud Coach is its robust project management capabilities, which significantly improve our ability to oversee and manage projects efficiently. This integration streamlines workflows, making it an essential asset for businesses utilizing Salesforce. Review collected by and hosted on G2.com.

What I dislike about Cloud Coach is that it can be somewhat complex to navigate initially, especially for new users. The learning curve is steep, and the interface can feel overwhelming. Additionally, some features might require more customization to fit specific business needs, which can be time-consuming and may require additional support. Review collected by and hosted on G2.com.

I love the automatic update function of dates, which makes data entry much less of a slog when maintaining a project plan with upwards of 50 tasks. I also love the external view feature which enables clients to view the plan without having to make an account (they very much appreciate this!). We use Cloud Coach daily to maintain our projects and it has been a tool that was both easy to learn and easy to tailor to our personal needs as a team. We also use it to maintain time tracking and the new Winter '24 release has made this even simpler with a more streamlined process of tracking time against projects. Review collected by and hosted on G2.com.

I don't have many complaints about this tool. Perhaps in the future however, giving limited editing access to clients would be a nice option as many clients want to have editing access to the plan. Review collected by and hosted on G2.com.

Cloud Coach really helped us level-up our game implementing our software for a broad customer base. Being a Salesforce-native solution helps us maintain continuity and a full picture through sale, implementation, and retention. We've been able to leverage Cloud Coach to make our implementations more consistent and efficient, regardless of which team member is running the implementation. And, while we've only scratched the surface, we've been able to report on and learn so much more about our projects than we ever thought possible. Review collected by and hosted on G2.com.

As a Salesforce-native solution, the opportunities to configure and tailor Cloud Coach to your organization's needs are endless. We've built processes to create an "internal roadmap" and prioritize the use of new or untapped functionality. For us, the customization and plethora of options/functions is a plus. Review collected by and hosted on G2.com.

I like the cloud coach project plans. They allow me to see my progress, track action items and notes, and follow a standardized project plan. Review collected by and hosted on G2.com.

Overall I feel like Cloud Coach is not super intuitive at times. I've had to go through a lot of trial and error with how I use and create project items. Things are constantly being developed and changing, making me feel like I am always trying to catch up on the latest features. Review collected by and hosted on G2.com.