Cloud Coach Reviews & Product Details

I've had the opportunity to use Cloud Coach in Salesforce. It is a truly comprehensive tool for project management. One of the standout features is the collaboration functionality. Team members can easily communicate within the tool, share updates, and collaborate on tasks. This not only streamlines communication but also enhances team productivity. The ability to use cards also helps with scheduling a large team. Review collected by and hosted on G2.com.

It has a long learning curve - I found it really hard to use at first. Review collected by and hosted on G2.com.

Project templates - allow flexibility for different types of projects for our company.

Task dependencies - ensure the proper process is followed for project execution, every time.

Salesforce platform - integrates seamlessly with our Salesforce org.

Customer support - very responsive and solutions-oriented. Review collected by and hosted on G2.com.

Cost of licensing and data sharing rules are a little restrictive. Navigation can be a little slow/lots of clicks. Review collected by and hosted on G2.com.

There's plenty of potential for customization for very specific use cases, and they have an amazing customer support. Review collected by and hosted on G2.com.

It has a learning curve but it isn't difficult. While the platform is very intuitive, customizing it can get a bit confusing. Review collected by and hosted on G2.com.

We appreciate Cloud Coach for its seamless project management capabilities, which allow our team to stay organized and on track with our goals. Its user-friendly interface and customizable features make it adaptable to our various business needs, enhancing our productivity and collaboration. Additionally, the robust integration with Salesforce ensures that all our project data is easily accessible and actionable. With real-time insights and analytics, Cloud Coach helps us make informed decisions and streamline our workflows. Review collected by and hosted on G2.com.

Initial set up takes time and as a small organization we could not offer this tool to staff outside out project team. Review collected by and hosted on G2.com.

As a project manager, it is very useful to have everything in one place and that's exactly what Cloudcoach provides. The time entry, resourcing and the enhancements to the different project types have been great. The dashboards and reports were the most exciting to take away from this years conference and it is a great way to make our business more profitable. Review collected by and hosted on G2.com.

I do not like that it won't allow us filter exactly what the external contacts can see when we add external deliverables. That could be a disadvantage when we have internal notes/content in there Review collected by and hosted on G2.com.

I like that Cloud Coach is integrated into Salesforce as an application. Because it's built in, it improves user adoption as most are already familiar with the interface and general functionality. This also makes customization more straightforward as an admin and we can enhance our org with resources in-house. I've also really enjoyed working with the Cloud Coach team. They were with us every step of the way during the deployment process and have continued to guide us through the experience almost a year into our implementation. Review collected by and hosted on G2.com.

I don't have anything that I dislike about Cloud Coach. Some of our users have mentioned that there is a learning curve, but that's to be expected with any new implementation. Overall, I have been very satisfied with Cloud Coach. Review collected by and hosted on G2.com.

Cloud Coach is friendly both for our end users and SF Admins. We like the visual and functional beauty of the product, as well as the automation we can create for our processes. We have an amazing customer success manager, Megan, who takes very good care of all our needs and we have had very minimal interruptions to our day-to-day work because of bugs or glitches -- a HUGE improvement from the system we were using before. Review collected by and hosted on G2.com.

Salesforce can be rigid so that limits Cloud Coach in some ways. I wish we could customize even further. Our biggest issue was the way Cloud Coach handles task dependencies, but it wasn't ultimately a deal-breaker for us. Review collected by and hosted on G2.com.

I find the documents section very easy to use and a time saver. Review collected by and hosted on G2.com.

Modifying timelines is a bit tedious when using the list view as you have to click page by page to get to what you need vs everything visible on one page or a scroll bar Review collected by and hosted on G2.com.

It has extensive features and flexibility that help you manage all aspects of a project. Review collected by and hosted on G2.com.

It requires a lot of customization which is great but can also be very overwhelming. Review collected by and hosted on G2.com.

It's very convenient to submit timesheets and to use My Day to view your tasks, how many hours you submitted and organize your day. We also love the visibility over the hours used for each project, estimated vs logged. It's great to be able to report on this. Review collected by and hosted on G2.com.

Would be nice to have a more intuitive interface and a more complex dashboard with all projects. Review collected by and hosted on G2.com.