Cloud Coach Reviews & Product Details

Cloud Coach offers an easy and customizable way for our delivery team to track time against their work, with Cloud Coach sitting on top of Salesforce we also can report on projects to our finance and executive leadership teams. Cloud Coach also offers superb customer support, when we have a question, we do not have to wait long for an answer. Review collected by and hosted on G2.com.

There is not a lot to dislike about Cloud Coach, the moment I find myself wondering why the tool cannot do something I need I follow up with my CSM and more often then not it is not a tool limitation but a limitation on my knowledge. Review collected by and hosted on G2.com.

The level of detail you can add to any aspect of the project, allowing our organization to really streamline how projects are managed. The integration with Salesforce, providing the ability to surface Opportunity information tied to each project. The insights into every project that are made possible with Cloud Coach which have allowed us to surface metrics to show how efficient & consistent we are in project management across the org. Review collected by and hosted on G2.com.

CC presents a tough learning curve. Our onboarding experience, prior to Brian Poynter, wasn't all that beneficial in hindsight. We weren't provided with the necessary tools and resources we needed from the onset to be successful right away. We could have used more guidance and recommendations on best practices and use of the new tool. However, after a year in Cloud Coach, and regular meetings with Brian Poynter and Cloud Coach support, we are catching our groove and finding what works best for our organization. The learning curve is still large for the end user, but I feel fully equipped with everything I need from the Cloud Coach team to assist in improving the end user experience. Review collected by and hosted on G2.com.

Cloud Coach has empowered my team to streamline workflows and greatly improve our reporting capabilities to our executive leadership, especially regarding key performance indicators (KPIs) such as On Time, On Budget, and On Quality, as well as Gross Margin metrics. Additionally, it has notably increased project visibility for colleagues across the company who hold a Cloud Coach license. For the most part, the tool is easy for our teams to use to manage their projects. Review collected by and hosted on G2.com.

We've encountered some limitations with Cloud Coach's out-of-the-box functionality. Fortunately, with our dedicated internal Salesforce team, we've managed to overcome many challenges. However, this could pose a potential issue for companies lacking similar resources to creatively address such challenges. The implementation phase has been challenging, but now that we have optimized many of our templates, we are finding the teams have been able to use the tool effectively. Review collected by and hosted on G2.com.

Since moving to Cloud Coach our onboarding team has been able to bring our projects and processes into our Salesforce org. We're now able to combine project reporting with account management, customer success, and support data. Being able to provide leadership teams with appropriate dashboards in a tool they're all familiar with has been a big time saver and now they can pull what they need without a request for the team to put a report together. Review collected by and hosted on G2.com.

I'd love to see more flexibility around adding tasks without associating hours and more qualitative project note features. Review collected by and hosted on G2.com.

The integration with Salesforce and the ability to interconnect processes and workflows. Implementation was pretty smooth. Our customer success manager is great. Review collected by and hosted on G2.com.

There are little anomalies that appear at times clicking through screens. These can be hard to track down and resolve. There are a plethora of ways to view content. Sometimes this is confusing for users. Review collected by and hosted on G2.com.

The native integration with Salesforce will help streamline our organization's operations, and we particularly appreciated that consultants we already work with in Salesforce were able to get certified in Cloud Coach and then support our implementation. Cloud Coach's team have been engaged during implementation and are supporting our consultants to customize the platform to our needs. Review collected by and hosted on G2.com.

We are needing to work through more customization and setup than I'd hoped. In particular, we are trying achieve task-based planning with month-level time tracking & finances. We would also like to be able to split the total estimated hours on tasks by the number of hours, not just a percentage. Review collected by and hosted on G2.com.

I had demos of a few other PM tools and found Cloud Coach to be very user-intuitive. I especially like the "external project view" feature where anyone can access basic project information. The other cool feature is meeting notes to document meeting minutes and quickly send out the summary to stakeholders. With the power of Salesforce, you can create custom fields to store attributes at the project, phase, subphase, task level and more. Together with salesforce reports, these custom attributes will enable the metrics you seek to track. We also store all project related documents and links to the document repository in cloud coach. Review collected by and hosted on G2.com.

Most of the previous dislikes have been addressed with new releases. The tool just keeps getting better!

Implementation can be costly. However, post implementation, your salesforce admin can help maintain the expand the system. Review collected by and hosted on G2.com.

Cloud Coach REALLY can scale with your business as it matures. It works great as a basic project planning tool for teams that just need to punch through tasks, and I've also used it in budgeted projects and managing both Fixed Fee and Time & Material billing. The time tracking is great as well, very easy to adopt and really helps understand your team's utilization and billable utilization.

It is very easy to implement and the fact that it integrates directly into your Salesforce environment means you can harvest INCREDIBLY valuable data very quickly about any projects being managed. Review collected by and hosted on G2.com.

Honestly, not much. I've used Cloud Coach for over 9 years and multiple companies and it is so easy for teams to start using. Review collected by and hosted on G2.com.

The native Salesforce integration has been extremely helpful. It allows our Salesforce records to be automatically updated when the Cloud Coach project changes. Review collected by and hosted on G2.com.

We have an international team- the inability to assign unique holidays and workdays to unique individuals has been a frustrating limitation Review collected by and hosted on G2.com.

Integration with Salesforce. Time tracking for my team. Review collected by and hosted on G2.com.

Website can be buggy occasionally. Does not work well in Safari for my Mac users and the IOS app is almost unusable. Review collected by and hosted on G2.com.