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Cloud Coach description
Cloud Coach is a Salesforce-based business software offering solutions for project management, customer onboarding, and professional services automation. It helps manage projects, resources, and financials all in one place. Cloud Coach aims to improve efficiency, profitability, and customer satisfaction by streamlining processes, from project initiation to customer renewal. It's highly rated for mid-sized and larger companies and integrates seamlessly with Salesforce.
Who is Cloud Coach best for
Cloud Coach is a Salesforce-native business software offering project management, customer onboarding, and PSA solutions. Users praise its seamless Salesforce integration, time tracking, and clear project visibility. However, some find its waterfall methodology rigid and report glitches with the "My Day" feature. It's ideal for mid-sized to large businesses, especially those in software/IT or professional services, seeking to streamline projects and improve customer satisfaction.
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Best for mid-sized to large businesses seeking project management within Salesforce.
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Ideal for software/IT and professional services companies leveraging Salesforce.
Cloud Coach features
| Supported Cloud Coach is natively built on the Salesforce platform, offering seamless integration. |
| Supported Cloud Coach offers integrated time tracking for tasks and projects within Salesforce. |
| Supported Cloud Coach supports assigning people to tasks and visualizing their workload. |
| Supported Cloud Coach allows quick project assessment and plan adjustments with various views and flexible methodologies. |
| Supported Cloud Coach offers project tracking, financial management including budgeting, and risk management. |
We evaluate the sentiment that users express about non-functional aspects of the software
Value and Pricing Transparency
Customer Service
Ease of Use
Reliability and Performance
Ease of Implementation
Scalability
Cloud Coach reviews
We've summarised 130 Cloud Coach reviews (Cloud Coach G2 reviews) and summarised the main points below.
- Seamless integration with Salesforce.
- Easy time entry and task management with My Day.
- Clear visibility over project hours, estimated vs. logged.
- Excellent customer support.
- Intuitive and easy to use interface.
- My Day feature often glitchy for our developers.
- Very difficult to make changes to a waterfall, limited and rigid.
- Lack of ease in editing task lists.
- 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.
- Limited and rigid waterfall methodology.
- External contacts see internal notes on deliverables.
- No ability to filter what external contacts can see.
- Pre-built reports and dashboards are lacking.
- Approval of time tracking could be improved.
Cloud Coach pricing
The commentary is based on 17 reviews from Cloud Coach G2 reviews.
While Cloud Coach is praised for its comprehensive project management features and Salesforce integration, some reviewers find the licensing costs high, especially for larger teams. Others mention implementation fees adding to the overall expense. However, the free tier offers substantial functionality.
Users sentiment
See the Cloud Coach pricing page.
Cloud Coach alternatives
CogniSaaSBetter for small to mid-sized SaaS companies focused on customer onboarding. A Cloud Coach alternative for companies outside the Salesforce ecosystem. Has a declining momentum compared to Cloud Coach.Read more
PrecursiveBetter for time tracking and reporting. Has more momentum based on website traffic data, but slower employee growth. Users highlight automated project creation as a plus and difficult setup as a minus. Cloud Coach alternative; Precursive competitor.Read more
HubSpot Sales HubBetter for sales teams focused on streamlining and automating sales processes. Wider industry applicability. More user-friendly interface and robust automation features.Read more
RocketlaneBetter for finance, e-commerce, retail, education, hospitality, media, and software industries. It has significantly more momentum than Cloud Coach. A Cloud Coach alternative and competitor, Rocketlane offers a client portal with real-time updates.Read more
TaskRayBetter for organizations in healthcare, finance, e-commerce, consumer goods, manufacturing, education, hospitality, and non-profit sectors. Has superior customer service, ease of use, reliability, and implementation. Offers more robust time tracking and reporting features. However, it has negative pricing sentiment and is growing slower.Read more
CertiniaBetter for finance, software/IT, transport and logistics, and marketing/advertising. Geared towards small to large businesses. Has strong reporting and analytics features. Website traffic is growing faster, but employee growth is slower. Users appreciate the Salesforce integration and user-friendly interface, but dislike slow loading times and limited customization. Rated 4.1/5 on G2 and 3.5/5 on Glassdoor. A Cloud Coach alternative and competitor.Read more
Cloud Coach FAQ
What is Cloud Coach and what does Cloud Coach do?
Cloud Coach is a Salesforce-native project management, PSA, and customer onboarding solution. It streamlines processes, manages resources and financials, and boosts efficiency and customer satisfaction. Ideal for mid-sized to large businesses, it offers seamless Salesforce integration, time tracking, and robust project management tools.
How does Cloud Coach integrate with other tools?
Cloud Coach integrates seamlessly with Salesforce, being natively built on the platform. This allows for streamlined project management, customer onboarding, and professional services automation, all within the Salesforce environment.
What the main competitors of Cloud Coach?
Top alternatives to Cloud Coach include Rocketlane, TaskRay, and Precursive. These competitors offer similar project management, customer onboarding, and professional services automation functionalities, often also integrating with Salesforce.
Is Cloud Coach legit?
Cloud Coach is a legitimate Salesforce-based business software. It's safe and generally well-regarded for its project management and customer onboarding capabilities, especially by users who appreciate its seamless Salesforce integration and ease of use.
How much does Cloud Coach cost?
I couldn't find pricing details for Cloud Coach. For the most up-to-date pricing information, it's best to visit the vendor's website or contact their sales team directly.
Is Cloud Coach customer service good?
Cloud Coach's customer service receives positive feedback. Users praise the helpfulness and responsiveness of the support team and their customer success managers. They appreciate the proactive assistance, quick responses, and detailed explanations. Regular meetings and ongoing support contribute to a positive customer experience.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.