Cloud Coach
Customer success software
Professional services automation software
Client onboarding software
Project and portfolio management software
Project management software
Project, portfolio & program management software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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What is Cloud Coach
Cloud Coach is a customer success and services delivery application built on the Salesforce platform. It helps customer success, onboarding, and professional services teams standardize playbooks, manage projects and tasks, and track customer-facing work in a single system of record. The product is typically used by organizations that already run Salesforce and want customer lifecycle workflows, project execution, and reporting to live inside Salesforce objects and security. It differentiates primarily through its native Salesforce architecture and its focus on combining customer success processes with project delivery workflows.
Native Salesforce data model
Cloud Coach runs on Salesforce, so it can use Salesforce users, roles, permissions, and reporting without a separate identity and data store. Teams can relate customer success and delivery work directly to Accounts, Opportunities, Cases, and custom objects. This reduces duplicate data entry for organizations that already operate primarily in Salesforce. It also supports governance and audit requirements that depend on Salesforce controls.
Playbooks plus project execution
The product supports structured playbooks and repeatable processes while also providing project management constructs such as tasks, milestones, and timelines. This is useful for onboarding and implementation teams that need both standardized steps and day-to-day project tracking. It can help align customer success activities with delivery work rather than managing them in separate tools. The combined approach fits teams that treat onboarding as a managed project with defined phases and handoffs.
Salesforce reporting and dashboards
Because activity and project data lives in Salesforce, teams can use Salesforce reports and dashboards for operational visibility. Leaders can build views across customers, projects, and workload using familiar Salesforce analytics features. This can simplify executive reporting when other customer and revenue data already resides in Salesforce. It also enables cross-functional reporting with sales and support data without exporting to another system.
Salesforce dependency and cost
Cloud Coach is designed for Salesforce-centric organizations and typically requires Salesforce licenses and administration. For teams not standardized on Salesforce, the platform dependency can increase total cost and implementation effort compared with standalone tools. Organizations may need Salesforce configuration work (objects, fields, automation) to fit their processes. This can lengthen time-to-value for smaller teams without dedicated Salesforce resources.
CS depth varies by use case
Compared with specialized customer success platforms, some advanced CS capabilities (for example, deep product-usage analytics, sophisticated health scoring frameworks, or extensive in-app automation) may require additional tooling or custom Salesforce work. Teams with complex, multi-source telemetry and lifecycle automation needs may find the out-of-the-box CS feature set less comprehensive. As a result, organizations may rely more heavily on integrations and Salesforce customization to reach parity with dedicated CS stacks. Fit depends on whether the primary need is workflow execution inside Salesforce versus analytics-heavy CS operations.
Project management not standalone
As a Salesforce-native solution, project management features are optimized for customer-facing delivery rather than broad enterprise project portfolio management. Organizations seeking advanced portfolio optimization, resource capacity planning, or complex program governance may find limitations without additional apps or customization. External collaborators who are not Salesforce users can be harder to support, depending on licensing and sharing requirements. This can constrain use cases where many clients or partners need direct access.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Starter | First 5 users free (download from AppExchange). Additional users: Contact sales. | Checklist, Kanban, Waterfall, Water-Scrum-Fall, Gantt, Calendar, task assignment, repeating tasks, dependencies, templates, basic automation, time tracking, internal + external collaboration. |
| Connect | Contact sales | Everything in Starter, plus reporting & dashboards, template performance & analytics, field-level task customization, improved task templates & sequencing, full customer & external collaboration, collaboration hub, meeting automation. |
| Enterprise | Contact sales | Everything in Connect, plus PSA & Financials (time tracking timer + timesheet, time/expense/billing, revenue recognition, profitability dashboards, invoicing), capacity planning, resource assignment, skills & role matching, forecasted utilization, risk/issues/change management. |
| Ultimate | Contact sales | Everything in Enterprise, plus portfolio governance: project portfolio management, advanced stage gate processes, CAPEX/OPEX visibility, scenario planning, portfolio-level dashboards & reports. |
Additional vendor-offered paid item:
- Cloud Coach Starter Quick Start Package — $4,900 (20 hours) (implementation/consulting package).
Notes:
- The vendor's public pricing page lists plan names and feature tiers but does not publish per-user or per-seat license prices; all paid tiers display "Talk to sales" / contact sales. No per-user monetary pricing was found on the official site..
Seller details
Cloud Coach
Sydney, Australia
2009
Private
https://www.cloud-coach.com/
https://x.com/cloudcoach
https://www.linkedin.com/company/cloud-coach
