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Cloud Coach × Invisory — Partner Enablement
Cloud Coach
Cloud Coach · Project & Resource Management

Runs client-facing projects inside Salesforce.

The leading Professional Services Automation solution built natively on Salesforce — projects, resources, timesheets, and billing, all on the platform.

Request an intro See who to target
What It Does

From closed-won to delivered, on one platform

Closed won
Scope
Resource
Schedule
Deliver
Bill

The handoff is where margin gets lost

When delivery runs in a separate tool, the link between what was sold and what's being built breaks. Cloud Coach keeps the project on the same record as the opportunity, so utilization, budget, and scope stay visible to the people accountable for them.

Projects & tasksResource managementTimesheetsBillingBudget vs actualCustomer portals
Why You Should Care

What it opens up, depending on your seat

Pick the side that applies to you.

💼
For

Salesforce Consulting Partners

  • Expand billable hours — PSA on Salesforce means more configuration, process design, and managed services revenue
  • Enable quickly — NFR licenses and direct PS / alliances support, without heavy lift
  • Win more deals — joint account mapping and co-selling with Salesforce AEs
  • Deliver faster — native to Salesforce, so less integration risk and smoother adoption
🎯
For

Salesforce Sellers

  • Extends Salesforce past the sale into delivery and services
  • Net-new seats for PMs, delivery teams, and resource managers
  • Displaces standalone PM tools sitting outside the platform
  • Strong fit alongside Sales Cloud and Service Cloud accounts
Who To Target

Ideal opportunities

Strongest fit
  • Professional Services
  • High-Tech & SaaS
  • Healthcare & Life Sciences
  • Manufacturing
  • Energy & Utilities

Company profile: Mid-market through large enterprise, primarily North America. Typically $5M+ revenue.
Who signs: VP Professional Services · PMO Lead · COO · VP Customer Success

Buying Signals

What to listen for

Two or more of these on a discovery call? Worth bringing Cloud Coach in.

“Delivery runs in a tool outside Salesforce.”
“We can't see resource capacity accurately.”
“Projects overrun and we find out late.”
“Onboarding new customers is manual.”
“Sales sells things delivery can't staff.”
“We're tracking utilization in spreadsheets.”
Proof It Works

Live across healthcare and professional services

Wellstar
Georgia health system

Replaced ServiceNow after low adoption; gained drag-and-drop reporting and external status views.

Healthcare
AthenaHealth, Net Health, Ensemble Health Partners

Deployed across provider and health-tech organizations.

Highest-rated
Native Salesforce PSA

Onboarding, PSA, and Customer Success on one platform.