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.
From closed-won to delivered, on one platform
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.
What it opens up, depending on your seat
Pick the side that applies to you.
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
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
Ideal opportunities
- 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
What to listen for
Two or more of these on a discovery call? Worth bringing Cloud Coach in.
Live across healthcare and professional services
Replaced ServiceNow after low adoption; gained drag-and-drop reporting and external status views.
Deployed across provider and health-tech organizations.
Onboarding, PSA, and Customer Success on one platform.