Cloud Coach | vs Preconfigured Sales — Salesforce

Cloud Coach | Professional Services Automation, Project & Resource Management vs Preconfigured Sales Cloud Dashboards

Side-by-side comparison · 24 data points

Cloud Coach | Professional Services Automation, Project & Resource Management

4.8·70reviews

Our Salesforce-Native PSA solution helps companies with 50+ employees boost project delivery through powerful project & resource management. It supports Fixed Price & Time and Materials models, streamlines onboarding, and improves financial visibility.

Shopifypaid

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1. Listing metadata

Field-level data

	Cloud Coach \| Professional Services Automation, Project & Resource Management	Preconfigured Sales Cloud Dashboards
Tagline	“Our Salesforce-Native PSA solution helps companies with 50+ employees boost project delivery through powerful project & resource management. It supports Fixed Price & Time and Materials models, streamlines onboarding, and improves financial visibility. ”254 chars	“Install these preconfigured dashboards to give your executives, sales managers, sales reps, and other team members insights into the business.”142 chars
Description	721 / 2000 chars36% used	547 / 2000 chars27% used
Screenshots	—	—
Languages	en	en
Platforms	Shopify	Shopify
Developer	Cloud Coach	Salesforce Labs
Listed	June 23, 2012	November 14, 2019

At a glance

8 metrics · auto-computed

Feature comparison between Cloud Coach | Professional Services Automation, Project & Resource Management and Preconfigured Sales Cloud Dashboards
Metric	Cloud Coach \| Professional Services Automation, Project & Resource Management	Preconfigured Sales Cloud Dashboards
Rating	4.8 ★	—
Total reviews	70	0
Free plan	—	★ Yes
Pricing	paid	free
Built for Shopify	—	—
Listed features	★ 9	3
Languages	1 supported	1 supported
Listed since	Jun 2012	Nov 2019

Last updated	—	—

3. Features

As listed by each developer

Cloud Coach | Professional Services Automation, Project & Resource Management

Salesforce-Native Advantage: Cloud Coach is built 100% on Salesforce to deliver secure, seamless Professional Services Automation (PSA) with real-time visibility, unified workflows, and faster go-lives—without complex integrations or custom development.
Drives Operational Momentum: Cloud Coach turns PSA into an execution engine for Project Management and Customer onboarding. Teams act quickly, avoid delays, and own outcomes—keeping operational momentum high and delivery on track across the organization.
Maximizes Revenue & Profitability: Cloud Coach helps Professional Services and Financial Services reduce revenue leakage, track billable hours, and monetize delivery—making PSA a profit engine with smart Resource Management and outcome-focused execution.
Eliminates Friction & Complexity: Cloud Coach simplifies PSA delivery by reducing admin work and complexity. Teams in Customer Success and Resource Management scale faster—without rigid ERP tools or friction that slows down adoption or delivery.
Built for Scaling Services: Built for scaling Professional Services, Financial Services, and Consulting teams, Cloud Coach PSA supports growth with efficient delivery, optimized Resource Management, and scalable success from mid-market to enterprise.
Automates Delivery & Workflows: Cloud Coach automates Project Management, Customer onboarding, and Resource Management—cutting manual work, boosting efficiency, and letting teams focus on delivery instead of managing disconnected tools and tasks.
Fast Time-to-Value: Cloud Coach accelerates PSA implementation with a Salesforce-native approach that lets teams go live in weeks, not months-empowering faster Customer onboarding, higher productivity, and quicker realization of value from day one.
Post-Sales Unification: Cloud Coach unifies Customer onboarding, Success, and PSA execution into one powerful platform—expanding beyond scheduling into financial tracking, workflow automation, and post-sales growth across global services organizations.
Delivers Quantifiable Results: Cloud Coach Professional Services Automation users report 30% faster delivery, 15% more billed hours, 20% higher utilization, and 90% forecasting accuracy—recovering millions in lost revenue while improving Customer Success

Preconfigured Sales Cloud Dashboards

Dashboards designed to help sales teams track their progress
Adjustable components that allow you to add your unique goals
Preconfigured dashboards and reports that are ready to use as soon as you download

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Cloud Coach \| Professional Services Automation, Project & Resource Management	Preconfigured Sales Cloud Dashboards
professional services automation	#1	Not ranked
services automation	#2	Not ranked
and maximize	#3	Not ranked

Frequently asked

Common questions about this comparison

Is Cloud Coach | Professional Services Automation, Project & Resource Management or Preconfigured Sales Cloud Dashboards cheaper?

Preconfigured Sales Cloud Dashboards is the cheaper option — it offers a free plan (free). Cloud Coach | Professional Services Automation, Project & Resource Management starts at paid. Both publish their pricing on the Salesforce AppExchange marketplace; AppRanks mirrors what's listed on each refresh cycle.

Should I choose Cloud Coach | Professional Services Automation, Project & Resource Management or Preconfigured Sales Cloud Dashboards?

It depends on what you're optimizing for. Cloud Coach | Professional Services Automation, Project & Resource Management fits better if you prioritize rating consistency; Preconfigured Sales Cloud Dashboards is the call if you need the larger user base. Read both apps' detail pages on AppRanks for the full feature breakdown, install counts, and recent listing changes.

Which is faster to set up, Cloud Coach | Professional Services Automation, Project & Resource Management or Preconfigured Sales Cloud Dashboards?

Both apps are one-click installs from the Salesforce AppExchange marketplace. Cloud Coach | Professional Services Automation, Project & Resource Management has more onboarding documentation maturity (70 reviews vs 0), which usually translates to better-tested setup wizards and quicker time-to-value. AppRanks doesn't measure setup time directly — read the recent reviews on each app's detail page for merchant-reported install experience.

Which works better for small vs large Salesforce AppExchange stores?

Cloud Coach | Professional Services Automation, Project & Resource Management typically suits early-stage and growth-mode stores based on its review-base composition (70 reviews). Preconfigured Sales Cloud Dashboards aligns more with early-stage and growth-mode stores (0 reviews). Larger review bases generally mean the app has been load-tested at scale — relevant if you're processing high order volume or handling enterprise compliance requirements.

Cloud Coach | Professional Services Automation, Project & Resource Management vs Preconfigured Sales Cloud Dashboards

Cloud Coach | Professional Services Automation, Project & Resource Management

1. Listing metadata

Preconfigured Sales Cloud Dashboards

At a glance

AppRanks verdict

3. Features

4. Categories & rankings

5. Search rankings

9. App details

Frequently asked

Is Cloud Coach | Professional Services Automation, Project & Resource Management or Preconfigured Sales Cloud Dashboards cheaper?

Should I choose Cloud Coach | Professional Services Automation, Project & Resource Management or Preconfigured Sales Cloud Dashboards?

Which is faster to set up, Cloud Coach | Professional Services Automation, Project & Resource Management or Preconfigured Sales Cloud Dashboards?

Which works better for small vs large Salesforce AppExchange stores?

See full keyword rankings, install trends, and weekly alerts

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