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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Cloud Coach is a specialist in enterprise-class project management, PSA and PPM software designed for businesses who want to make strategic investments in the success of their business. Cloud Coach's Any Project Process' and Salesforce Lightning 'Lightning' allow you to deliver projects of any size and with dynamic tailored views that are specific to the type you are delivering. Cloud Coach & Salesforce are the best choice when you need to bring your business together using a common tool. Launch projects from your opportunities to make sales handoff easy. Use templates to promote best practices in your company. Keep your entire team informed by showing your onboarding projects status back at your opportunity and account records. Turn opportunities into projects at any stage of the sales cycle.

Description

Achieving a 62% win rate in green hinges on effectively integrating information into the system. We facilitate this by automatically extracting data from your notes every 30 seconds and encouraging feedback. The gap between a 20% close rate and a 62% close rate in green can be bridged by your coaching efforts. Our approach includes sending notifications when new opportunities arise, structuring the data to align with your framework, and simplifying coaching to the extent that it feels like merely filling in the blanks. Given that a staggering 90% of sales opportunity information resides outside the CRM, Noted addresses this issue by enabling representatives to make updates directly from various forms of notes, whether they are typed, handwritten, or spoken. This shift eliminates the need for late-stage coaching, as reviews will commence the moment an opportunity enters the pipeline. By connecting managers, representatives, and the CRM, Noted establishes a continuous feedback loop for coaching, capturing information, and reviewing performance, ultimately enhancing the win rates for every representative involved. With this system in place, the entire sales process becomes more streamlined and efficient.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 

Integrations

Salesforce Yes 

Pricing Details

$39 per user per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Cloud Coach International

Country

United Kingdom

Website

cloudcoach.com

Vendor Details

Company Name

Noted

Founded

2017

Country

United States

Website

home.notedanalytics.com

Product Features

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools No 
Cost-to-Completion Tracking Yes 
Customizable Templates No 
Gantt Charts Yes 
Idea Management No 
Kanban Board Yes 
Milestone Tracking No 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking No 
Traditional Methodologies No 

Product Features

Sales Enablement

Collaboration No 
Contact Management No 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

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