COACH, one-third of the Change Machine platform, is where financial coaching practitioners go to keep track of customer financial data to assist them in achieving their financial goals. COACH is a customer relationship management (CRM) system that tracks financial security data and outcomes, and integrates seamlessly with your existing Salesforce instance.
If you already have access to COACH, visit our Premium License section.
Our Tech Support Team will install the COACH App for your in your organization's Salesforce instance when you have a Change Machine License that includes this product.
NOTE: Salesforce offers a free ten (10) license subscription for eligible nonprofits as well as several paid license options.
The Change Machine Platform services include SHARE, LEARN, and COACH and currently, Change Machine offers the following licenses to access to our various Platform services:
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Community:
Provides access to SHARE, our community discussion forums for practitioners.
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Community Plus:
Provides access to SHARE and LEARN, our series of self-paced training modules for practitioners.
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Premium:
Provides access to SHARE, LEARN, and COACH, our customer relationship management (CRM) system that tracks financial security data, outcomes, and the home of our Fintech Product Recommendation Engine.