Canidium is an Official Cloud Coach Implementation Partner.
Canidium implements Cloud Coach’s unrivaled project management features on top of your existing Salesforce instance. Our clients use cases include professional service automation, project portfolio management, resource management, and more.
Extend Your Salesforce Experience
Cloud Coach is Salesforce-native project management and PSA software that offers best in class tools to improve project delivery.
As a Cloud Coach Partner, Canidium will optimize Cloud Coach to seamlessly integrate with your Salesforce environment and workflows, powering your business with unparalleled insights and optimized business processes.
Common use cases include:
- Professional Service Automation
- Project Portfolio Management
- Resource Management
Contact us today regarding our implementation process and get a full view of how your organization can benefit.
Customer Onboarding Success
Professional services automation
Project portfolio management
Professional Service Automation
Need a system to manage your service delivery engagements? With Cloud Coach your team can easily perform time tracking responsibilities and management can confidently monitor key metrics like project profitability and employee utilization. We’ll work with you to implement the project management methodologies and best practices that suit your business. And since Cloud Coach is native to Salesforce, we can integrate with Sales Cloud, Service Cloud, and Experience Cloud to deliver an end to end customer experience all within Salesforce.
Project Portfolio Management
Project Portfolio Management tools and methodologies are critical for organizations aiming to manage internal project demand and effectively deploy resources. Implement demand intake tools and processes so the ideation pipeline is always full. Then build guardrails with Stage Gates and Milestones to ensure that your organization is focusing on the projects that deliver the most value. Cloud Coach’s PPM tools are leveraged by PMOs, IT Project Managers, and even industry specific use cases like Product Lifecycle Management for Consumer Goods companies.
One of the keys to ongoing project success is to being able to accurately forecast and balance human resource demand and constraints. We will help you select the resource management approach that’s best for your business. By leveraging effort estimates, role & skill matrices, locations, time off, and non-project activities, we will help your project managers and resource planners to make the right decisions at the right time.