How Cloud Coach improved Customer Visibility at Canidium
Canidium is a sales performance, incentive compensation, and sales operations optimization consultancy that partners with clients to improve their business processes and deliver technology-driven solutions.
PRIMARY USE CASE
Professional Services
HEADQUARTERS
Fort Collins, CO
INDUSTRY
Consulting
EMPLOYEES
51-200
Enhanced visibility
Customers can see project statuses in real time
Data insights
Immediate access to key project metrics
Improved time tracking
With one centralized tool
“The biggest value add has been having that central tool where we can see what everyone is doing and where things are trending.”
Zach Burcaw
Practice Lead, Canidium
The challenges
The solutions
- Canidium’s biggest challenge was customer visibility. There was no way to see what people were working on across all of their projects in a consolidated way
- Candium has leveraged the External Project View to ensure customers are aware of who is working on what, and provide clarity on where responsibilities lie
- As a consultancy, it was important for Canidium that there was an effective way for team members to track time
- Having a centralized tool has made time tracking easier for users, while also providing increased visibility
- With no standardized tool in place, reporting on key metrics was difficult
- With a single tool, key information is now available immediately, from time entry through to performance across all of Canidium’s projects
Want to see Cloud Coach in action?
In less than an hour, let us show you why Cloud Coach is the highest-rated Customer Onboarding & PSA solution native to Salesforce.
