Built on Salesforce Leankor
Leankor
11 min read

Table of Contents

Built on Salesforce Leankor
Leankor
11 min read

Table of Contents

Leankor

1. Introduction

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Cloud Coach Ultimate
Cloud Coach Ultimate
Cloud Coach Enterprise
Cloud Coach Enterprise
CLOUD COACH TEAM
CLOUD COACH TEAM
CLOUD COACH STARTER
CLOUD COACH STARTER

A seven year veteran of the AppExchange, Leankor is designed for organizations looking to manage complex customer-centric projects as an add on to their Salesforce CRM. 

Read on to see our side by side comparison between the Cloud Coach Enterprise tier and Leankor.

2. Plays Nice With Salesforce

Cloud Coach

Cloud Coach is built 100% natively on the Salesforce platform and offers seamless connection to Salesforce Sales and Service Clouds, meaning you can:

  • Links to accounts, opportunities & cases
  • Ability to add custom fields
  • Configure your page layouts & displays
  • Create your own custom reports and dashboards
  • Implement point and click custom Workflows & Approvals

 

Importantly with Cloud Coach your data is stored and managed 100% on Salesforce, so you don’t need to worry about data security issues.

Leankor

Leankor is also built natively on the Salesforce platform, so you get access to all the same capabilities as described to the left with Cloud Coach, including:

  • Links to accounts, opportunities & cases
  • Ability to add custom fields
  • Configure your page layouts & displays
  • Create your own custom reports and dashboards
  • Implement point and click custom Workflows & Approvals
goal

Cloud Coach 1 v 1 Leankor

Plays Nice With Salesforce - Opinion

Result: Tie

If you want a solution that works seamlessly on Salesforce, there’s not a lot to separate between these two solutions.

3. Project Management

Cloud Coach

Cloud Coach has a strong set of feature support for project management including:

  • Waterfall Projects
  • Agile (Kanban) Projects
  • Water-Scrum-Fall
  • Project Templates
  • Project Health Views

Leankor

Leankor is a hybrid PM tool with a strong set of project management feature support that includes:

  • Gantt Views
  • Kanban Boards
  • Project Templates
  • Project Health Views
goal

Cloud Coach 2 v 1 Leankor

Project Management - Opinion

Result: Cloud Coach

Leankor is probably the second strongest tool for project management capability on the Salesforce platform, unfortunately in this head to head it’s coming up against the strongest.

4. Resource Management

Cloud Coach

Managing people, resources and skills is key to the success of any organization, and a key piece of functionality in any professional services automation (PSA) solution, here Cloud Coach has extensive capabilities including:

  • Capacity Planning
  • Project Assignments by Work Type / Skill
  • Soft & Hard bookings
  • PTO & Out of Office Handling

Leankor

Leankor as you would expect from a solution designed for complex project management scenarios also has solid resource management built into its solution including support for:

  • Resource Planning
  • Project Assignments by department
  • Drag and drop assignments
  • PTO
goal

Cloud Coach 3 v 2 Leankor

Resource Management - Opinion

Result: Tie

This one is too close to call, both solutions have great options, although they differ a little in their approach, so it’s worth taking a detailed look at both solutions to see which one best matches your needs.

5. Time Tracking

Cloud Coach

Tracking time is probably one of your team’s least favorite parts of their workday, but it’s important for your business to track performance against KPIs, here Cloud Coach has support for:

  • Multiple ways for users to enter time
  • Estimated vs Actuals
  • Track time on any Salesforce record
  • Time entry and timesheet approval

Leankor

Leankor don’t currently mention time tracking as a capability on either their website or AppExchange listing.

goal

Cloud Coach 4 v 2 Leankor

Time Tracking - Opinion

Result: Cloud Coach

Time tracking is essential to many organizations running project management, so a clear win for Cloud Coach here.

6. Financials

Cloud Coach

Tracking financial metrics are key to profitable professional services teams and here Cloud Coach has capability in abundance including:

  • Invoicing
  • Revenue Recognition
  • Resource Utilization
  • Project Profitability
  • Multi Currency Support

Leankor

Leankor don’t currently mention financials as a capability on either their website or AppExchange listing.

goal

Cloud Coach 5 v 2 Leankor

Financials - Opinion

Result: Cloud Coach

Project financials are essential to many organizations running project management, so it’s a surprise to not see them publicized as a core feature set within Leankor.

7. Meetings & Documents

Cloud Coach

Managing documents and meetings are integral to any successful onboarding project, Cloud Coach excels in this space with.

  • Meeting agenda templates
  • Coaching notes
  • Meeting automation
  • File storage against on projects

Leankor

Managing documents and meetings are integral to any successful onboarding project, Leankor provides:  

  • File storage against on projects
goal

Cloud Coach 6 v 2 Leankor

Meeting & Documents - Opinion

Result: Cloud Coach

For any project, you are likely to have any number of meetings, from kick-off meetings, to client updates, and testing reviews. Cloud Coach’s meeting module gives it the clear edge here.

8. Reporting & Dashboards

Cloud Coach

As a Salesforce partner Cloud Coach get to leverage all the great reporting and dashboarding capabilities of Salesforce including:

  • Out of the box reports & dashboards
  • Reports available in real time
  • Reports available on any device
  • Customize reports to your needs
  • Tableau CRM Analytics

Leankor

As a Salesforce partner Leankor also get to leverage all the great reporting and dashboarding capabilities of Salesforce including:

  • Out of the box reports & dashboards
  • Reports available in real time 
  • Reports available on any device
  • Customize reports to your needs
  • Tableau CRM Analytics
goal

Cloud Coach 6 v 3 Leankor

Reporting & Dashboards - Opinion

Result: Tie

When it comes to the core underlying reporting technology, there’s not a lot to separate between these two solutions, and with both solutions providing access to Tableau CRM analytics for deep dives into your data, either option can provide the insights to take your services business to the next level.

9. Implementation & Tailoring

Cloud Coach

Implementing a PSA solution in your business is something that you’re going to want to do by engaging a professional consulting team. Cloud Coach or one of its certified partners can help with this.

Leankor

In contrast, organizations can implement Leankor themselves using the available customization guides.

goal

Cloud Coach 7 v 4 Leankor

Implementation & Tailoring - Opinion

Result: Tie

If you’re looking for a self implementation solution, then Leankor would be your winner here, but when you’re implementing an enterprise solution you will typically see more long term value when you get a professional installation done,  so make sure you carefully consider what is right for your business.

10. Overall Opinion

Leankor is a nice project management solution native to Salesforce focussed on manufacturing, telecom and energy sectors. Despite a similar price point to Cloud Coach Enterprise, it however falls short of the capabilities that come with Cloud Coach in a number of areas, but if you’re in one of the previously mentioned industries, it’s worth looking at in a head to head against Cloud Coach to see what fits your needs best.

11. Other AppEx Apps to Consider

Learn about similar solutions to Leankor and discover more about the capabilities and benefits of the Salesforce platform for PSA, Onboarding & Project Management for your business.

Compare AppEx Apps

Disclaimer

Information contained herein is based on the companies’ posted Salesforce AppExchange listings and other publicly available websites as of the date of this publication.

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