Kanban - gettectonic.com
License and Permitting Management for Businesses

License and Permitting Management for Businesses

Citizens and residents today are more connected than ever and expect to interact with government just as they do with other industries—through a variety of modern channels with swift response times. License and Permitting Management for Businesses is an innovative solution. Public Sector Solutions for License and Permit Management for businesses empowers government entities to engage more effectively with residents, fostering economic growth and thriving communities. Digital Experiences: From a resident building a new home to an entrepreneur opening a new business, every constituent can easily identify the necessary licenses and permits for their project through a single online platform. Applications: Applicants can swiftly complete all necessary forms, which dynamically update based on user input, making the entire process straightforward and efficient. Automation Tools: Salesforce automation tools ensure that once an application is submitted, the constituent receives an automated email confirmation, and the reviewer is notified of the new application, streamlining communication. Kanban Employee View: Seamless handoffs for application review and approvals are facilitated by a Kanban-style dashboard where government reviewers can view all applications ready for review in one centralized location. Reviewers can also track the status of applications, ensuring the right colleague reviews and moves them forward. Service Console: When a reviewer accepts an application, they can access a comprehensive view of all essential details, such as status, guided actions, and uploaded files, all in one place. This clarity ensures that employees know the next steps in the review process, such as scheduling a required inspection before final approval. Collaboration: If additional information is needed, reviewers can easily collaborate with applicants in real-time, with all communications documented in one place. Applicants can view updates and messages when they log back into the portal, ensuring transparency and efficiency. Distributing Licenses and Permits: After final approval, the license or permit is generated and automatically emailed to the applicant. It is also made available in the constituent’s portal for easy access. This process keeps constituents informed with clear visibility into every step of the application approval process, while government employees are equipped to support community growth through enhanced collaboration with constituents and other departments. Dashboards and Analytics: Salesforce Analytics provides senior executives with a comprehensive view of agency and department-level permit statuses, including details by geography, type, status, and more, offering a holistic perspective on applications and active licenses and permits. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
Mission Control Salesforce

Mission Control Salesforce

Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
Using Salesforce for Project Management

Using Salesforce for Project Management

Using Salesforce for Project Management Tasks Leverage the power of SFDC to streamline your project management process and enhance client satisfaction. With Salesforce’s array of features, you can efficiently track project milestones and foster effective communication within your project team. Successful project outcomes hinge on effective project management, ensuring alignment among stakeholders, setting realistic expectations, and addressing risks. This entails meticulous planning, clear cost expectations, and well-defined deliverables and milestones. By establishing structured processes and roles within the project team, you can increase the likelihood of meeting objectives, maintain quality standards, and enhance client satisfaction. Facilitate Project Management Incorporating project management into your Salesforce solution offers a holistic view of the client lifecycle, from initial opportunity to implementation and beyond. Salesforce enables seamless communication among team members and facilitates project oversight, ensuring timely delivery of client requirements. Additionally, it identifies potential sales opportunities, further enhancing client relationships and business growth. Key Features for Project Management in Salesforce While Salesforce does not offer a dedicated project management solution, its native and customizable capabilities can effectively support project lifecycles: Using Salesforce for Project Management Maximize Salesforce’s capabilities for project management with these additional functionalities: Enhancing Project Management Explore third-party project management apps on the Salesforce AppExchange to further augment your project management capabilities. Options like Mission Control and Inspire Planner offer specialized features such as Gantt charts, resource planning, and collaboration tools, catering to diverse project management needs. While Salesforce provides robust features for project management, augmenting your solution with specialized apps can further enhance functionality and flexibility. By harnessing Salesforce’s capabilities, you can streamline project workflows, improve team collaboration, and ultimately deliver successful outcomes for your clients. If you require assistance or customization, certified project management professionals are available to support your endeavors. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
Tectonic Salesforce Services

Kanban View in Salesforce

What is a Kanban view in Salesforce? Kanban views show records in a graphical way that helps you monitor your work and keep deals moving ahead. Kanban views are available for most objects, with exceptions such as tasks. What are the limitations of Kanban view in Salesforce? You can’t activate a contract in a Kanban view. Kanban views don’t show columns for the standard contract status of Activated. You can’t group contracts by the Owner Expiration Notice field in a Kanban view. What are the disadvantages of Kanban? One of the key advantages of Kanban is its flexibility and adaptability, which allows teams to quickly respond to changing requirements and priorities. However, this lack of formal structure can also be a double-edged sword, leading to ambiguity, miscommunication, and a lack of clarity on roles and responsibilities. What is the purpose of a Kanban? A kanban board is an agile project management tool designed to help visualize work, limit work-in-progress, and maximize efficiency (or flow). Arrange a kanban view to show a graphical view of records in a list view. Each kanban view is based on a list view, and kanban view settings are applied separately for each list view. If you use kanban views, review considerations for using them with certain objects and other features. Editing (All Objects) Currency (All Objects) Contracts Knowledge Leads Opportunities Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
gettectonic.com