Salesforce Project Management Tools Archives

30Aug

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

August 30, 2024in Salesforce

06Jun

Salesforce Announces Slack Lists for Project Management

Salesforce Transforms Slack into Project Management Platform with New Slack Lists Feature Salesforce Inc. has introduced Slack Lists, a new feature designed to transform Slack from a simple collaboration tool into a comprehensive project management platform. Initially rolling out in select regions, Slack Lists will soon be available to all paid Slack users, integrating project and task management directly into the Slack interface. Salesforce Announces Slack Lists for Project Management. And this answers the age old question, can Salesforce be used as a project management tool? Key Benefits and Features Collaborative Tools Slack Lists excels in fostering collaboration by allowing team members to bring relevant coworkers into conversations and create message threads for specific list items. These threads consolidate discussions about particular items, requests, or issues into single, organized conversations. This ensures tasks are not forgotten and keeps all team members informed about project progress. Executive Insights Denise Dresser, CEO of Slack, stated that Slack Lists transforms conversations into actionable tasks that drive work forward. “Now those loose steps shared in a project channel can be tracked across teams,” she explained. “With project management in Slack, teams across organizations will have everything they need to complete projects faster and increase productivity.” Practical Applications Salesforce emphasized that Slack Lists can benefit any organization within an enterprise. For example: Holger Mueller of Constellation Research Inc. noted that Salesforce has long aimed to extend Slack’s capabilities beyond core messaging and collaboration. “Salesforce has opted to go generic with Slack Lists, allowing users to create list entries for projects, service requests, and more,” he said. “This ideally makes collaboration on those projects easier, making Slack more goal-oriented and changing the future of work.” Early Adoption Marriott International Inc. participated in the pilot phase of Slack Lists before its general release. Lori Drake, Director of System Strategy at Marriott Digital Services, expressed enthusiasm about the feature, saying, “We’re excited to use lists to manage projects and track requests, and think it can unlock significant time savings for our teams.” Availability 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

June 6, 2024in Generative AI, Salesforce, Salesforce Slack

23May

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

May 23, 2024in Salesforce

01Apr

Case Study: Grants Management-Public Sector Utility-Salesforce Public Sector Solutions and Experience Cloud

Leading provider of branded, designed solutions (laminate) for commercial and residential customers worldwide. The company has been surfacing spaces for 110 years. Client struggled with no real ability to see a 360 degree view of the business.

April 1, 2024in Data, Public Sector Solutions, Salesforce, Salesforce Experience Cloud, Salesforce Implementation Services, Salesforce Public Sector Solutions, Salesforce Sales Cloud, Salesforce Success Stories

19Dec

Salesforce and Wrike

Can Salesforce and Wrike Integrate? Is this a project management solution? Absolutely! Wrike offers a seamless integration that empowers you to efficiently manage tasks related to closing deals and streamline internal processes such as requesting work from other teams and tracking work progress. Why Integrate CRM with project management tool Wrike? Integrating Wrike with your CRM transforms isolated interactions into cohesive projects that span across multiple teams. This integration reduces time spent on administrative tasks, enabling sales teams to access necessary information promptly and gain complete visibility into actions taken for each customer or lead. How Does This Benefit Sales Teams? Imagine having a comprehensive overview of all activities completed for each client, with automated workflows for requesting work from various teams. By integrating Wrike and Salesforce, you can significantly minimize email communications requesting task updates and enhance efficiency. This integration is a solid project management solution for Salesforce. What Are the Benefits of Wrike for Cross-Functional Teams? Integrating Wrike with your CRM provides cross-functional teams with full visibility into client-related work, regardless of the team responsible. This integration streamlines task requests and processes, allowing for timely project delivery and instant reporting on project statuses. Account admins can seamlessly integrate with Salesforce, enhancing collaboration between customer-facing teams using CRM and project management teams utilizing Wrike. This integration facilitates faster and more transparent communication between teams. Once set up, users can monitor task statuses directly within Salesforce. Any CRM object can be linked to a Wrike project or folder, enabling seamless work management across both platforms. Key Benefits of Salesforce-Wrike Integration: When Salesforce is integrated with Project Management Tools: This integration between project management and Salesforce offers tailored solutions to suit diverse business needs, enhancing collaboration and productivity across teams. 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

December 19, 2022in Salesforce Development Services

09Nov

Project Management With Asana and Salesforce

Introducing the Revolutionary Asana Salesforce Integration Elevate Your Business with An Enhanced Workflow Efficiency Welcome to the world of a revolutionary blend of CRM and project management—the Asana Salesforce Integration. Opting for this intelligent integration sets your business on the path to unprecedented workflow efficiency. Ever wondered how to further streamline your workflows, intensify team synchronization, and deliver exceptional customer service? The answer lies in integrating your Asana project management tool with Salesforce’s CRM capabilities. Unleashing New Avenues for Business Operations The seamless integration of Asana and Salesforce brings the best of both worlds onto a single platform. Direct communication with your team becomes effortless, and vital business information is transmitted with precision and speed. This means deals progress faster, teams stay informed, and crucial workflows run without a hitch. Making significant business decisions requires hard data, and this powerful integration provides exactly that. Connecting Salesforce with Asana Goals delivers valuable insights that can propel your business forward. Key Takeaways Understanding the Asana Salesforce Integration In today’s fast-paced digital world, CRM software and project management tools evolve rapidly to enhance business efficiency and foster stronger customer connections. Navigating this evolution requires a deep understanding of these tools and their potential synergy. This piece focuses on Salesforce, a formidable player in cloud-based CRM software, and how its integration with Asana, a popular project management tool, can revolutionize your business operations and customer relationship management. What Is Salesforce? Salesforce is a pioneering force in CRM software, providing an exceptional cloud-based platform aimed at enhancing customer interaction and service quality. It serves as a comprehensive tool for managing customer data, tracking sales, and delivering targeted marketing campaigns. Salesforce focuses on forging deeper customer connections, finding prospects, and improving overall customer service. Why Integrate Your CRM with Asana? Integrating CRM software with a platform like Asana enhances its project management potential. Asana, designed to aid in planning, organizing, and executing projects, seamlessly links with Salesforce. This integration eliminates bottlenecks, streamlines internal processes, and improves communication between teams, allowing for easier data and idea exchanges that lead to effective, fast decision-making. The Unification of Sales and Project Management Business success hinges on acquiring and retaining customers. The integration of Salesforce’s CRM capabilities with Asana’s project management utilities results in a unified, powerful tool that optimizes workflows—from tracking sales progress to managing projects. The clear mapping of deal progress linked to strategic business goals creates a data-driven path forward. The Benefits of Combining Asana with Salesforce Integrating Asana and Salesforce unlocks new levels of efficiency and organization within your business. Individually renowned for their capabilities in project management and CRM, the combined strengths of these platforms significantly enhance productivity and streamline operations. Streamlining Your Sales Pipeline Integrating Asana and Salesforce enhances team efficiency and redefines sales pipeline management. This integration leads to improved deal cycles, automated workflows, and informed business decision-making. How to Set Up the Asana Salesforce Integration Setting up the Asana Salesforce integration is straightforward with the right guidance. Navigate to the Salesforce AppExchange, search for Asana for Salesforce, and click ‘Get It Now’. Customize the integration to best serve your organization’s needs, optimizing it for Salesforce’s Lightning Component or Salesforce Classic. Optimizing CRM Operations with Asana Projects Integrating Asana’s project management capabilities with Salesforce provides a new vista for CRM optimization. This coupling enables centralized access to contacts, opportunities, and deal information within Asana, enhancing visibility and operational efficiency. Fostering Team Collaboration Integrating Asana and Salesforce bridges the gap between task management and customer management systems, enhancing teamwork, communication, and project alignment. This synergy results in improved operational excellence and productivity. Enhancing the Customer Experience The Asana Salesforce combo delivers a phenomenal customer experience by improving customer handoff efficiency and enabling smooth transitions with customizable templates and automated workflows. This integration strengthens customer relationships through personalized interactions and efficient service. Automating Tasks for Streamlined Workflows The Asana Salesforce integration simplifies project handoffs and leverages Salesforce’s Process Builder to customize and automate workflows, enhancing cooperation between sales and service teams and maintaining real-time data alignment between platforms. Advanced Integration Options For businesses with complex integration needs, General Automation Platforms (GAP) offer a solution. These low-code platforms facilitate the creation of robust, tailored integrations, automating multistep processes and ensuring smooth data flow. Learning Resources Expand your understanding of the Asana Salesforce integration through resources like the Asana Help Center, Asana Academy’s demo videos, and personalized support from Asana’s dedicated team. The convergence of project management and CRM systems through integrations like Asana and Salesforce is reshaping business operations. This powerful combination enhances client experiences, refines operations, and drives substantial growth, offering a glimpse into the future of business productivity and success. 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

November 9, 2021in Salesforce

02Jul

Salesforce and Project Management

First of all, we need to begin this section by clarifying that Salesforce is not primarily intended as a project management system. While the cloud-based CRM platform is great at supporting your sales team, it was not designed as a project management solution. Salesforce and Project Management still go hand in hand. That being said, Salesforce CRM does offer some features, extensions, and workarounds that can help with project management within a sales context. However, since Salesforce was not designed with project managers in mind, that means that it lacks many features that are standard issue in more dedicated project management tools. This means that, if you have extensive, complex project management needs, then even the workarounds might not be enough to make Salesforce meet your requirements. Salesforce is also mostly intended to be used by sales teams, making cross-functional collaboration with other teams like marketing and finance very difficult. How is Salesforce used in project management? Reports and Dashboards Project managers need access to holistic project views to make sure things are staying on track. Salesforce provides a powerful drag-and-drop report and dashboard builder that enables them to easily organize the data they need to see. At this point, you are probably asking yourself why you wouldn’t use a separate project management platform in addition to the Salesforce solution. Why SFDC for Project Management? One of the big advantages of managing projects inside Salesforce is ensuring that all your projects, accounts, opportunities, cases, and so on remain linked and synced in real time. Using a single system also cuts down on errors and reduces duplicate work, leading to greater efficiency and accuracy. With these benefits in mind, we’ll dedicate the rest of this guide to walking you through how you can use Salesforce in a project management capacity despite its limited capabilities. How to use Salesforce for project management While SFDC project management capabilities are limited, they do cover some core functions, including task notifications and internal communications tools. Salesforce also offers a marketplace for additional software apps, like Mission Control, that can boost its project management capabilities considerably. Task notifications Fortunately, the Salesforce platform allows project managers to activate task notification so that sales reps get automatic reminders. In Salesforce Classic, this takes the form of email notifications when an incomplete task is assigned to one user by another; notifications are not sent when you assign a task to yourself. If you have Salesforce Lightning Experience—which features an updated UI and more functionality compared to Salesforce Classic—you can set reminders and enable notifications on your to-do list items. This makes Salesforce Lightning Experience function a bit more like a project management tool and keeps your account teams on track. To ensure your project team members receive reminders about upcoming tasks in Salesforce Lightning, have them check to see if Universal Notification Service (UNS) is enabled. UNS should be enabled by default, but if you’re going to rely on Salesforce for more task management duties, it’s not a bad idea to look. Like most CRM solutions, Salesforce supports simple to-do lists. These are helpful for keeping track of what you need to do, but they aren’t necessarily meant to replace the task management features typical of project management software. AppExchange marketplace One of the best—and indeed, one of the only—ways to use Salesforce for project management is to add on tools from third-party developers found in the AppExchange marketplace. Doing a simple search returns over 300 project management app results, some of which you’ll recognize depending on what project management methodology you follow. This is a great way to integrate the project management software solutions you already use, but there’s no need to worry if you don’t use a project management app for your business system. Plenty of developers make apps just for Salesforce, though they usually come at an additional cost. For instance, Milestone PM was created to help users make Salesforce project templates with ease, while Mission Control offers complete project management capabilities within Salesforce That being said, if you only want a way to make Gantt charts in Salesforce, for instance, it will probably be less expensive to pay for a third-party Salesforce integration on AppExchange than to buy a standalone project management solution for every team member who needs access. Providing positive customer relationships and maintaining productive project management practices should go hand in hand. As such, considering the merits of a CRM project management solution is something any enterprise would be wise to do. Finding the right CRM for project management There’s no denying that Salesforce is one of the leading CRMs in the world, and it represents best-in-class sales software in many ways. However, Salesforce can fall short if you are looking for a platform that can be used beyond just sales. Native features like task notifications and the Slack app provide some project management capabilities. Integrating third-party productivity apps like Mission Control can also mitigate some of that lack of other project management features in Salesforce. However, some teams may benefit from looking into a different CRM with more native project management features. Quickbase, Inc.Quickbase helps customers see, connect and control complex projects that reshape our world. Whether it’s raising a skyscraper or coordinating vaccine rollouts, the no-code software platform allows business users to custom fit solutions to the way they work – using information from across the systems they already have. 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

July 2, 2021in Salesforce, Salesforce Slack

22Sep

Can You Use Salesforce for Project Management?

Salesforce has evolved beyond its CRM origins, offering a plethora of functionalities. However, managing projects directly within Salesforce presents challenges as it lacks full project management capabilities. Yet, there are three viable options: Option 1: Basic Project Management Features in Salesforce For small teams with modest needs, leveraging built-in Salesforce features alongside platform customization may suffice initially. While these features—such as Salesforce Tasks, Chatter, Reports, Dashboards, and Process Builder—offer basic functionality, they may fall short for most teams as projects grow in complexity. Option 2: Project Management Apps External to Salesforce As project needs expand, integrating well-known external project management tools like Microsoft Project, Asana, Monday.com, or Smartsheet becomes a common choice. However, such integration necessitates customizations, often involving Salesforce admins and external consultants, increasing implementation costs and posing data security challenges. Additionally, limitations like limited data sharing, delayed data access, and potential integration disruptions during Salesforce updates may arise. Option 3: Salesforce-native Project Management Apps on AppExchange Opting for PM apps built specifically for Salesforce and available on AppExchange offers a seamless alternative. Leading examples include Inspire Planner, TaskRay, Mission Control, and Milestones PM+. These native apps offer several advantages: Integration: Built using Salesforce technology, native apps seamlessly integrate with standard and custom Salesforce objects, eliminating the need for additional integration efforts. Flexibility: Native apps allow extensive customization, enabling users to tailor them to specific needs by adding custom objects, fields, workflow rules, and more. Integration with other AppExchange apps further expands functionality. 360-degree View of Customer: Associating projects with other Salesforce objects provides real-time visibility into customer activities, facilitating comprehensive reporting and analysis. Security: Native apps inherit Salesforce’s robust security infrastructure, ensuring data security and compliance with existing security settings and sharing rules. Real-time Reporting: Synced data enables real-time reporting and analytics, offering insights into key trends and bottlenecks. Automation: Native apps leverage Salesforce’s Process Builder for powerful automation, enabling automated project launches, task assignments, and role-based task allocations based on predefined templates. Organizations have three main options for project management with Salesforce. While built-in features cater to basic needs, external project management tools require integration efforts and may encounter limitations. On the other hand, Salesforce-native project management apps from AppExchange offer seamless integration, flexibility, and enhanced functionality. Ultimately, the choice depends on your organization’s needs and priorities. For assistance developing your Salesforce org for better project management, contact Tectonic today. 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

September 22, 2020in Salesforce

Salesforce Project Management Tools

Mission Control Salesforce

Salesforce Announces Slack Lists for Project Management

Using Salesforce for Project Management

Salesforce and Wrike

Salesforce and Project Management

Can You Use Salesforce for Project Management?

Recent Posts

Salesforce Foundations

Agentforce for Retail

Benefits of Linking CloudSign with Salesforce

Agentforce: Your Partner in Seamless Customer Experiences

On Premise Gen AI

Contact Us

Be in touch today — and start your business on a path to success.

Category

Archives