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Salesforce project management best practices

Salesforce Project Management Best Practices

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“Companies that model best practices, that model the most upstanding principles, end up as the most profitable. It's not a trade of profits versus principles. “  – Philip Zimbardo, an American psychologist

Best practices ensure that any project undertaken runs smoothly and gets to the winning post seamlessly and with as little pain as possible. In this blog, we are examining in brief Salesforce project management best practices ( also valid for Salesforce implementation services) to ensure that your usage of Salesforce CRM for project management goes as per plan and everything is smooth as silk. 

Please find below Salesforce project management best practices as per Salesforce implementation services providers: 
  • Define the project goals at the very beginning of the Salesforce implementation services.This is important to jot down because everything that follows is the result of the goals/outcomes being cleared. For example, finances and budgeting are dependent on the goal decided.  Your goal/outcome could vary as per the nature of business and the requirement of the organization, be it sealing more deals, streamlining work processes, and so on.  Codleo is best for Salesforce implementation services.

  • The leadership team/project manager must set doable but strict timelines and deadlines whether they are delivered in weeks or months. The Project manager must ensure that everyone on the team acts with responsibility so that all mentioned schedule timelines are achieved, and no delays. Delays mean money wastage and all plans go for a toss. 

  • Resource allocation and management is a delicate task which is essential to ensure smooth project management . For Salesforce implementation services, call Codleo.

The essential features for project management in a CRM are: 
  • Various lists with tasks, subtasks, and milestones with due dates, statuses, and other featured which can be mapped. 

  • Option to oversee and manage tasks Various display options of project structures in the form of Kanban, charts, and so on. 

  • Team collaboration tools and options such as chats and forums 

  • The option of time to time notifications with important/relevant updates document sharing and managing capability

  • The interface which is compatible with all mobile devices 

We hope the above Salesforce project management / Salesforce implementation services best practices will be helpful for you in your endeavour to get the best out of it.  Best practices in any execution including Salesforce implementation services led to better results.  We hope you enjoyed reading this blog as we enjoyed writing on this topic. We look forward to your feedback. Have a good day!

About the Author

RS Maan

Maan joined Salesforce Ecosystem in 2008 with entry of Salesforce in APAC region. He worked on many of the underlying Salesforce Products & it’s functionality, including Heroku, Chatbots, and Einstein before leading Codleo Consulting - Leading Partner of & In his spare time, he immerses himself in travel, books and spirituality.

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