Can Salesforce Be Used For Project Management?

Publish date:

• 19th September, 2020

“Operations keeps the lights on, strategy provides a light at the end of the tunnel, but project management is the train engine that moves the organization forward.” – Quote by Joy Gumz, Owner of Project Auditors, LLC.

Since "Customer is king" is the motto for all companies, customer engagement needs project management as well as Salesforce implementation services. Project management aids in good brand communication which is the essence of ensuring happy customers. PM enables a 'feel-good' experience for the customer right from the start to the finish, from the marketing stage to the post-sales support, etc.

An ideal way to achieve all of this is to use a Salesforce instance in your business for project management. By including/integrating Salesforce with your project management tools, you are easing the life for your customer-related departments. Even if people are working from home thanks to the ongoing pandemic situation, everyone is together in the virtual world collaborating, thanks to Salesforce. You have to take customer servicing as a project in itself then only you can enhance your customer's journey with your brand, by giving the customers what they need and when they need it.

The project management features which a Salesforce instance (thanks to Salesforce implementation services) brings to your table is especially beneficial to certain departments such as the marketing team. Salesforce can be used by the team to work on tough client engagement campaigns.  The project teams can use the project management tools with Salesforce to keep a tab on time and costs. Before investing in Salesforce, you should know about the features related to project management which is in Salesforce and should be there. Below, in a nutshell, we have listed the same for your easy viewing.

The essential features for project management in a CRM such as Salesforce 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

Samir Ray, working as a project manager in a leading finance company in Poona says "Salesforce is an integral part of our day to day functioning and we have been onboard with SF for our projects for years. The journey gets better with time and the addition of new features each season. I would recommend the same for all projects and Project managers. Ideally done via Salesforce implementation services".

As you can see Salesforce and Salesforce implementation services does play a critical role in the success of projects via its various tools and resources. So, for all project management teams and leaders, it's time to get onboard with Salesforce implementation services and take advantage of making your life much simpler on a daily basis.

For Salesforce  Project Management or Salesforce implementation services, get in touch today to make it happen. Our experienced consultants are experts in Salesforce  Project Management / Salesforce implementation services and our app Projecleo is the best in the market.  Have you not tried it yet?

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About the Author

Anand Sharma

Anand is a Salesforce Evangelist, joined the Salesforce ecosystem in 2014 helping customers to be successful with Salesforce, and joined Codleo to share the goodness with even more developers all around the world. He is based in New Delhi, with his wife, and he tries to escape summers every chance he gets.