What Salesforce has to offer for Project Management?
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The long-lasting customer engagements need wise and thoughtful project management. With the help of project management, this is possible to achieve effective brand communications that ultimately leads to powerful customer experiences during different phases like marketing, product launch, sales, and the purchasing etc.
The best idea to maintain consistency throughout the entire customer journey is the usage of Salesforce CRM for project management. You just have to incorporate the Salesforce instance and the project management activities, this is possible to create interesting customer stories together instead of their distances. This is necessary to consider customer services as a project so that you can be sure of what customers actually want from you.
You may utilize a stand-alone project management system too but it cannot be integrated with Salesforce objects later. So, if you are interested in automating data management activities, marketing campaigns, and other business processes then you should use Salesforce instances only for the project management.
Integrating project management capabilities within Salesforce is beneficial for different departments across the organization. For example, Salesforce can be used by marketers to handle typical customer engagement campaigns. For the B2B businesses, project managers can utilize project management tools or they can be incorporated within Salesforce for tracking project expenses and the project time.
Before we discuss the project management in Salesforce, this is necessary to have a look at wonderful project management features offered by the Salesforce and number of options that offered by the AppExchange in Salesforce.
This is the time to discuss where Salesforce stands in this regard and the project management features offered by the Salesforce CRM.
As of now, there is no individual module for project management tasks. Still, it can be used to accomplish all the tasks mentioned earlier. The lack of project management entity implies that the platform needs customization for the best solution. Here, we will discuss what can you do or what is lacking recently with popular Salesforce Licenses?
Solution: With process builder in Salesforce, it is possible to design multiple custom processes based on your project management needs and the task can be marked as completed or incomplete by the sales representatives.
In brief, Salesforce has all the features and capabilities that are enough to handle basic project management needs. If you need to manage any complex project then you should hire a Salesforce consultant who can customize the platform or he can use one of the plug-ins available at the AppExchange in Salesforce. In the next section, we will discuss the project management plug-ins that are already available on AppExchange and you can use any of them based on your convenience.
In this post, we will discuss the three popular plug-ins available on AppExchange. These are – Taskfeed, TaskRay and the Mission Control. These plug-ins can be quickly integrated into your project and they are native to the Salesforce.
When setup or managed properly, they are able to deliver engaging customer experiences. Also, they are Lightning ready and easy to optimize for the Salesforce1 mobile platform too. Let us have a quick look at each of the plug-in one by one, so that you can decide yourself which plug-in suits you the best.
The plug-in costs $25 when paid monthly and $20 when paid annually. The free trial of the plug-in is not available and this was launched in the year 2014.
With the help of Taskfeed, this is possible to focus on customer onboard with its out-of-the-box project management capabilities. This plug-in is easy to customize and suitable for complex projects too. It allows users to create convenient project view with graph and Gantt charts models.
Tasks are easy to manipulate with drag and drop interactions and tool automatically handles the task dependencies. It gives notifications and allows project linkage with Salesforce objects too. The customizations are easy and it can be used for almost any Company across different industry verticals.
The plug-in costs $26 when paid monthly and $21 when paid annually. The free trial of the plug-in is available for 14 days and this was launched in the year 2012.
It has almost all the functionalities necessary for the project management and discussed earlier for the Taskfeed. The interface is full of visual content so that user can quickly understand the features of the plug-in. The extra features of plug-in other than Taskfeed include – interactive templates, subtasks can also be marked as complete, full integration with Salesforce objects, string service support, and ongoing enhancements.
The plug-in costs $29 when paid monthly and $21 when paid annually. The free trial of the plug-in is available for 14 days and this was launched in the year 2012.
This plug-in also offers almost all the functionalities as discussed earlier for Taskfeed and the TaskRay. This would not be saying wrong that the plug-in has full-fledged project management system capabilities that it runs over the Salesforce platform. The extra features include security loggings, low expenses, and resource planning or management etc.
Tip: You are advised to try plug-in first before you focus on Salesforce customizations. If plug-ins are able to handle your project management needs then the overall budget of a project can be managed nicely. Other than this, hire a Salesforce consultant to customize the CRM based on your project management needs.
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