Project management

Project management with Salesforce

Bring a new dimension to project management! Given the flexibility of the Salesforce platform, we can help you use it as a collaborative and high-performance platform to manage your projects. Add users and contacts linked to resources. Link a project to an account or opportunity. Store documents by project and exploit Salesforce customization. Also, you can use reports, work rules, and triggers for your projects.

All the tools to manage projects through Salesforce

Milestones

Milestones are an excellent way to follow progress achieved on one or several projects. With specific steps that you take, you can have complete control on the way that your milestones progress and obtain a clear image of all key deliverable items.

Task management

Tasks are based on collaborative work. With prioritization criteria, assignment capacity for other users, and a visual work space, tasks are organized and easy to manage. Also, users can easily assign tasks to another person or send a specific email alert.

Gantt Diagram

The use of a Gantt diagram offers you an excellent way to visualize your project and related tasks better. You can customize your diagram with conditional formatting and highlight tasks of team members with different colors.

Email integration

Receive alerts by email about different steps to project completion, in real time. Email alerts can also be sent to your other collaborators to alert them about the next tasks to finish or notify them later. Email integration can be very useful to monitor the progress of a corresponding project.

Reports

Problems resolved more quickly. Live Agent online chat enables you to be more reactive and resolve problems with your customers more quickly. The tool is integrated with Service Cloud. You don’t have to install anything. Use Live Agent on your site to respond instantly to questions from your customers in real time.

Visual Workflow

Simplify the project management processes. Integrate any of your project processes: tasks, participants, quotes or resolutions and automated approvals for strategic processes. With Salesforce, be consistent and fast for all your projects!

Dashboards

A panoramic view of your projects. The configuration is very simple. Define only the indicators that are linked to your most important projects, in real time. Create reports and scoreboards or customize existing models with a simple drag-and-drop without external sources. It’s child’s play.

Join the future of business applications

Want to know more about how Easycloud can help you to manage your projects through Salesforce and to stimulate innovation and growth within your organization?

Contact us at 1-855-408-2487.

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