LEADING COMPANIES USE THE SALESFORCE PLATFORM FOR PROJECT MANAGEMENT & PSA
Why Run Your Projects On Salesforce?
There are plenty of options when it comes to managing your projects, PMO and professional services organization. So why choose to run them on the Salesforce platform? Here are some of the top reasons why organizations like yours already choose to run their projects, processes and workflows on the Salesforce platform.
Drive Best Practices
Save time and deliver best practices consistently by automating your key project processes & workflows.
Pick Your Methodology
Whether you want to run your projects in a waterfall or agile manner, there are AppEx solutions for you.
Tailor to Your Business
Change the ‘carpets and curtains’ to your unique needs with point & click configuration of AppEx Apps.
A True Customer 360 View
Link sales and service with your customer onboarding and success projects for a true 360 view.
Show the ROI & added value your project processes are adding with visual dashboards.
A wide range of Use Cases
From lead generation, helping close complex deals to onboarding your new customers, the way in which you run projects can be the difference between winning and losing for your business. Check out some of the popular use cases, that companies like yours are already leveraging the Salesforce platform for, to bring additional value to their organizations.
…but equally it can fit any project process
If you’re considering running your Projects and/or PSA on Salesforce, then it’s important for you to know that, the capabilities you need from a solution are able to be met on the Salesforce platform.
Commonly Capabilities Explained
We’ve taken the common Project, PPM & PSA features and capabilities that companies look for in a solution that they deploy in their organization, and grouped them by functional area such as PPM, or Finances. Then for each commonly requested feature, we have created a unique business capability card for you to view, with key information including Definitions, KPI’s, Best Practices and how that particular capability might be met on the Salesforce platform.
We’ve done the hard work for you by aggregating & grouping all the most popular Project Management and PSA Apps from the AppExchange together, so you can quickly compare all the popular options side by side.
Talk to a Cloud Coach advisor who can help point you in the right direction