Why Salesforce is Great for Projects & PSA

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.

Projects & the Salesforce platform together add business value

If your business thinks a project is just a list of tasks that someone checks off, then you are being left behind by your competitors who recognize the true importance of project processes as a strategic enabler for their organization. Forward thinking companies know that projects are key repeatable processes and workflows that when implemented well can drive significant value for their organization.

In the same way that Salesforce helped revolutionize the ways companies sell and support customers, Salesforce shines in this functional area too, with a knockout 1-2 punch, great Projects & PSA Apps, pre built and available on the AppExchange, coupled with the ability for you to tailor Apps to your own unique workflows, so that best practice is followed every time.

Traditional

Waterfall

Hybrid

Water-scrum-fall

Traditional

Kanban

Scrum

All your favorite Project methodologies are supported

There are lots of opinions when it comes to the best methodology to run projects, some people like Agile while others prefer Waterfall. Fortunately no matter what your preferred way of running projects is, there are solutions available on the AppExchange.

So whether you’re looking for something to run your Agile software development, or for a more traditional waterfall rollout of a physical deliverable, there are applications available on Salesforce to suit.

You can tailor solutions to your business’ processes

Every business is unique, that’s where native to Salesforce Appexchange Apps give you the ability to change the ‘carpets and curtains’ to your unique needs with point & click configuration.

Meaning that you can leverage the Salesforce skills you already have to tailor these Apps for your company, such as adding custom fields that are specific to your business, leveraging process builder for automation of processes or workflows and building out the reports & dashboards your management wants to see.

User Interfaces

Business Logic

Notifications

Reporting

Campaigns

Accounts

Opportunities

Cases

Help complete your Customer 360

Projects form a vital component of your Customer 360; Onboarding projects complete the crucial link between Sales and Service, while ongoing Customer Success initiatives & projects are a great way to keep to build and improve customer relationships on Salesforce.

By using one of the Salesforce native Project Management or PSA tools from the AppExchange you can seamlessly connect your projects to all your favorite Salesforce records such as accounts, opportunities or cases, so customer data flows freely giving you that true 360 Customer view.

Show your ROI with Visual Dashboards

Whether you show the value from your Projects in terms of customer relationships, project ROI, resource utilization, revenue recognition or one of the many other value drives you can engage with project process and workflow automation, you can report on them all with the Salesforce reporting engine.

With all the AppExchange Apps come pre built dashboard reporting that you can also tailor to your own needs. Even better, all reports are available in real time, on any device, at any time of the day, and can even be automated to appear automatically in your executive teams inbox.

Real Time Updates

Any Device

Any Time

Automated Delivery

CONCLUSION

Projects add ROI to your Salesforce Investment

Your business or organization has already made an investment in the Salesforce platform both in terms of your subscription & implementation costs along with ongoing internal manpower & support. Why not leverage that existing investment you have made, by adding Project Management & PSA business processes

to your Salesforce deployment? With great native to Salesforce Apps available, there are solutions for every size of business that plug right into your existing deployment that let you can get started adding more value to your business today.