SALESFORCE PROJECT MANAGEMENT TEMPLATE HOW TO

Status fields- any status fields can be customized and added to your Salesforce solution to help gain visibility into a project.Tasks can be built with reminders or email notifications sent to users- reminding them about potential deadlines for the task in which they are assigned, to help ensure timely completion and continue the momentum within the project itself.

These features allow for additional document file uploads, which will arm the assigned team member with more information and documentation on the work being requested within the task.

Cases or Tasks- working within the teams established, Salesforce can be used for creating and assigning cases or tasks to the appropriate users.

Creating these project teams is the first place to start to ensure client satisfaction and project success. Using account teams helps your project management team know exactly what their role is within the project, saves time by keeping communication coordinated in one spot, and helps management maintain a clear understanding of who is doing what. Within these identified teams, users are given access to the account and any relevant account information needed for the project’s overall success.

Teams- building teams within Salesforce is done by identifying any users who work on a project (account) together.

Features within Salesforce that can be useful in Project ManagementĬurrently, Salesforce does not have a specific project management solution built into its platform, but the following native and customizable capabilities can be used to ensure a successful project lifecycle! Not only does using Salesforce provides a 360 view of your clients and their needs, but you are also able to easily recognize and alert post-sales team members of additional sales opportunities that would be beneficial for the client to pursue in the future. By utilizing Salesforce, you also allow your team members to effectively communicate with each other and run your projects like a well-oiled machine. You can make sure your clients are getting exactly what they need, exactly when they need it. This provides detailed information all in one location. By incorporating project management into your Salesforce solution, you can monitor the entire client experience, starting with the initial opportunity, to sale, and throughout the entire implementation process and beyond. One way to achieve consistency throughout not only the project management journey, but also the client lifecycle, is to use Salesforce.

How Salesforce can help the Project Management life cycle This enables a higher probability of deliverables and milestones being met and ensuring quality control over what is being delivered, limiting any potential frustrations and can improve client experience and satisfaction. This success is accomplished by setting a realistic project plan, clear expectations of costs, an understanding of the project deliverables and milestones, and ensuring an orderly and streamlined process by setting these expectations with the team and identifying who will do what and when. This requires alignment with all parties involved to ensure realistic expectations are set, timelines are determined, and risks are addressed, which allows for overall confidence and trust within the team. When it comes to client projects, a successful outcome is largely dependent on successful Project Management. By using the features available within your Salesforce solution, you can track project milestones and streamline project team communication efficiently and effectively.

SALESFORCE PROJECT MANAGEMENT TEMPLATE HOW TO

How to use Salesforce for Project Management tasksĪllow Salesforce to help your organization or business ensure a successful project management experience and improve client success and satisfaction all in one place.

Salesforce project management template