Integrating Microsoft Project Online with Salesforce allows Sales Managers with permanent access to have an accurate and up-to-date project status, thus allowing for improved communication within the organization.
What do project managers use Salesforce for?
Salesforce provides a powerful drag-and-drop report builder and customizable dashboards. These tools can give the managers of customer-centric projects holistic views of tasks, problems and project results. 8. The Salesforce mobile app allows project team members to access the system at any time from any device.18 Apr 2018
Does Salesforce have a project object?
Salesforce today offers so much more than just CRM features. However, if you want to manage projects directly in Salesforce, you will be disappointed to find out that there is no full project management functionality.26 Oct 2020
Does Salesforce have project management tool?
Salesforce is a comprehensive and powerful system, but it isn't the only CRM solution on the market that also supports project management features. Use our Product Selection Tool to request a free shortlist of the best CRM software for your specific needs.11 Feb 2020
What project management tools integrate with Salesforce?
- Asana. 4.4. (10.3K) Project and work management for teams of all sizes.
- Smartsheet. 4.5. (2.2K)
- Celoxis. 4.4. (247)
- Jira. 4.4. (11.1K)
- Teamwork. 4.5. (697)
- Scoro. 4.6. (172)
- Mavenlink. 4.2. (559)
- HoneyBook. 4.9. (431)
Does MS teams work with Salesforce?
The Salesforce app in Microsoft Teams is now Generally Available. Now, sales and service teams using Salesforce Sales Cloud or Service Cloud can bring account data and records into their Teams workspace for better collaboration.7 Jul 2021
What does MS project integrate with?
The integration of Project with Microsoft Planner lets you connect Project tasks to a Planner plan and track detailed work in Planner. 30 Oct 2017