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How to Use Salesforce for Project Management?

No matter the industry you’re operating in or the nature of your business, one tool you need to execute your processes with great levels of efficiency is project management software. Not many are aware that Salesforce can be used to manage projects with high efficacy; the IT platform is much more than just a suite of CRM applications. It has certain basic features that you can use to monitor the progress of and ensure the successful completion of IT projects. You can also go in for various project management apps on Salesforce AppExchange or integrate external apps with Salesforce.

Here’s What We Will Cover

  • How to Use Salesforce for Project Management?

  • Benefits of Native Salesforce Project Management Apps

How to Use Salesforce for Project Management?

How to Use Salesforce for Project Management?

Send Task Notification Alerts to Your Team

Notification alerts are one of the fundamental features of almost any app today. Apart from alerting users about tasks, they also provide relevant information regarding the same from time to time. Thus, they help you execute your projects smoothly. However, you need to remember that this feature is available only in the Lightning version of Salesforce. So, if you’re not using this version yet, you need to upgrade your Salesforce system to use this feature.

Sync-up with Project Timelines

Ensuring that all your tasks are in sync with your project timelines is one of the main elements of a good execution strategy. Salesforce Reports helps you stay updated about the progress of your projects. In addition to enabling you to view the latest updates made by your team members, this feature from Salesforce lets you use time filters and manage issues with high levels of efficaciousness. You can also view details of activities that are specific to certain accounts.

Ensure Effective Communication

One of the features of a good project management app is enabling effective communication. The Files and Chatter features of Salesforce help you communicate effectively with your team members. To explain further, Files lets you share documents either privately or publicly with your teammates and centralize all your communications. Chatter, on the other hand, allows you to communicate about important new releases related to your projects, share information with your team members effectively and discuss issues that are relevant and important to your projects on the go.

Effective Team Management

For managing your team effectively, Salesforce offers two specific features viz. Accounts Teams and Opportunity Teams. Let’s get into the details of these two features and how they can help you with your team management.

Accounts Teams allows each of your team members to work on individual accounts. This feature displays all the activities, tasks, deals, opportunities and data that are account-specific on a single platform giving your team members an understanding of their roles and responsibilities at an individual level. On a broader note, it helps you monitor your team’s performance with just a few clicks.

Opportunity Teams, on the other hand, can be used by a group of employees working on opportunities that have the potential to be converted into successful deals. But, you cannot get a detailed view of various accounts at an individual level like Accounts Teams.

Benefits of Salesforce Native Project Management Apps</