10 Must-Have Features of a Salesforce Project Management App

10 Must-Have Features of a Salesforce Project Management App

by | Aug 24, 2023 | Collections, Consulting Businesses, Project Management, Project Management on Salesforce, SaaS, Salesforce Consulting Partners

In the realm of business, technology is a game-changer. Salesforce, today’s leading CRM platform, has emerged as a driving force for numerous companies — from Salesforce Partners to Consulting Firms. When it comes time to optimize project management operations, Trailblazers-led businesses demand tools that seamlessly integrate with their Salesforce systems. But with so many Project Management software options available on Salesforce’s app marketplace, one might ask: what makes one truly stand out?

If you’re a Business Leader in the decision phase of your PSA purchasing process, you’ll be searching for comprehensive software solution that caters to your unique needs. This post will walk you through the 10 must-have Project Management Salesforce features that can elevate your business to the next level.

1. Unified Data Management

In today’s fast-paced business environment, decision-makers need a consolidated data source. Integrating your project management tool with Salesforce ensures that data flows smoothly across departments, providing a unified view for better decision-making

2. Collaborative Features

Facilitating seamless interactions across all stakeholders is a cornerstone for successful project management. Collaborative tools like Project Status updates, Customer Community features, and dedicated collaboration channels make communication fluid and ensure everyone stays on the same page.

3.  Efficiency-Oriented Workflows

Resource management, paired with automated workflows, can drastically reduce manual input. This feature not only speeds up processes but also helps in the optimal allocation of resources, ensuring that projects are completed in a timely manner.

4. Real-time Customer Experience Tools

Customers appreciate being in the loop. Tools like Project Surveys, real-time Project Status insights, and platforms for Customer Homework create a transparent ecosystem where clients feel valued and informed.

5. Comprehensive Forecasting and Estimation

To anticipate the future, businesses need tools that provide comprehensive project estimates. Features like Project Templates, Pipeline Projects, and Forecasted Revenues enable businesses to plan, predict, and prosper.

6. Robust Resource Management

Maximizing resource utilization is key. The right Project run in a Salesforce software will provide features for Skills & Certifications, Onboarding, Performance & Utilization, and even aspects like Holiday Schedules & PTO. This ensures that every team member is at their productive best.

7. Task Management and Execution Tools

From simple task lists to comprehensive Kanban Boards, having a system that caters to various project execution styles is essential. Features like Timesheets, Email Apps and Expense tools further streamline operations.

8. Streamlined Billing & Invoicing

Cash flow is the lifeblood of any business. Integrated billing features such as Approvals, Fixed Fee/Milestone/T&E billing, and streamlined Collection/Payment systems ensure that revenue generation is smooth and hassle-free

9. Connectivity with Accounting Software

Integrations make life easier. The best Project Management software on Salesforce offers connectors to popular accounting tools like Sage Intacct, Xero, Quickbooks, and Accounting Seed. This ensures that financial data is synchronized, reducing any manual reconciliation needs.

10. Client-Centric Tone and Style

Finally, while features are crucial, the way the software communicates with its users is equally important. The platform should carry a tone that’s professional yet friendly, catering to clients in a concise, informative, and client-centric manner.


As the business landscape becomes more dynamic, the demand for robust project management tools that integrate seamlessly with Salesforce is growing. Investing in a platform with these 10 essential features ensures that your organization stays agile, informed, and ahead of the curve.

If you’re an ambitious Business Leader, it’s time to consider a Salesforce-powered PSA built for professional services teams, such as Klient. Not only does it encapsulate all these features, but it also simplifies operations, thereby meeting your project management needs effectively. Choose wisely, and steer your organization towards unparalleled growth.

See Klient PSA in action! Schedule a FREE demo with a Klient advisor.

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