These 5 challenges of implementing Project Management software in Salesforce can hold back your growth. Apply these actionable solutions to overcome them.
project management
10 Must-Have Features of a Salesforce Project Management App
Discover 10 essential features that your Salesforce Project Management software should have if you want to manage projects more efficiently and effectively.
Master the Familiar: Use Salesforce as a PM Tool
You’re already accustomed to Salesforce’s CRM functions. Leverage the popular app platform for Project Management to improve margins and productivity.
Stay Up to Date with Salesforce Last 7 Days Filter
The Last 7 Days filter in Salesforce provides a clearer picture of your project’s progress, allowing you to make better decisions based on real-time data.
Keep Your Work Breakdown Structure (WBS) Simple
Your WBS is your roadmap—keep it simple, clear, and focused on the major stops. Don’t let unnecessary details derail your journey to project management success.
Streamline Project Management with Salesforce Next Step Field
Can’t seem to find candidates with the right aptitudes and culture fit for your business?
Here’s how to leverage psychometric tests in your HR recruiting process.
Boost Productivity with Salesforce Favorites
You’re struggling to navigate through the go-to items and project records you need every day? Use Salesforce Favorites to keep frequently used items at your fingertips and boost productivity!
5 Problems Teams Have With To-Do Lists (And How Project Management Software Can Help)
Ever find yourself without the right tool for a job? Maybe the screw fell out of your glasses, but you don’t have one of those tiny screwdrivers you need to replace it. You try the edge of your credit card, a thumb tack from the wall, a...
Professional Services Automation (PSA) VS Project Management Software
How does Professional Services Automation (PSA) differ from project management (PM) software? And how can you choose the right comprehensive solution to run your business? Here are a few key differentiators between PSA and PM. 1. PSA Puts...