Why use Salesforce as a Project Management tool? Because you are already familiar with Salesforce's CRM.

Klient Tips #25


Master the Familiar: Use Salesforce as a PM Tool

by | Aug 21, 2023

Why You Should Start Running Your Projects on Salesforce.

You’re already accustomed to Salesforce’s CRM functions. Why not take it to the next level? By leveraging Project Management in Salesforce, you’re not diving into unfamiliar waters but rather harnessing amplified capabilities in a well-known terrain. Boost your PM skills with these tips:

  1. Build Upon Existing Knowledge: Use the Salesforce software interface you are familiar with and have grown to love.
  2. Efficient PM Tools: Dive deeper into a toolbox crafted for Project Management excellence.
  3. Effortless Transition: Move seamlessly from CRM to PM functions without missing a beat.

With Salesforce, it’s not just about maintaining relationships with your customers, it’s also about managing efficiently their projects. Don’t forget to explore Klient PSA for an enhanced project management experience!

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