February 11, 2020

How To Use Salesforce For Project Management

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Tags: CRM

When someone says tissue, you think “Kleenex.” If you scrape your knee, you ask for a Band-Aid before you think “bandage.” If you’re looking for a CRM, Salesforce probably comes to mind before any other brand.

But Salesforce can do so much more than managing contacts — you can also use it to bring more of your project management tasks into the application you use the most.

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Using Journey Builder to automate customer onboarding

Journey Builder is a Salesforce app that helps you manage your customer journeys, but you can also use it for managing customer onboarding. The app works by using behavior-based triggers to send messages that nudge prospective customers toward buying your product. Using the same approach, you can also use Journey Builder to guide your new customers through onboarding.

A GIF showing someone building a workflow for customer journey management in Salesfoce.


The first few days following new customer sign ups are critical. For companies to provide the best customer experience possible, customers should be able to get value from their purchase as soon as you can deliver it.

One easy way to do this is by creating an onboarding drip campaign with Salesforce Journey Builder. Send your new customers one new email or push notification each day with tips on how to get the most out of your software. Depending on what seems more relevant, you can trigger emails to send after customers engage with the previous email or if they access certain features within your software.

Automating your customer onboarding means one less project for you to manage, and it definitely makes for a better customer experience.

Enable task notifications

Like most CRM solutions, Salesforce supports simple to do lists. These are helpful for keeping track of what you need to do, but they aren’t necessarily meant to replace the task management features typical of project management software.

Also read: How To Use Tableau For Project Management

However, if you have Salesforce Lightning, you can set reminders and enable notifications on your to do list items. This makes Salesforce function a little bit more like a project management tool and keeps your team on-track. To ensure your team members receive reminders about upcoming taks, have them check to see if Universal Notification Service (UNS) is enabled. UNS should be enabled by default, but if you’re going to rely on Salesforce for more task management duties, it’s not a bad idea to look.

Use Chatter to collaborate in real time and share files

Chatter is Salesforce’s enterprise social media app. Unlike most social media platforms, though, Chatter is designed to boost productivity, not detract from it.

Anyone who uses Chatter can create a new post, and teams can use these to organize around projects. Chatter posts are not analogous to Facebook posts — think of them more as cards in Trello or Asana. The post itself defines the task or project, and users can comment on posts to share relevant files, ask questions, and provide status updates.

Screenshot of the Chatter app in Salesforce.

You can create groups within Chatter so that the entire company doesn’t see posts that are only relevant to a handful of people. From there, add topics to posts to organize by role, campaign, or location. If you use it correctly, Chatter can be a great tool for bringing more of your project management activity into Salesforce.

Browse Salesforce AppExchange to find project management apps

In addition to offering several project management features of its own, Salesforce hosts many project management apps from third-party developers on its AppExchange. Doing a simple search for “project management” returns nearly 400 app results, some of which you’ll recognize. Mavenlink, Asana, and Clarizen, for example, all offer apps on Salesforce AppExchange.

Screenshot of the Salesforce AppExchange.

This is a great way to integrate the project management software solutions you already use, but there’s no need to worry if you don’t use a PM tool. Plenty of developers make apps just for Salesforce, though they usually come at an additional cost.

That being said, if you only want a way to make Gantt charts in Salesforce, for instance, it will probably be less expensive to pay for a third-party app on AppExchange than to buy a standalone project management solution for every team member who needs access.

If you’re more of a visual learner, check out this video:

Find a CRM with the features that are right for you

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 CRM Product Selection Tool to request a free shortlist of the best CRM software for your specific needs. We’ll ask a few questions to get a sense of what you’re looking for, then we’ll send you five vendors that we think you’ll love. Getting started is easy and takes five minutes or less.

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