VIDEO: Salesforce for Project Management – How it Works

when you think of crm software salesforce is probably one of the first words that comes to mind but salesforce can do so much more than managing contacts in this video we'll take a look at some of the ways you can use salesforce for project management but if you're considering switching to a different crm we can help use our product selection tool at technologyadvice.com to get a free list of crm software recommendations tailored to your specific needs click the link in the description below to get started journey builder is a salesforce app that helps you manage customer journeys but you can also use it for managing customer onboarding the app uses behavior-based triggers to send messages that nudge prospective customers toward buying your product taking a similar approach you can also use journey builder to guide new customers through onboarding one way you can do this is by creating an onboarding drip campaign with journey builder this way you can send new emails or push notifications every day with tips for getting the most value from your product salesforce is not a project management system but like many other crm solutions it still supports basic task management and if you use salesforce lightning you can set reminders and enable notifications on to-do list items this isn't a one-to-one replacement for a more robust task management system like you'll find in asana or reich but it does give you some added functionality to keep things from slipping through the cracks have your team members check to make sure they have universal notification services enabled this should be enabled by default but it's not a bad idea to double check if you plan to rely on this feature for more task management functions chatter is an enterprise social media app from salesforce but unlike most social media platforms chatter is designed to boost productivity not detract from it chatter features a facebook style news feed but if you're going to use this as a project management tool it's helpful to treat chatter posts more like you would a card in trello than you would a personal status update the post itself should define the task or project and other team members can collaborate by sharing updates and files in the comments chatter also lets you make groups for limiting conversations to relevant groups of people finally if you want more project management functionality from salesforce beyond what the tips covered so far can offer it might not be a bad idea to browse the salesforce app exchange app exchange is a digital marketplace where you'll find software apps from third-party developers at least 400 of these apps are project management related with familiar names like mavenlink asana and clarizen many of these apps integrate salesforce with the third-party project management system you already use but some simply add certain project management functions to salesforce for example if you wanted to use gantt charts in salesforce without having to buy a project management system you could get a third party app from app exchange that will basically add a gantt chart feature to salesforce just keep in mind that these apps usually come at an additional cost unlike the apps for third-party project management systems salesforce is a versatile system but that doesn't mean it can be everything to everyone if you're looking for a different crm use our product selection tool at technologyadvice.com to get a free list of crm software recommendations click the button on the left to get started you

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