How to Work with Salesforce Project Management
For any project manager, there are numerous responsibilities related to running any project efficiently and meeting the deadline. It is important to have technical and managerial skills but along with that you should also have an understanding of CRM and should know how to work with Salesforce project management to keep everything on track and on timeline.
If you are looking for CRM software for your business enterprise, there’s no better option for you than Salesforce. Salesforce development helps your team to perform and manage your project operations while handling the data centrally and securely. But when you are using Salesforce for project management, it is important for you to know how to handle the platform and use it efficiently to keep the project on track.
Ways to Use Salesforce for Project Management
Using Salesforce for project management will only be efficient if your project manager is aware of using it significantly. Let’s help you out by listing some ways you can use Salesforce for managing a project efficiently.
- Manage your Team
For a project manager, it is important to give equal attention to managing the team as to the project. With Salesforce, you can access two features for efficiently managing your team- Account Teams and Opportunity Teams.
Account Teams allow your team members to work on a single account so everyone could have access to one single source of truth while working on a project.
Opportunity Teams allow those teams to work together that are working on a common opportunity.
2. Enable Task Notifications for the Sales Team
With Salesforce, you can send out Task Notifications to your sales team so that they can always be aware of their respective job and deadlines. The features help the team to stay on track while notifying the members on a regular basis about the status of their tasks and completion. This feature is only available in the Lightning version of Salesforce.
3. Conduct Efficient Communication Between Team Members
For any project to be successful, it is important that there should be efficient communication between the team members so there would always be clarity of thoughts and goals. Salesforce can allow you to do so through Chatter.
Chatter helps to bring the team members together on a common platform where they are interacting with each other, share relevant files, and discuss requirements while reporting to the managers. You can even hire Salesforce Managed services to get guidance on how are different ways to use Salesforce to conduct efficient in-house communication.
4. Be in Sync with Timelines
For any project, it is very much necessary to be on the timelines. Salesforce helps you to do so with the help of Salesforce Reports. It helps you to stay updated on any activity that is related to a concerning project. Using this tool, you can give special attention to projects that tend to have a risk of being delayed.
Adopt Salesforce for Project Management
It’s time to make sure your projects are managed efficiently to ensure their timely deliveries. The best way to do so is to use Salesforce to bring your project team together over a central platform, aligning them to the common goal and deadline. Utilize Salesforce more efficiently with the help of experts. Talk to the team at 360 Degree Cloud to know more about Salesforce capabilities for project management.
