The Quintessential Guide to Using Salesforce for Project Management
The field of project management is ever-changing and fast-paced; it’s quite a fact that probably every businessperson would be aware of. Using Salesforce for project management is becoming quite a common choice, and that’s because of the intuitive user experience and built-in tools offered by Salesforce.
It’s no news that Salesforce helps to streamline the business processes for companies from different industry verticals. Businesses consider Salesforce as their companies’ hub, and that’s why it makes sense to use it to manage the team’s company projects and activities.
Using Salesforce for Project Management
If you have decided to consider Salesforce customization to use your CRM for project management, there are certain things that you need to take care of. Let’s look at all points that could help you improve your project management.
1. Set Up a Project Management Platform
Working with Salesforce for project management begins with a simple setup. On the project setup page, you’ll come across a brief description of how you can get started. Next, you’ll be adding lead and assigning relevant tasks to it. You can even assign project activities to designated teammates.
2. Communicate and Stay Organized
The prime benefit of using Salesforce for project management is to efficiently communicate with your team members and keep your project activities and progress organized.
Salesforce can help you track your team members, and the tasks they are performing, thus helping everyone to stay on the same page. You can also use it to set up milestones for your projects and keep a track of the complete project,
3. Collaborate with Team Members
You can not just use Salesforce for communicating with your team members but can also make use of the platform to collaborate with them on different project tasks and statuses.
The platform allows you to track the progress of your team members and also to track overall project goals. Accessing dashboards can also help you track the progress of the project and keep a watch on your tasks are moving.
4. Simplify Lead Management
While you use Salesforce for project management, it can also be utilized for task management. This means that Salesforce can be used to manage your tasks and leads alongside. Easily track your leads, assign tasks, and manage your overall project using Salesforce.
Move to Salesforce for Project Management
Using Salesforce for project management is a great way to streamline your tasks and easily keep track of your project status and activities. Salesforce helps you to always stay in line with the ongoing project activities and keep you updated on the progress.
Reach out to the experts at 360 Degree Cloud to know more about managing your projects with Salesforce.
