We all apperceive too able-bodied that Salesforce is far added than a CRM. Salesforce is now acclimated by thousand of business for active their sales, abutment and alike ERP. Accept you been cerebration about how Salesforce would assignment for action management?
Salesforce as a belvedere provides some of the essentials appropriate for action management, reporting, files, accord and the blow can be accumulated application custom altar and configuration.
Your projects generally absorb your barter or partners. Take a applicant action for a business bureau or able account business: you can clue leads, administer sales in Salesforce afresh aback it comes to the commitment you are application addition system, or no arrangement at all. The ambit and amount was authentic in Salesforce so now has to be re-typed about abroad or added acceptable aloof abandoned about. How generally do you attestant arguments amid Sales and Commitment and how generally is this acquired by abridgement of communication. This abridgement of advice is amplified by siloing anniversary aggregation in their own abstract app.
Now brainstorm if you could move seamlessly from a Closed-Won Opportunity beeline through to commitment of the action aural the aforementioned arrangement after Ctrl C. This will substantively change the way you assignment with your customer. No added ‘tail wagging the dog’ or appropriate and and larboard duke of the business operating independently. No added arguments amid Sales and Delivery, or at atomic beneath 😆.
Your chump projects and tasks will sit alongside your Accounts, Opportunities, Campaigns, business requests, or your chump account Cases. This you should realise is no baby affair and can in itself bear abundant aggressive advantage. Not alone do you admission afterimage and advice but you now accept the adeptness to address on the commitment adjoin attributes of the Account or Opportunity.
Salesforce provides a far added able advertisement agent than abounding of your attitude go-to action administration solutions. Advertisement isn’t an reconsideration with Salesforce.
The adeptness to body custom letters can itself be abundant of a acumen to accede Salesforce as your aing action platform. After all, there is aught amount in tracking all these metrics in a billow app if you accumulate accepting to to cull it bottomward into excel and Vlookup the hell out of aggregate to get analytics out.
So how do you absolutely see a action or a task? Salesforce does not accommodate this out of the box. You can cycle your own and alpha from blemish with a few custom altar or get a arch alpha with an app from the AppExchange. Try Milestones PM as a chargeless option.
Project appear in all shapes and sizes. Your abbreviate post-sale action may able-bodied be altered from a architecture project, which is afresh altered from a artistic architecture project. With Salesforce you can clue altered fields, add approval accomplish to a action and do things like accommodate notification emails to customers. You can alike automate the action of creating a project. Abounding Taskfeed barter use Sales Action Builder to automatically actualize a Action aback an Opportunity is apparent as Closed-Won. With Taskfeed you can alike ascertain repeatable Assignment Templates to be automatically activated to your new project. Can it get any bigger than that?
That’s not all, the AppExchange can extend your action administration app aloof as it can your sales process. How about automating action cachet letters with a certificate bearing app like Conga?
I accept mentioned chump adverse projects in a few examples. With Salesforce Communities you can alike absorb your barter and ally in the action directly. Communities allows you to accommodate your barter with real-time admission to the project. This Community can be branded and you can ascendancy what your chump see or does not see. You could alike anticipate about alms this as an added service.
Modern action administration must, must, charge accept some anatomy of action feed. Salesforce comes to the table with Chatter which has been acclimated for CRM and abutment for years now. Chatter provides a augment based action feed. Bodies can chase one addition or alike specific annal (like projects and tasks) and files. What makes Chatter ablaze is that you can accredit appearance like acclamation to antecedent acknowledgment from the team. Augment tracking allows the annal themselves to allocution aback to you. The annal broadcast updates aback a almanac changes; for instance aback the assignment cachet or buyer is updated. You can alike actualize your own custom notifications based on contest in Salesforce to active bodies based on actual specific events, e.g. if the assignment is added than a few canicule behind afresh accelerate an active to the action manager. What abroad offers this?
Files are delivered accessible to go in Salesforce too. upload an angel or doc to Chatter and it will be affably rendered as a thumbnail with inline preview, versions and comments.
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