Salesforce is primarily a buyer relationship administration (CRM) device, not challenge administration software program. That mentioned, third-party apps can be found by means of Salesforce’s AppExchange, its market for apps. Nonetheless, these are typically light-weight instruments that aren’t complete challenge administration software program they usually’re additionally costly.
Let’s look critically at Salesforce, its Salesforce AppExchange and the professionals and cons of utilizing the third-party add-ons they’ve listed there. We’ll additionally record the important thing encompasses a challenge administration device ought to have and record one of the best Salesforce challenge administration instruments so shoppers could make an informed determination.
What Is Salesforce?
Salesforce is on-line software program that gives a collection of CRM instruments and purposes to assist companies handle their gross sales, customer support, advertising and different key enterprise capabilities. Its key options are CRM, gross sales and advertising automation, analytics and reporting, workflow and course of automation, collaboration and its skill to combine with different instruments. It’s customizable, which provides to its flexibility and recognition as an industry-specific resolution for monetary companies, healthcare suppliers, nonprofit organizations and producers.
Does Salesforce Have a Constructed-in Undertaking Administration Software?
Now that we perceive the worth of Salesforce, the subsequent query is whether or not it has a challenge administration device or function built-in to its software program. That’s, one thing greater than merely having centralized data and information, collaboration, automation and real-time visibility, which misses a lot of the vital challenge administration instruments.
Quick Reply: No, Salesforce Doesn’t Have a Constructed-in Undertaking Administration Software
Salesforce customers know that there aren’t built-in challenge administration options. For instance, Salesforce doesn’t have a Gantt chart, which is a necessary device that visualizes challenge timelines, dependencies and important path evaluation. There’s no useful resource administration to allocate sources to particular duties. There additionally isn’t the flexibility to trace workloads, handle useful resource capability or observe time. This implies no timesheets, budgeting or monetary monitoring. Salesforce lacks danger administration and challenge monitoring instruments, collaborative job administration and challenge portfolio administration. We might go on.
If you happen to’re in search of an all-in-one challenge administration resolution, strive ProjectManager. That is an award-winning software program that has built-in useful resource administration instruments, can observe all 4 kinds of job dependencies and presents danger administration. On high of that, ProjectManager is extremely collaborative, presents challenge portfolio administration and has a strong Gantt chart. Attempt ProjectManager without spending a dime at present.
What Is the Salesforce AppExchange?
After all, Salesforce claims that these holes in its project management tools may be plugged with third-party apps bought on its AppExchange. We’ve already outlined this because the product’s on-line market the place customers can browse, consider and set up purposes, elements and options designed particularly for Salesforce. However is that this an answer to the lacking challenge administration options?
Execs of Utilizing Salesforce AppExchange Apps
What are the benefits of getting project management apps on the Salesforce AppExchange?
- Seamless integration with Salesforce
- Centralized information and reporting
- Streamlined communication and collaboration
- Customization and suppleness
- Time and resource management
- Enhanced job administration
- Price and funds administration
Cons of Utilizing Salesforce AppExchange Apps
A few of the professionals listed above are barely helpful. They don’t have the scope of actual project management software. Whereas a few of these benefits aren’t noteworthy, the record beneath are deficits.
- Complexity and steep studying curve
- Additional value on high of Salesforce value
- Integration challenges requiring further configuration or customization
- Customization limitations
- Knowledge safety and privateness considerations create factors of vulnerability for breaches
- Restricted assist and updates
- Over-dependence on a single vendor
- Inconsistent person expertise throughout apps
- Efficiency points, akin to slower load instances, lag, and so on.
Key Options of a Undertaking Administration Software for Salesforce
What ought to a possible buyer in search of a challenge administration device for his or her Salesforce app search for? Firstly, the challenge administration software program ought to combine with Salesforce. Then it ought to have these necessary challenge administration options.
- Timesheets: Used to trace the period of time spent on completely different duties. They’re particularly necessary for companies that want to trace work hours for billing purchasers, payroll functions or to research productiveness and effectivity.
- Activity & Workflow Administration: Helps be sure that every workforce member is aware of what they should do and that the work is evenly distributed throughout the workforce. They’re used to assign and prioritize duties, balance workload, replace job standing and determine dependencies and milestones.
- Useful resource Allocation and Monitoring: Ensures that the suitable sources are assigned to the suitable duties and initiatives. Permits challenge managers to stability available resources to maximise productiveness and keep away from overallocation or underutilization by scheduling and monitoring sources and prices.
- A number of Undertaking Monitoring: Permits challenge managers and groups to observe the progress and standing of a number of initiatives without delay. This helps present an outline of all initiatives inside a corporation, guaranteeing that sources and priorities are managed throughout a number of initiatives. These are project portfolio management instruments.
- Staff Collaboration: Facilitates communication and cooperation amongst workforce members, stakeholders and purchasers. These options be sure that everybody concerned within the challenge is aligned, knowledgeable and engaged within the challenge’s progress. Actual-time information is vital, as is doc sharing and storage. Version control, commenting and having a world search perform are additionally necessary.
Finest Salesforce Undertaking Administration Instruments Rankings
Now that what’s necessary in challenge administration is obvious, as are the professionals and cons of looking for a challenge administration add-on within the Salesforce AppExchange, let’s take a look at actual project management solutions that combine with Salesforce. Under are one of the best of one of the best, in descending order.
1. ProjectManager
ProjectManager is award-winning challenge and portfolio administration software program that helps plan, handle and observe work in actual time. It integrates with Salesforce through Zapier or with its utility programming interface (API), which permits customers full customization over its integration expertise, fairly than an “out of the field” cookie-cutter one provided by so lots of the third-party apps within the Salesforce ecosystem. The API is accessible on all plans provided by ProjectManager and never gated behind some costly editions as with some opponents.
Handle Duties, Initiatives and Workflows
ProjectManager has a number of challenge views, together with Gantt charts, kanban boards, sheet, job and calendar views. This permits challenge managers to plan duties on Gantt charts that hyperlink all 4 kinds of job dependencies, filter for the vital path and set a baseline to trace variance in actual time. Duties are assigned, prioritized and shared throughout all challenge views and standing updates in actual time. Groups can visualize workflow on kanban boards, managing their backlog as managers determine and take away bottlenecks that might intervene with workflows. The software program has automated workflows with job approval for high quality assurance.
Simply Allocate Human and Non-Human Sources
Gantt charts additionally schedule human and non-human sources, planning when and the place sources are wanted within the challenge timeline. Useful resource availability is about originally of the challenge, the place managers can outline PTO, trip and international holidays in addition to talent units, which streamlines assignments. There’s additionally resource utilization tracking with the workforce web page or the color-coded workload chart, which makes it simpler to see who’s overallocated or underutilized after which stability the workforce’s workload to maintain them working at capability with out threatening burnout. Safe timesheets make it straightforward to log hours and provides managers transparency into how far every workforce member is in ending their work and assist observe labor prices.
Monitor Initiatives With Actual-Time Dashboards and Studies
There are additionally instruments to trace initiatives, packages and portfolios to observe a challenge or a number of initiatives and hold them on schedule and staying inside their budgets. As soon as the baseline is about on the Gantt chart, plans are saved and in contrast robotically to precise progress. For a high-level overview of key efficiency indicators (KPIs), there are project and portfolio dashboards that flip dwell information into easy-to-read graphs and charts displaying time, value, workload and extra. Customizable experiences permit managers to get extra particulars with standing and portfolio experiences in addition to experiences on variance, timesheets, workload and extra. These experiences can be filtered to deal with progress and shared with stakeholders to maintain them up to date.
This and the truth that ProjectManager has danger administration options to determine the affect and chance of a danger interfering with the challenge and documentation administration, which incorporates limitless recordsdata storage, international search and model management make it one of the best Salesforce challenge administration device. Get started With ProjectManager today for free.
Verdict: Finest Salesforce Undertaking Administration Software program from Begin to End
ProjectManager Execs & Key Options
- Actual-time value and time monitoring
- A number of challenge views: Gantt charts, kanban boards, sheet, record and calendar views
- Useful resource administration device
- Cellular app out there for Android and iOS
- Free 30-day trial
ProjectManager Cons & Limitations
- Restricted customization
- Few native integrations
- No free plan
ProjectManager Pricing
- Staff: $13.00 person/month
- Enterprise: $24.00 person/month
- Enterprise: Contact gross sales
ProjectManager Critiques
2. Mission Management
Mission Control is a challenge administration device for Salesforce that helps with challenge monitoring and collaboration. It has Gantt charts, kanban boards, time monitoring and useful resource allocation. It integrates nicely with Salesforce as it’s not a standalone software program, however an app constructed for that individual function. Customers do admire that the app is extremely customizable.
The difficulty with this challenge administration software program for Salesforce is that it may be advanced, notably for brand new customers or groups that aren’t conversant in Salesforce. Whereas it may be custom-made, the extent of customization may be overwhelming for customers who want particular project management workflows. There have additionally been points with its integration with Salesforce, in that it’s cumbersome and never seamless. Efficiency points have additionally been famous.
Verdict: Finest Salesforce Undertaking Administration Software program for Customization
Mission Management Execs & Key Options
- Project tracking and reporting instruments
- Gantt charts and kanban boards
- Customizable and integrates with Salesforce
Mission Management Cons & Limitations
- Steep studying curve
- Overwhelming for brand new customers and easy initiatives
- Increased value for in depth options
Mission Management Pricing
- $39 per person/month, five-seat minimal
Mission Management Critiques
3. Encourage Planner
Inspire Planner is one other Salesforce challenge administration device and one which customers discover intuitive and simple to make use of. It streamlines challenge planning and job administration. This easy device has drag-and-drop performance and lets customers create and handle challenge timelines, assign duties and collaborate. This is a perfect device for companies looking for an easy resolution for managing initiatives.
It is a barebones device for easy challenge administration. For one, there are restricted customization capabilities and superior challenge administration options. This makes it a poor alternative for bigger or extra advanced initiatives. For instance, options akin to critical path analysis are both lacking or underdeveloped. The device can not deal with multi-project monitoring, useful resource optimization and superior reporting.
Verdict: Finest Salesforce Undertaking Administration Software program for Small Initiatives
Encourage Planner Execs & Key Options
- Intuitive, easy-to-navigate interface
- Seamless collaboration and task-sharing
- Environment friendly drag-and-drop task management
Encourage Planner Cons & Limitations
- Restricted superior challenge options
- Fewer customization choices than others on this record
- May not be highly effective sufficient for bigger, advanced initiatives
Encourage Planner Pricing
- Normal: $40 person/month, paid yearly
Encourage Planner Critiques
4. Undertaking Administration Software (PMT)
Project Management Tool (PMT) is a challenge administration resolution discovered within the AppExchange. It’s a Salesforce challenge administration device that’s designed to assist primary challenge planning and task-tracking wants. It is a easy device with a user-friendly interface. It will probably assign duties, observe progress and generate experiences. It’s a useful gizmo for small-to-mid-sized groups.
With such a generic identify, one expects a generic device, which is what one will get. Its easy interface is ideal for a easy challenge administration device. It has primary options and lacks the extra superior instruments challenge managers and their groups require for managing initiatives. There’s additionally restricted customization. All this makes it a device that isn’t going to assist those that need to handle bigger initiatives, particularly since there are not any Gantt charts or kanban boards.
Verdict: Finest Salesforce Undertaking Administration Software program for Free
Undertaking Administration Software (PMT) Execs & Key Options
- Easy interface, straightforward to arrange
- Price-effective for small-to-medium initiatives
- Fundamental but practical job administration
Undertaking Administration Software (PMT) Cons & Limitations
- Restricted superior options and customizability
- Not appropriate for large-scale initiatives
- Lacks visible instruments, akin to Gantt charts and kanban boards
Undertaking Administration Software (PMT) Pricing
Undertaking Administration Software (PMT) Evaluate
- Salesforce AppExchange: 3.7/5
5. Cloud Coach Fundamentals
Cloud Coach Fundamentals is a Salesforce-native challenge administration device tailor-made to small and mid-sized groups. It has challenge monitoring and job administration capabilities. There are challenge templates, job lists and funds monitoring, that are designed to streamline salesforce challenge administration and hold groups on high of their deadlines and deliverables.
This Salesforce challenge administration device is primary and never fitted to managing initiatives which can be bigger or extra advanced. It lacks useful resource administration, funds monitoring and superior reporting tools. Even those that wish to use it for small groups have complained that there are issues establishing the software program. Even when arrange, the person interface is just not intuitive or user-friendly, which is one other ding towards this device.
Verdict: Finest Salesforce Undertaking Administration Software program for Small Groups
Cloud Coach Fundamentals Execs & Key Options
- Free model is accessible for small groups
- Efficient challenge monitoring with templates
- Integrates seamlessly with Salesforce
Cloud Coach Fundamentals Cons & Limitations
- Restricted scalability for bigger initiatives
- Lacks superior options and reporting instruments
- Studies of setup challenges
Cloud Coach Fundamentals Pricing
Cloud Coach Fundamentals Critiques
6. Klient PSA
Klient PSA is knowledgeable companies automation (PSA) and challenge administration device that integrates with Salesforce. It focuses on serving to service-based organizations handle initiatives, sources and billing. It’s designed to assist companies observe billable hours, useful resource utilization and challenge profitability by combining challenge administration with monetary monitoring capacities.
This Salesforce challenge administration device is proscribed in managing initiatives because it hasn’t developed superior job dependencies, resource leveling and important path evaluation instruments. Even with out these superior options, the device is tough to study, so count on to place in time for coaching. No matter superior options it does have will likely be for an added value, which might get costly.
Verdict: Finest Salesforce Undertaking Administration Software program for Service-Based mostly Organizations
Klient PSA Execs & Key Options
- Robust deal with time monitoring and billing
- Good for service-based organizations
- Complete monetary administration
Klient PSA Cons & Limitations
- Excessive studying curve for brand new customers
- Superior options include added prices
- Overly advanced for primary challenge monitoring
Klient PSA Pricing
- Starter: $15 person/month, billed yearly
- Skilled: $29 person/month, billed yearly
- Enterprise: $39 person/month, billed yearly
- Final: contact gross sales
Klient PSA Critiques
7. TaskRay
TaskRay is a Salesforce challenge administration device distinguished by its visible challenge monitoring capabilities. This contains kanban boards and Gantt charts. The device permits groups to plan, execute and monitor duties, which makes it in style for challenge and process-based workflows. It’s additionally a collaborative platform with buyer success monitoring, which makes it helpful for cross-functional groups.
There are, nonetheless, restricted superior challenge administration instruments. The software program is just not as sturdy in areas akin to useful resource administration, vital path evaluation and challenge monetary monitoring. The premium options which can be provided will improve the price of the device, which might make it prohibitively costly. Whereas there may be some customization, the extra advanced the challenge, the much less choices for personalization there are.
Verdict: Finest Salesforce Undertaking Administration Software program for Course of Administration
TaskRay Execs & Key Options
- Extremely visible and user-friendly interface
- Efficient for job and course of administration
- Versatile challenge views and templates
TaskRay Cons & Limitations
- Premium options may improve prices
- Not excellent for in depth useful resource monitoring
- Customization choices could also be restricted for advanced initiatives
TaskRay Pricing
- Normal: $40 person/month
- Premium: $60 person/month
TaskRay Critiques
8. Peeklogic Connector for Salesforce and Jira
Peeklogic Connector for Salesforce and Jira is an integration device that permits information synchronization between Salesforce and Jira. It helps collaboration between gross sales and improvement groups, designed to span each CRM and software program improvement wants by linking Salesforce data with Jira points. This permits for real-time information sharing and updates.
This isn’t a standalone Salesforce challenge administration device. Its focus means there are restricted challenge administration options, akin to missing superior capabilities like job dependencies, useful resource allocation, vital path evaluation and funds monitoring straight inside Salesforce. To make use of the performance it has requires an professional in Jira, which not each workforce may need.
Verdict: Finest Salesforce Undertaking Administration Software program for Jira
Peeklogic Connector Execs & Key Options
- Permits seamless Salesforce-Jira integration
- Enhances collaboration between groups
- Helps real-time information synchronization
Peeklogic Connector Cons & Limitations
- Restricted to integration capabilities solely
- Not a standalone challenge administration device
- Requires Jira experience for non-compulsory use
Peeklogic Connector Pricing
- $3,000 for the primary 10 customers yearly
Peeklogic Connector Critiques
Associated Undertaking Administration Software program Content material
Nonetheless in search of the suitable challenge administration software program resolution? Under are some latest posts on challenge administration, work administration, job and useful resource administration software program merchandise.
ProjectManager is on-line challenge and portfolio administration software program that connects groups whether or not they’re within the workplace or out within the discipline. They’ll share recordsdata, remark on the job degree and keep up to date with e mail and in-app notifications. Be a part of groups at Avis, Nestle and Siemens who use our software program to ship profitable initiatives. Get started with ProjectManager today for free.
