Project Management with Salesforce

Streamline Project Management with Salesforce

Manage and complete your projects faster, all from within the Salesforce interface.

Businesses are managing a significant number of projects, plans, tasks, and people, and one of the largest struggles is being able to scale efficiently and effectively. So how can businesses successfully scale their project management? Can it be done with Salesforce? When you think about Salesforce, you probably don’t think about project management, but you are probably thinking that you can run your entire business on the Salesforce platform, so how great would it be to incorporate your project management on the very same platform. While there is no native project management tool, the good news is that we can configure your instance for project management. Manage your entire business on one platform. Take your project management strategy from pen and paper to Salesforce, go beyond the methodology and, track time management, resource allocation, and change management and so much more on the Salesforce platform.

Essential Project Management Functions

And so much more

Use your Salesforce instance to easily manage projects, and attach the project directly to the client’s account. Since you’re working on the platform your entire business is running on, you’ll be able to:

  • Track the project evolution from project close to completion.
  • Coordinate schedules and time management.
  • Oversee resource allocation and align your teams with checklists.
  • Manage project budgets, costs of people, and keep track in real-time.
  • Create automated workflows for repetitive tasks.
  • Store and attach documentation directly on the account, so relevant information is available to the appropriate teams.

Collaborate with your team and your entire organization. Since all departments are working on the same platform, it’s easier to loop people in and create automatic notifications when a project requires the attention of another person or department.

Build the perfect workflow for every project. Track your entire project with flexible views that allow you to manage your resources in a list or kanban view. Create dashboards so you can monitor the status and critical items at glance.

Source: Salesforce Customer Success Survey conducted from 2017-2019. Survey respondents were 2,094 from the AMER region, Salesforce customers randomly selected.


Decrease in time to collaborate

  • Decrease in response time to customers, prospects, employees, partners 43% 43%
  • Decrease in time to make decisions 37% 37%
  • Decrease in time to reach resolutions 39% 39%


Leverage Our Solution Architects & Salesforce Certified Specialists.
Our technical platform capabilities and industry expertise—gained from years of working with some of the world’s largest brands—have given us the skills and experience you need to get results. We’ve got hands-on experience building and supporting business processes with Salesforce and know how to create happy customers which drives more revenue for your organization.

Maximize Your Investment Across The Platform
Get more value from your Salesforce investment, faster. We’ll help you maximize ROI and continue to innovate by designing transformational experiences all on one platform.



Get better, faster results.
Make your digital transformation a reality with flexible options, support, and world-class problem-solving. Our Salesforce Certified professionals are here to make your institution successful. We can help you with:


  • Creating project management templates.
  • Streamline handoff from sales to project management teams.
  • Integrating into other tools.
  • Creating dashboards and reports to monitor critical information like resources, budget, and schedule.
  • Visibility, security, and permissions for different users.
  • Building automation for routine processes.
  • Support for agile, waterfall, and “water fagile” project management methodologies.

We’re Here For You Every Step of the Way


We’ll help evaluate whether Salesforce is a good fit for you. We’ll find the right clouds and supporting applications/integrations you need to accomplish your business goals.


We will design an effective system that empowers users while providing leadership with the insights on the overall performance they need to make business decisions.


The solution is built in a transparent manner where you understand what is being built and why design patterns are being used, so you can successfully and fully own the product.


We want you to get the most out of your investment and will provide the stakeholders and product owners with the training and tools to measure and encourage the adoption of Salesforce.


We’ll provide you with metrics to understand what’s working well and what can be improved, so you can plan and be agile and respond to changing market conditions.

Ready to get started?

We’re ready to help. Connect with us to learn how we can help you leverage Salesforce for
Project Management to maximize your business impact.