Simplify ProjectManagement with

Salesforce

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Challenges in Project Management

Features of Financial Force Project Management

Key benefits of Project Management with Salesforce

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Contents

rate of completionof projects

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An average Project Management plan demands a great deal of time, resources and workforce. Project Managers are often bombarded with assignments and responsi-bilities to manage the entire team involved in the project. But ...

About 45% of executives are unclear about the business objectives of their proj-ects.(http://bit.ly/1eKpcqk) From lack of skills to unbalanced project plans, organiza-tions are dealing with unforeseen challenges in their project management everyday. The statistics are alarming! (http://bit.ly/1t6UuZE)

Challenges in Project Management

Why Salesforce

200%cost

overrun

70%scheduleoverrun

80%projects that

needed overrun

Time Cost Quality

2.5%

(http://bit.ly/1Luo7iH)

Geographical limitations

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Salesforce offers a wide range of Project Management Apps to undertake project man-agement with ease and to create projects which are -

Cloud computing overcomes many barriers that otherwise Project Managers common-ly face. Let’s see how Project Management with Salesforce has an edge over offline Project Management.

Multiple members, teams or even organiza-tions can be involved in a single project. The project team members could be working from different locations. In such cases it becomes difficult for the project manager to keep track of the project’s progress. Online project management software keeps man-agers connected to each member involved in the project and helps them stay updated on everyone’s activities.

Managing third parties

Many companies today depend on outsourcing work. When teams are working from different time zones, managing projects can be quite challenging. A web-based project management software can ensure smooth flow of communication between both par-ties through an online platform where information can be stored and exchanged. It also ensures transparency in the project. Managers can synchronize tasks and streamline workflow with an online Project Management software.

Time-saving

Cost-effective

High-quality

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Real time updates

Desktop applications for project management usually exchange information and data through emails. This process of communication is pain-fully slow, and let’s face it, outdated! With web-based Project Management software every-thing is available online- data, statistics, analyt-ics, dashboards, tasks-related information, cus-tomer details and more. It relieves you from the tedious wait to get a response from the other party and then acting on it. With Salesforce Proj-ect Management the team members can update data over the online suite in no time and also receive and share real time information on the project’s progress.

Centralized access

With large teams involved at various levels of projects, task allocation and resources management can be time-consuming and at times, confusing. It get worse when proj-ect managers are assigned with multiple projects at the same time. When entire proj-ect data is available on a single platform, it gives centralized access to the Project Manager to track and assign tasks, manage workforce, and balance resources across the projects by automating the resource allocation process.

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Managing Bulk Documents

Projects revolve around numerous project assets- Lists, documents, files, emails, delivera-bles etc. Managers have to keep track of each project asset and make it accessible for those working on the project, including certain data for third parties. Sharing documents across the proj-ect team can be done easily if it’s available online. Project Managers can manage a bulk load of documents on a single platform and share necessary information with those involved in the project with web-based Project Management Apps that can be integrated with Salesforce

Regulated project timeline

A Project is a team effort. Overseeing each member’s work is not only difficult, but impossible in a big project involving several groups or organizations. This is exactly why many companies are suffering from schedule overrun and cost overrun that goes up to 200%. With an online Project Management software Managers can ensure timely completion of tasks with a “Project Schedule” which can be updated online as the project advances. With a well-planned project schedule, workload of individuals can be managed, resources allocated, tasks assigned according to skill set, and proj-ect timeline regulated, which in turn optimizes the workflow and avoids cost and schedule overruns.

Portal Access

Project communities

Customer portals

Automated status reporting

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Features of Financial Force Project Management

Customer-centric

Even the most experienced managers tend to sometimes ignore customers in the proj-ect management process. Managing the project doesn’t end with the production of deliverables. A customer-centric approach to project management ensures you give the customers what they are looking for by interacting with them, addressing their con-cerns and acting on their suggestions. Putting customers at the heart of your project can increase the success rate of your project-

Customizable Configuration

The Project Management software offers customizable features that can be config-ured according to industry-specific needs. It provides the option of adding/creating custom fields and unique project views for different departments or teams.

With FinancialForce, Project Managers can stay connected with customers throughout the project and make their projects more social with options like-

Interact withCustomers

InvolveCustomers

MeetCustomers

DeliverValue

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Increased Visibility

Project Managers can access entire information of all the projects in hand, anytime. Without any overload of data, documents can be searched and filtered easily, saving time and effort. This enables convenient tracking of the project and ensures prompt completion of tasks assigned to individuals.

Gantt Charts

FianancialForce’s Project Management software offers a Gantt view for projects to manage tasks and the project timeline. All teams involved in the project can be assigned tasks through timecard interface. The manager can stay updated about client tasks as well, storing entire project information on a single platform for ease of access and convenient supervision.

http://bit.ly/1NmQVZu

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Collaborative work

Everyone involved in the project can stay updated about the project progress with entire project data on one platform. Teams can get real time updates of changes in the project and leverage the project workflow. Online access eliminates any shortcom-ings to the project due to time or geographical restrictions. Chatter can be integrated with the project management app so that individuals work-ing on a project can connect with each other from anywhere.

Manage project from initiation to completion

Oversee tasks of individuals

Review multiple projects on a single platform

Balance workload and resource allocation

Key benefits of Project Management with Salesforce

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For Project Managers

Store entire data on a single platform

Assign tasks to individuals

Track progress of tasks

For Team Leaders

Update task information quickly

Access project information anytime

Interact with managers and team leaders

For Individual Members

Access project data online

Save time, money and resources

Connect with Project Managers easily

For Third Party Resources

https://www.linkedin.com/pulse/top-50-salesforce-project-management-tools-software-solutions-glynn

https://appexchange.salesforce.com/category/project-management

Cost-effective project management

Ensure prompt completion of project

Avoid cost and schedule overrun

Get quick results

Key benefits of Project Management with Salesforce (contd.)

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For the Company

Project Management Salesforce Ready Apps

Top 50 Salesforce Project Management Tools and Software Solutions

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Top 5 Free project management apps on AppExchange

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Top 5 Paid project management apps on AppExchange

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www.salesforce.com

www.freepik.com

Images Courtesy

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