If your organization uses Salesforce, you can share valuable CRM information with your project team. Following our best of breed approach, you can let your sales and business development team work in Salesforce, while your project team works in Project Insight.
The sales and business development team can create new projects directly from SFDC that will pass directly to the project team for better forecasting and planning.
If the Salesforce team knows who the project manager, resource manager and team members should be, those may be added directly from the SFDC form as well.
Eliminate duplicate data entry and the errors associated with it by passing account or customer information from SFDC over to Project Insight.
Comments added in Salesforce will be posted to the Project Status comments report in Project Insight. Allowing each team to collaborate and communicate from the solution they live in.
If you need more out of your SFDC integration, no problem. Our Professional Services team can add new connections to help match SFDC to your company's current process.
90% of the project teams we talk to use Excel, MS Project desktop, white boards and sticky notes to manage projects. Now, there’s a better way! Centralize your projects to gain insight into your portfolio and resources.