Project Insight will soon be releasing a PI app for the Saleforce AppExchange. Now your project team can stay up to date with your sales team's progress while staying in the software solutions they know best.
Features of the Salesforce App currently in the works:
- Launch a project from an Account in Salesforce
- Pull over SFDC Accounts and SFDC Contacts
- The SFDC user can add resources to the PI project from within Salesforce
- Comments will transfer between the SFDC project and the Project Status page in Project Insight
- See user generated and system generated Project Insight Project Status comments in Salesforce
Please be aware that this app is still not available in the SFDC AppExchange. It is coming soon barring approval from Salesforce.
If you would like to learn more, please contact your Customer Success Manager or your Product Consultant for more information.
Additional Reading:
CRM Integration (Past customizations and integrations our team has built through Professional Services)