![]() Milestones PM+ premium version is more robust, includes all of the Free Edition features, 5/5 of the essential Project Management features and more, including: Risk and issue tracking capabilities for project contingency plans.Chatter for team and cross-functional collaboration.Milestones to group related Tasks together.Gantt Charts to group related projects together (with limitations).Customizable project templates (with limitations).Milestones PM+ Free Edition has limited versions of 3/5 of the essential Project Management features and more, including: The free version is a great option for those who are new to Salesforce or uncertain that a project management tool will truly help their team be more productive, while the paid version offers a vast amount of features for a team that wants a more complex solution. Milestones PM+ is a Salesforce-native project management tool that offers both a paid version and free version of their tool. If you are currently using Microsoft Project, Smartsheet, Excel, or a similar tool but want to utilize your Salesforce CRM, Inspire Planner can be an ideal transition. Inspire Planner is ideal for a team that wants a straightforward project management solution with no extra unneeded frills to work quicker and better in Salesforce. Overall, Inspire Planner is an affordable Salesforce project management app that focuses on the essential features that you need for project management as well as on great customer support. Easy project file sharing and complete Chatter integration.Project Task assignment to Users or even Contacts synced with Salesforce Tasks so your team is always aware of what they need to do.Project Templates with the ability to link Projects to any Salesforce object, like Contacts and Opportunities.Time Tracking to compare Planned Project Effort vs Actual Effort for accurate project forecasting.Gantt chart that seamlessly supports complex task dependencies with multiple predecessors.Resource allocation views to see available and overallocated resources.Inspire Planner has 5/5 of the essential Project Management features and more, including: In addition to that, Inspire Planner is also a great choice for the teams who need to involve external partners in the projects such as your customers or suppliers. That is why the Inspire Planner team invests a lot of time and effort into the simplicity and user experience of their app. It was created by a group of experienced application designers and project management professionals who were aggravated by the lack of project management tools in Salesforce that were not expensive or had too many extra features. Inspire Planner is a powerful yet very easy-to-use Salesforce native project management app. So, Which Salesforce Project Management Apps Are Best For Your Team? Inspire Planner To help, we’ve consolidated a list of what we consider to be the top 5 favorite Salesforce project management apps that include some, if not all of the 5 features listed above. As a refresher, the 5 features are: Resource Allocation, Gantt Chart, Time Tracking, Projects Templates, and Team Collaboration Capabilities.Īll companies are different, which is why we are lucky that there are so many different project management tools on the Salesforce AppExchange. In our previous article, 5 Essential Features Your Salesforce Project Management App Must Have, we identified 5 very important project management features that you should make sure your new project management app has. ![]() However, exploring the AppExchange brings you to your next problem There are so many different project management apps, how are you going to select the best one for your team? Do you want to spend a little more and get an app with numerous functions, or would you rather pay for an app with just the essential project management features that you truly need? You may be able to get by with some custom configurations or code to help you manage projects and people, but if you truly want to have great project management, you should consider getting one of the Salesforce project management apps from AppExchange. Salesforce has tons of different functions and capabilities, but it does lack one major feature: Project management functionality. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |