Understanding Salesforce Project Management Apps

Salesforce Project Management

Spend some time doing searching the web and you’ll find many definitions for Project Management, incorporating words like resources, methods, scope and processes. But at its core, Project Management is about creating a plan to accomplish a specific goal. The goal can be the creation of a new product or service, forming a new department, or migration to a new tool. It can be a fairly simple plan, with few variables, or a complex plan with many moving parts and a trackable process.

Regardless of goal or complexity, the key to a project’s success is managing your tasks, resources and timelines in the most efficient way possible. That is where a comprehensive Project Management tool can be a key to success. But in the course of running a business, you’ll have to manage multiple projects that may involve following the same processes for specific tasks. This is where Process Management comes into play.

Project Management involves a finite goal – something with a beginning and an end – for instance launching a new product. But when launching a new project, you’ll have certain repetitive tasks, or “processes,” involved in each project; like research and development, product testing and creating marketing campaigns. These processes are an ongoing part of managing your business, which should be constantly refined and analyzed for improvement. As you streamline your processes, your projects become easier to manage and have a better chance of success.

Because Project Management is such an integral part of managing a business, it’s important to integrate those processes into your existing tools. That’s where Salesforce Project Management Apps come into play. There are many project management apps within the Salesforce AppExchange (https://appexchange.salesforce.com/) to suit your business needs.


Work-Relay (https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4QuVEAV)

Work-Relay provides process, project and resource management, all in a single tool – and all within the Salesforce platform. It is as suited to long-term projects with multiple phases as it is to short, quick-return projects. It is a 100% native Salesforce project management application, which keeps track of tasks, deadlines and resources, in a process-driven and collaborative environment. Work-Relay features step-based processes, drag-and-drop functionality, timeline notifications, data capture, web forms, automated and triggered events and full interaction with Salesforce data.

Wrike (https://www.wrike.com/salesforce-project-management/)

Unlike Work-Relay, Wrike is a hybrid Salesforce app – not 100% native. However, it includes a set of highly collaborative project management tools, to help small to medium business improve their productivity. It focuses heavily on managing tasks, or processes, and creating a share spaced where your team can suggest improvement, vote on changes and implement more efficient processes. And Wrike for Salesforce unites a powerhouse project management suite with a top-notch CRM.  Wrike’s key features include a real-time workspace to aid collaboration of teams, mobile apps for Android and iPhone, resource management tools, desktop notifications, email integration, and file management.

Clarizen (https://www.clarizen.com/apps/clarizen-salesforce-edition/)

Clarizen brings social collaboration together with project and financial management tools. The efforts of sales and service departments can be coordinated to achieve project goals and improve processes. Clarizen also provides the ability to track timesheets and expense reports to give a better overview of revenue and billing within each project. Clarizen’s Salesforce Edition includes integration with Chatter and Gainsight. It provides real-time collaboration and communication and provides better visibility to customer engagement and satisfaction. It also allows individual project members to view and create projects and milestones directly within Salesforce.

Clarizen features project and case tracking, syncing conversations between multiple desktop and mobile devices, financial integration, and customized and dashboard reporting.

Workfront (https://www.workfront.com/resources/app/salesforce-to-workfront-integration/)

Workfront is a focused project management solution bringing together team processes and communication, and encouraging creative collaboration. It specializes in the needs of enterprise-level companies. Workfront offers different roles within the organization, so users can have the permission levels and visibility they need to contribute to a project. It provides customizable reporting, in dashboard, chart and simple report formatting. Workfront has project calendars to manage due dates which can be examined by team member, to determine how heavy their workload is. It supports timesheet management and file management, with version control and check out/in functions.

Particular features of Workfront include request queues, Android and iOS apps, multi-function dashboards, project scoring and prioritization, and a templated way to create new projects from scratch or based on a team-members submitted request.