This week the Cloud Coach team discusses automating your project creation, and answers the question, “How can I quickly turn a sale into a project?”
Nobody wants projects and tasks to fall behind. Get a jump start on tasks by notifying your team when tasks are assigned to them. Since Cloud Coach Milestones is built on Salesforce, it’s easy to automatically send emails to your team when they’ve been an assigned a new task.
Step 1: Create your email template. [Read more…]
Once an opportunity closes, that’s when the real work often begins. With Cloud Coach Milestones, it’s easy to streamline the creation of projects from opportunities. In fact, in this video, we break down how to automatically create a project from an opportunity in under 6 minutes.
Here’s a written breakdown of how we’re going to create this automation using process builder. (For this, we’re going to assume you’ve already created your project template. If you haven’t, check out this video.)
When you’re launching repeatable projects, nothing speeds up your day like using Project Templates in Cloud Coach. In this week’s two-minute video, the team discusses how you can turn a project into a Project Template, and how you can limit editing on that template using Salesforce Permission Sets.
Hello everyone, Nic from Cloud Coach here. Thanks for joining us this week as we look at how you can create a project template in Cloud Coach.
So, creating project templates in Cloud Coach is as simple as starting with a new project that you created from the Project Creation Wizard. So, here we are on a new project, Digital Marketing Strategy, that we’ve set up with our Project Creation Wizard, including Phases and Tasks. We like the look of this project and we’re ready to turn this into a template so we can easily clone this for future projects.
So, to make this into a template I’m going to go to my Project Alerts & Details page, and in the details page down here under System Information is a checkbox called Project Template. All I do is I check that box there, and before I save it I’m going to go ahead and change my project name to make this a little more recognizable as a template. I’m going to add “Template” to the name, save it, and now we have a new name and it’s a project template.
Now, let’s go to our Project’s tab, and one of the things we can do with that Project Template checkbox is that we can create list views to filter by project template. For example, I can create a list view to just see Project Templates, and all I have to do to create that list view is go to the filter criteria, choose that Project Template field, and say I only want to see the Project Templates that are “True.” As soon as I do that I get this Project Template list view that filters all my projects and only shows me my templates. I can easily manage them, and I could do the opposite as well if I want to create a list view that doesn’t show me project templates; I can use that checkbox and say “Show me everything where Project Template is ‘False.’”
So, not only can I see my new project template there in my list view, but now, when I go to create a new project in our Creation Wizard, if I choose “Create from Template,” I now have the option to clone from my Digital Marketing Strategy project template.
Now, if I want I can also choose to lock project template’s down with permission sets. If we look at the permission sets that come with a Cloud Coach package, we can see a permission set for project templates and we can use that to select which users are permitted to designate projects as templates by using that checkbox.
And there you have it. A simple process for creating Project Templates by going into that detail page and checking that “Project Template” checkbox. Thanks everyone for joining us today, and make sure to come back next week for another two minute video. Have a great day.
What happens in your business when after an opportunity is won? At most companies, after the contracts are signed and the high-fives given, a new round of work begins to actually fulfill on what you just sold.
Unfortunately, your sales system probably isn’t designed to help you keep track of the projects that start after the opportunity is closed. That’s where Cloud Coach can help.
Cloud Coach allows you to streamline project creation and increase visibility by creating projects directly from opportunities. There are three ways you can do this:
Option 1: Manual Project Creation
Using Salesforce related lists, you can associate projects with opportunities and accounts. Then select “New Project” and get started building a new project from scratch.
Option 2: Project Creation from a Template
If you’re selling standard work (or even mostly standard projects), you can save time and effort while ensuring your best practices are followed by using project templates. With a project template, you can build out all of the tasks, dependencies, resource assignments and more – to ensure your team is doing their best work every time.
Option 3: Automatic Project Creation
Of course, any time you can automate a process, your team gains efficiency. That’s why we’ve made it easy to automate project creation based on your own business needs. Whether you’re launching projects based on simple criteria (like the value of an opportunity) or need to create a complex system that builds custom projects based on opportunity line items, Cloud Coach gives you solutions to help streamline project creation.
These same options can be used to launch projects from any Salesforce object – whether it’s a case, a campaign, or an account, streamlining your business and improving your processes.
This week the Cloud Coach team dives into Project Automation and discusses…
- Using Process Builder to auto-launch Projects
- Automating Meeting Creation
- Standardizing business workflows
Creating Cloud Coach projects is a breeze using the Project Creation Wizard, but we’re always looking for ways to make data entry faster, so in this week’s two-minute use case we discuss how to automate your project creation using Salesforce Process Builder.