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.)
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.