In this week’s two-minute video, the Cloud Coach team explores the Project related list and answers the question, “Where can I see all the project details for a client?”
Chances are, you’re not working on projects alone. Whether you need a variety of skills to accomplish your project objectives, or multiple hands on deck because of a tight timeline, there are many ways you need to bring your team together to collaborate and succeed. With a project management solution, like Cloud Coach Milestones, you can:
- Assign project task to team members
- Discuss project updates
- See all your work across multiple projects
- Use different views to organize and prioritize work
Let’s start by taking a look at how to assign tasks to team members. [Read more…]
This week the Cloud Coach team dives into Business Units and shows how you can link projects with departments and run reports showing KPIs.
There are hundreds of ways to run projects – from simple spreadsheets and whiteboards to complex project portfolio solutions. No matter which type of solution you choose, one of the key things to consider is how you can customize the solution to work for your unique business. Some common customization requests include:
- The name of the person or department that requested the project
- The budget for the project
- Task descriptions (beyond subtasks)
- Task types (like design or testing for software development)
Of course, the possibilities are endless!
Next, let’s take a look at how we can do one of these customizations using Cloud Coach Milestones.
When you’re managing a project and trying to meet a deadline, the status of each task is important – especially when those tasks are on your critical path. If you’re leveraging Cloud Coach to manage projects in your Salesforce org, you can easily monitor task health directly from your project views. We use a simple “red light / green light” indicator
A green icon indicates that your task is on track, while a red circle shows that your task has gotten off track. It can either be red because it’s starting late, or ending late. Tasks that start and end late can affect your project timeline and overall performance!
Cases are commonly used in Salesforce to manage a variety of customer interactions after an opportunity has closed. Each case that your team handles is an opportunity to build a relationship with your customers (and even potentially grow revenue).
There are times that case takes more than sharing information from an existing knowledge base. It may take a team working together to solve a problem.
For those instances, it’s better to run your case as a project. With solutions like Cloud Coach Milestones, it’s easy to integrate projects with your case management to give you the detailed action plans you need, along with improved visibility into how you’re handling your customer’s needs.
One of the powerful things about Salesforce is the visibility it gives you into your prospect to customer pipeline. When your marketing team leverages campaigns to plan their efforts, you’ll start to see how the marketing activities help move prospects through your funnel.
Ask any marketer and you’ll find out that a lot of work goes on behind the scenes of any campaign. Whether it’s something as seemingly simple as an email newsletter to your existing prospect base, or as complicated as coordinating a multi-day tradeshow, there are a lot of moving parts to coordinate.
That’s where an integrated project management solution can help. Let’s take a look at how using project templates can help streamline execution of your standard marketing campaigns. [Read more…]
When an issue occurs on a project, there’s no easier way of reporting on it than using Cloud Coach Tickets. Join the team this week as they discuss how you can flag issues against your project using Ticket Quick Entry in just two minutes.
We’ve been talking a lot lately about how leadership affects your project success. More than any project management training or software, your leadership style has a direct impact on your team and your project success. Whether you’re a career project manager or it’s just a part of your day, understanding how leveraging the right leadership style can affect your project outcomes.
Being a competent leader goes beyond getting a job done – it includes personality and leadership. We’d almost all rather work with someone who we respect and relate to than someone that we don’t, especially when the project outcome is the same. Knowledge doesn’t always increase competence.
Here are the five most common leadership styles, and good times to use each: [Read more…]
Tracking risks is a critical part of successful project management. So, today the Cloud Coach team walks through how to use Tickets and Quick Entry from the Gantt to capture risks against your projects.