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?”
What good is a project management tool if you spend more time looking for your projects and tasks and chasing status updates than you did before you started? Keeping your projects organized in ways that work for you helps put your project management system to work for you – not the other way around.
Organization Tool 1: List Views
We’re all familiar with the power of list views in Salesforce. They’re commonly used for finding the records that are most important to you – whether that’s leads, cases, or opportunities. List views are no different in Cloud Coach Milestones – except that we’ve taken them a step farther. Rather than just seeing a traditional table view, Cloud Coach Milestones gives you a visual timeline display of all of your projects that meet the list view criteria, so you can see your progress all at once.
Just like with a traditional list view, you can also dig into the details of a project or record.
You can also create and edit list views that meet your own needs. In this example, we’re just looking at all active Milestones projects, but you could easily create list views to see all of your project templates or projects that haven’t been updated in a while.
Organization Tool 2: Field Customization
Of course, the default fields that come with Cloud Coach Milestones may not be enough for your organization. Since all Cloud Coach project management solutions are built on the Salesforce AppCloud, you can add additional fields to customize your projects (and keep you organized). Here are a few things that we’ve had customers add:
- Requesting Department: If you’re an internal services team (or Salesforce Admin), you may want to keep track of which department requested a project. Using list views, you can just see projects that came from a certain department.
- Budget: If you’ve got a certain amount of money to work with to accomplish the project’s goals, adding a field to track that data may be important. You could then create views to see all projects that fall within a certain budget range. [Please note: Cloud Coach Enterprise and Ultimate Editions include integrated budget and expense tools.]
- Key Deliverable Dates: Perhaps you have certain deadlines that you want to hit throughout the project lifecycle that you want to keep front and center – not just tied to certain tasks. By adding fields for these dates, you can keep track of which projects have upcoming major milestones coming up in the next few days or weeks.
- Project Type Labels: Even within one department, you may have different types of tasks. For example, in a marketing department, you may have email campaigns, events, landing pages, webinars, and web ads. By adding a field to track which type of project you’re working on, it’s easy to leverage list views and reporting to see how many of which project type you’re working on.
Organization Tool 3: Attachments
For many projects, you may need additional details that aren’t part of the project plan – from mockups for website designs to customer stories for new product development. With Cloud Coach Milestones, you can attach documents directly to your projects (or tasks) so your team has all of the up-to-date information they need to get their jobs done.
Organization Tool 4: Chatter
When you’ve made the commitment to organizing your projects in Salesforce, the last thing you want to do is lose project details and updates in email. When we developed Cloud Coach, we wanted to make sure that your team had collaboration tools at their fingertips that made keeping everyone in the loop organized. We’ve leveraged Chatter on projects and tasks so that your team can have their conversations all in one place.
Organization Tool 5: Integration Options
Another powerful way to keep your projects organized is to link them to your existing business processes. Whether you’re running onboarding projects for new clients that should be linked to accounts or opportunities, marketing projects that need to be linked to campaigns, or IT projects that connect to internal cases, Cloud Coach projects are easy to integrate with your existing processes to increase visibility and keep everything interconnected – just like your business is.
As a busy Salesforce admin, your hands are full juggling update and change requests from across your company to help improve the efficiency of the platform – not to mention testing for each new Salesforce release.
Wouldn’t it be nice if you had a way to manage all of your own projects?
With Cloud Coach Milestones, you can easily create projects for some of your most common Salesforce projects. [Read more…]
While visibility is one of the biggest benefits of an integrated project management system, there may be some project information that you want to track that not everyone should see. Whether it’s financial information, like profitability, prioritization (nobody likes to see in black and white that their project is a low priority), or even some projects as a whole (like an M&A evaluation) we understand that there are some components to your project management that need limited visibility.
There are several ways that you can control what people see in your projects in Cloud Coach – all using native Salesforce functionality. [Read more…]
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.
Cloud Coach today announced it has launched a new edition of its popular Cloud Coach Milestones application, exclusively for not-for-profit organizations. Cloud Coach Milestones NFP Edition allows non-profits to manage their projects directly within their Salesforce CRM for no additional cost.
Built on the Salesforce App Cloud, Cloud Coach Milestones NFP Edition is currently available at https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EFnvKUAT
Cloud Coach Milestones NFP Edition Key Features:
With Cloud Coach Milestones NFP Edition, nonprofit users can plan and manage their most important projects within their CRM. Benefits include:
- Launch projects from scratch or using your own templates
- Assign multiple team members to complete project tasks
- Use sub-tasks to add additional details to project work
Plus, Cloud Coach Milestones NFP Edition allows users to manage their projects using either waterfall or agile views at the click of a button. This powerful hybrid functionality allows project managers to use the view that’s best for each project and user.
“The Salesforce 1-1-1 model provides vital support to the not-for-profit organizations that improve communities around the world. By providing Cloud Coach Milestones NFP Edition, we are able to show our support for the beneficial work these organizations provide,” said Peter Lee, CEO of Cloud Coach.
The Cloud Coach Milestones NFP Edition is available at no-cost for organizations that are participating in the Salesforce for Nonprofits program, with no limits on the number of users or the number of projects that they can run. Cloud Coach Milestones NFP Edition leverages existing Salesforce licenses, providing a robust and affordable project management solution.
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Cloud Coach is exhibiting at five Salesforce World Tour events, in cities around the world. This follows the January launch of Cloud Coach Milestones, a best-of-breed free project management application, available now on the Salesforce AppExchange.
Cloud Coach will be in Sydney (March 21), New York City (May 2), London (May 18), Boston (May 31). and Chicago (June 15).
“Salesforce World Tour events provide outstanding opportunities for Salesforce partners and customers to learn from one another and expand their networks,” said Cloud Coach CEO, Peter Lee. “Cloud Coach has been an active member of the Salesforce ecosystem for over ten years and now we’re excited to give back to the the community with our new Milestones application at the World Tour events.”
At each event, Cloud Coach offers demos of the new Cloud Coach Milestones solution, as well as highlighting functionality from additional Cloud Coach project management solutions, including professional service automation and project portfolio management tools. Booth visitors will learn how they can integrate project management with their existing business processes to streamline delivery and increase visibility across the organization.
Registration for the Salesforce World Tour events is free and available at http://www.salesforce.com/events/.
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.
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.)
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…]