Finding a Solution for Project Management on the Salesforce Platform

Brandi Johnson

Sep 11 2015 3 min read

Effective project management is one of the most important – if least talked about – growth areas for your business. Choosing the right project management solution is an important decision. The right project management tool can do more than just keep your team organized. It can help you measure the ROI of your projects, plan for growth, allocate resources, and more.

There are dozens of applications available in the Salesforce AppExchange for project management.

For us, there are three major considerations when narrowing down your selections:

  • Do you need a native solution? If you have already integrated Salesforce in your organization, it makes sense to look at native solutions that can help extend the ROI on your investment. An OEM partner also provides access, so your users do not have to have Salesforce access in order to use the software. There are also a number of non-native applications that have developed Salesforce integrations.
  • What type of project management do you use? From agile to PPM, consider your preferred style of project management and the complexity of your needs. The most popular styles include agile, waterfall, professional services automation, and portfolio project management.
  • What is your budget for the solution? Apps for project management on the Salesforce platform can range from free solutions to over $50 per user per month. Paid solutions typically have larger feature sets and additional support over free apps.

We took our combined years of expertise in developing project management solutions to created an infographic to help you find the solution that is right for you:

Using Salesforce for Project Management

For the purposes of the infographic, we focused on solutions that are native to the Salesforce platform. These solutions leverage the security of the Salesforce platform, advanced reporting, and extend the investment you’ve made.

Want to learn more about Cloud Coach Project Management? Visit us on the AppExchange or Request a Demo today!


Brandi Johnson

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