The one page guide: IT Project Management on Salesforce

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Do you know what you should consider when looking at IT project management solutions? This interactive one-page guide explores why Salesforce could be a great fit for your organization. 

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See Salesforce IT project management in action

Plan

Make sure every stakeholder is on the same page by capturing goals and requirements before you start! By onboarding with Salesforce, you can ensure every project has clear goals recorded, alongside the associated value for your customer.

Collaborate

The clue is in the acronym! Salesforce is a CRM – a customer relationship management system. Salesforce enables users to reach customers quickly and easily – allowing you to share live project overviews, keeping your customer informed every step of the way.

Deliver

Deliver your customer onboarding projects using efficient, repeatable processes – driving significant value for you and your customers.

“Cloud Coach is the backbone of our day-to-day operations. As a project manager, this tool is invaluable for me. I easily can see the high level project metrics (burn rate, completion percentage) or dive into the details of a project task.”

Reilly Ellis

APPEXCHANGE REVIEW

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Schedule a tailored demo with one of our project specialists.

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  • We’ll schedule a 1:1 demo with one of our product specialists  
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Schedule a tailored demo with one of our project specialists.

  • Fill out the form below
  • Our team will reach out within 24 hours to discuss your unique requirements
  • We’ll schedule a 1:1 demo with one of our product specialists  
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