Example Playbook
This interactive eBook explains the top five reasons why organizations like yours already choose to run their projects, processes and workflows on the Salesforce platform. Read on to find out more.
Brought to you by 
CHAPTER 1
Get More From Salesforce
1. Get More From Salesforce
Your organization is already investing a lot in Salesforce, in both money and time. So why not leverage that existing investment to expedite and improve your project management processes?
Leverage your admin knowledge
When looking at the right solutions for your organization, there are lots of factors to consider; like data security and costs, for example. Something that is often overlooked though, is knowledge.
Your business uses Salesforce already. And you’ve likely invested in your people, ensuring they have sufficient training levels to take on the tasks required by a Salesforce admin. If you decide to use an off-Salesforce platform solution, you’ll need to upskill even more members of your team to administer a third-party project management platform. By using a system native to Salesforce, most of your training is already done!
Cut IT & procurement headaches
Deciding on the right solution for your organization can be transformative. Quicker projects, happier customers, and more fruitful working partnerships. But once you’ve decided on the best system for your business, there’s one final obstacle that you need to navigate through.
Procurement and IT teams will naturally be cautious about adding another tool to your organization’s ecosystem, particularly when that tool is intended to house vast amounts of internal and external customer data and information.
If you decide to use a Salesforce-native app for your projects, such as Cloud Coach, all your data is stored by Salesforce with your CRM data, so you can skip the lengthy security check stage completely: speeding up your time to value from your new solution!
CHAPTER 2
Customer 360
2. Customer 360
What is a customer 360?
With a single, shared view of your customers, your teams can better meet your customer demands.
Salesforce defines Customer 360 as a way to ‘give everyone in your company a single, shared view of your customers’. This means that all of your teams, from marketing and sales, through to commerce, service and IT departments, can all work as one – allowing you to deliver personalized experiences that customers love, and giving you the foundations to build lasting, trusted relationships.
Linking Sales and Service Clouds
Projects form a vital component of your Customer 360. Onboarding projects complete the crucial link between Sales and Service, while ongoing Customer Success initiatives and projects are a great way to keep to build and improve customer relationships on Salesforce. But only if you’re using the correct systems.
When managing customer relationships, the best solutions connect your entire business around the customer, from sales, service, and marketing to IT, and analytics. For the best customer experiences, it’s vital you’re using the same system for both sales, onboarding and service.
We loved the ability to see a complete picture of our entire lifecycle. This tool is highly flexible and allows for visibility into large projects and the fine details of quick turnaround work.
G2 Review
Managing your projects using Salesforce means you can easily log, manage, and analyze all customer activity in one place. The Salesforce platform provides an ecosystem of fully connected mobile and social tools all powered by the cloud, with Customer 360 at the heart. With Sales Cloud and Service Cloud working in tandem on the same platform, your business can keep up with the speed, innovation, and connectivity that produces great customer experiences leading to customer loyalty. By connecting all of your data, you can build 360-degree views of each customer and provide seamless interactions across any channel or department.
By using one of the Salesforce native Project Management or PSA tools from the AppExchange you can seamlessly connect onboarding projects to all your favorite Salesforce records such as accounts, opportunities or cases, so customer data flows freely giving you that true 360 Customer view. Deals can be closed from the Sales Cloud, Customers can be onboarded using a Salesforce-native app like Cloud Coach, and ongoing support can be provided from the Service Cloud. The whole customer journey with you, managed without leaving Salesforce.
Create tailored, relevant customer experiences
Although processes are largely repeatable, no two customers are the same. By giving your team a way to access crucial customer data (on anything from needs, history, interests and even their frustrations), your team can serve experiences tailored that meet the needs of your customers. It sounds so simple, doesn’t it? By managing projects from within the Salesforce platform account managers will always have access to up-to-date information before in advance of any customer or client call under the account record, be it project timelines, change requests, billing information and more.
CHAPTER 3
Better KPI Reporting
3. Better KPI Reporting
Collecting data is one thing, but presenting it to your management team in a manner that lets them make informed decisions to improve the business is another. In a busy work day, accessing that information needs to be easy, sharing it needs to be simple, and it should be presented in an easily digestible, relevant format.
Customization
That’s why your Salesforce project management solution should come with a set of out of the box reports while also allowing further customization, so all the reports and dashboards that your executives need to make decisions to drive your business forward are always at hand.
By running your projects on Salesforce, you can report on all your KPIs in real time, 24 hours a day from any device, and easily share with relevant executives – to same even more time, these emails can be automated to send at a regular cadence of your choosing!
