![App of the Week – Asana for Salesforce]()
by Mike Walsh | Jan 23, 2020 | Blog, Salesforce-Apps-AppExchange
Familiar with Asana, the project management and collaboration platform? If you aren’t it is one of the more popular sales enablement and collaboration tools on the market, helping create tasks and streamline messaging between sales, marketing and delivery. Released only a few months ago, this app allows you to use the Asana collaboration tools directly in Salesforce!
Asana for Salesforce allows you to drive seamless collaboration between sales and other teams so you can deliver amazing customer experiences
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Nov 21, 2018 | Blog, Salesforce-Apps-AppExchange
As any good project manager will tell you, the job of onboarding and managing customers is a complex and challenging process. Sure, there are plenty of productivity apps out there, but how many are really aligned with the needs of project managers? The TaskRay Project Management app for Salesforce is an established solution that could help just about any business. Templates, automation and scalability are just some of the functions that make up this extremely well-rated app on the AppExchange.
By using TaskRay’s project templating & automation functions: High Tech, SaaS, Financial Services, Manufacturing & Franchising businesses can build scaling systems whether they have 100 customers or 10,000 customers.
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Jan 22, 2016 | Uncategorized
If you’re a Salesforce administrator or developer, you probably have a pretty full plate trying to keep up with requirements for your team. There’s a lot to do, and it can be hard to keep track of all the moving pieces. It’s even more complicated if you have larger projects with multiple resources and a budget to keep in mind. You’ve probably thought about investing in one of the powerful project management tools out there, but that can get costly. Well, you’re already investing in Salesforce, so you might as well leverage it for your project management needs with the free Milestones PM+!
Tracks Programs, Projects, Milestones, Tasks, and Project Calendar. Also Tracks Time & Expenses & other logged items. Key Benefits [include]: Free & Customizable Salesforce Project Management, Solution, Create Projects From Templates, Easily Upgraded, Extensible Via Our Add-Ons, Fantastic Support.
Milestones PM+ is a fantastic, free tool, and I recommend you check it out! And if you need something more customizable, consider checking out the Unmanaged Milestones PM by Salesforce Labs as well!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
