#SALESFORCE PROJECT MANAGEMENT TEMPLATE FULL#
#SALESFORCE PROJECT MANAGEMENT TEMPLATE PROFESSIONAL#

To get more information about Clarizen integration with Salesforce, contact your account representative or email you begin the integration process, contact your Success Manager and follow the instructions below. Cross-system collaboration allows for improved sales operation with the added value of scoping out new opportunities.KPI measurement for success: Increase sales.

#SALESFORCE PROJECT MANAGEMENT TEMPLATE PROFESSIONAL#

Professional services and customer success teams can instantly alert account executives to new opportunities based on past experiences.Account executives and execution teams can seamlessly collaborate and react to changes in real-time.Account executives gain visibility into project execution/onboarding progress and can react, thereby increasing customer satisfactionįull collaboration between the different teams.KPI measurement for success: Customer satisfaction.

#SALESFORCE PROJECT MANAGEMENT TEMPLATE FULL#

Full visibility into customer revenue recognition stream via milestones/work packages process and progress.

Account executives can take action on customer updates and accounting.

Real-time updates on project progress directly in Salesforce.

Keep track of the project execution with:

Resource utilization - Ensuring that the right people are staffed on the right projects bringing more projects to successful completion.

Allows professional services and customer success teams to view their upcoming pipeline, prioritize and make decisions that better impact the business bottom line.

Better forecasting capabilities with automatic creation of projects from opportunities.

The following are just some of the key benefits relating to sales automation when integrating Salesforce with Clarizen: Salesforce integration provides several key benefits:

A Developer Account or a Sandbox account can be used to test the integration.

You will need a Salesforce Enterprise Edition (EE) account.

Admin privileges are required for both Salesforce and Clarizen.

Note: Social posts and comments are synced between Clarizen and Chatter every 60 minutes.

Full synchronization between Salesforce Chatter and Clarizen discussions, allowing easy and open communication between team members regardless of where they are located.

Convenient creation and integration of new opportunities by Professional Services teams directly from Clarizen into Salesforce.

Improved visibility of incoming projects, backlog and expected resourcing for Project and Delivery Teams.

Real-time progress monitoring of customer and prospects related projects and cases, ensures communication of accurate and timely information flow.

Superior Account Management - customer-facing executives can convert opportunities into projects more effectively by scoping and budgeting projects more accurately.The integration includes a best practices package, which includes out-of-the-box mappings and triggers, allowing teams to get started with no additional setup.Īdministrators can then configure their own mappings as needed for the customer's specific business needs. You can connect multiple Clarizen instances to a single Salesforce instance. The integration allows syncing objects between Salesforce and Clarizen. Additionally, Professional Service teams are able to view all relevant Salesforce information, custom or standard, directly in Clarizen. To learn more about iHub, click here.Ĭlarizen's Salesforce integration enables sales and technical support teams to enhance their work process and account management capabilities by initiating and following Clarizen Projects, Cases, Users, and Discussions as well as other Clarizen objects within Salesforce. This integration uses Clarizen's iHub application. Note: This feature incurs additional fees. What are Triggers (events) and mappings.

Salesforce project management template