3 Best Project Management Software That Integrates with Salesforce

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When it comes to managing your business or your project, it is extremely important to have project management software that integrates and works well with the customer relationship management service you are using.

If you are using Salesforce as the main customer management service, then there are many project management software that integrates well with it and helps it grow. 

Before we talk about all the project management software that can help your business integrate with Salesforce, it is necessary to understand what this software does. 

What is Salesforce, and how does it help your business?

Salesforce is a customer relationship management service that provides a unique uptake on the relationship between the customer and the business it represents.

Salesforce is a cloud-based software that uses this to help organize businesses in their customer and market interactions.

The tool is effective in many ways because it manages to streamline a lot of different ways in which the business can grow and increase in profit and revenue. 

It helps make your business more customer-friendly and manages to get the customer in touch with the business on a more personal level.

The better the relationship, the better growth the business has.

Below are just some of the best project management software that integrates easily with Salesforce and helps increase your business’s profit and popularity. 

Why use Project Management Software That Integrates with Salesforce?

Project management software that integrates with Salesforce provides several benefits for businesses.

It enables organizations to develop and allocate tasks more efficiently.

For example, project managers can quickly allocate tasks to team members depending on their abilities, availability, and workload.

They can also appoint deadlines, monitor development, and keep tabs on completion.

Project managers can guarantee that projects are finished on time and within budget by optimizing task management.

Project management software that interfaces with Salesforce helps to enhance collaboration among sales and project management teams, better manage customer connections, automate task management, provide detailed reports, and boost overall efficiency.

Businesses can assure timely project completion, increase customer satisfaction, and make data-driven choices by utilizing this software.

Tip: monday.com offers seamless integration with Salesforce, allowing users to automatically synchronize customer data, opportunities, and other relevant information.

What makes good Project Management Software That Integrates with Salesforce?

A good project management software that integrates with Salesforce should be adaptable, versatile, and user-friendly, with comprehensive reporting capabilities, strong security features, and seamless integration with Salesforce.

To suit the particular requirements of the business, the software should be able to modify workflows, design custom fields, and set up dashboards.

The user interface should be simple and easy to use, with features like drag-and-drop functionality, customized dashboards, and simple reporting.

The software should have extensive reporting features to track KPIs, monitor project progress, and provide real-time results. 

It should also have strong security capabilities to secure sensitive data, as well as seamless interaction with Salesforce to prevent manual data entry and lower the possibility of mistakes.

Tip: ClickUp offers seamless integration with Salesforce, allowing users to sync customer and project data automatically.

How to choose the right Project Management Software That Integrates with Salesforce

Choosing the right project management software that integrates with Salesforce is essential for organizations looking to increase project management efficiency and simplify operations.

With so many alternatives available, it can be challenging to select the correct software that matches the unique demands of your firm.

Identifying your project management needs is the first step in selecting the most suitable project management software.

Understanding the projects your company performs, the size of the team, and the unique features needed to manage the projects effectively are necessary for this.

After determining your needs, you can start looking at the options available.

When choosing project management software that integrates with Salesforce, cost is certainly an essential factor to consider.

You should assess the pricing structure to make sure it is within your budget and take into account the quality of support provided.

It is also advisable to try out the program before purchasing it, since this allows you to evaluate the functionality and simplicity of use of the software.

Several project management software solutions provide free trials or demos to assist potential clients in making an informed selection.

Tip: ClickUp provides a comprehensive set of project management tools, including task management, project timelines, resource management, and budget tracking.

Best Project Management Software That Integrates with Salesforce

1. Smartsheet

Smartsheet is one of the first project management software that pops up in mind when talking about those that can integrate well with Salesforce.

Smartsheet is software that manages to organize the way you handle your customer interaction.

Tables, charts, and task lists are but a few of the many features offered to the business.

Smartsheet also manages to stay on top of its competitive costs and pricing benefits.

Pricing Plan

Two different pricing plans are in effect with Smartsheet.

The first is called the Basic Plan, where you pay $7/month annually, and this is specifically for people working on a project, focusing on collaborators and using it to track information. 

The second is called the Team plan, which costs $25/month annually and is usually used for teams of 5 to 30 people.

It includes different projects, reporting, and team management services. 

The final is the Enterprise level which is completely based on the number of services you require. 

Special Features

Here are a few of the main features that make this project management software one of the best.

• You can easily import information from Word or Excel straight to your cloud. 
• Multiple task levels are provided to you with additional features.
• You can easily share and transfer information from one salesforce account to another and even transfer to those that don’t have a Salesforce account.

Pros

Here are some of the main reasons why using Smartsheet may be beneficial for your company and business.

1. You can easily customize it according to your needs and requirements.
2. You can turn this software into a powerful tool to up your game regarding customer interactions and services.
3. The software is supported by automated approvals, changes, and proofing of the work. This helps build a better interface to be used easily by almost everyone.

Cons

Where there are benefits, there are some disadvantages, and here are a few of them that have been noticed.

1. There is an issue with your work not getting saved automatically with every keystroke. This causes problems.
2. Smartsheet requires supporting software to work efficiently, and for added features, you need to pay more which is a hassle for a new company. 

Finally, if you are someone that likes to take their time to learn something, customize it, and then use it for your business, then this is the perfect project management tool for you.

All you need to do is learn it initially, and it will end up doing wonders for your business. 

2. WORK[etc]

WORK[etc] is a project management software that manages to help organize and strategize your growing business.

The software’s key feature includes being able to track the customer’s entire life cycle and what affects their buying sprees.

WORK[etc] integrates well in Salesforce as it helps in strategizing its billing, project management, and reporting of the products.

All the customer’s needs and requirements are noted and organized to help the business increase its knowledge of what the customer wants and then produce exactly that.

The entire process includes the initial sale of the product, the customer’s notice, the response to the sale and the product, and how well they received it.

All of this is reported to help build better customer relations. 

Pricing Plan

Initially, the software is given to the company for free for a 14-day free trial.

Once the company decides that it suits its style, it can then look into the pricing plan. 

The first is the Starter Plan which costs $78/month for a maximum of two users.

They can use 2,000 contacts, and the space provided is only 3GB.

The second is the Team Plan which costs $195/month and is for 3 users only.

There are 10,000 contacts that can be used, and the space and storage offered are 15GB.

All of this also includes multiple features such as social media marketing and customer portals and more. 

The last package is called the Foundation Plan, and it costs $395/month, and this is also only for three users only.

Here you have the option of 20,000 contacts plus the storage availability of 50GB and many other features. 

Special Features

This project management software provides a lot of special features for its users.

Since the goal is to help integrate better with salesforce and also to be able to connect more with their customers, here are a few features that manage to make it stand out.

• You can easily sync all your contacts from WORK[etc] to your salesforce account without any hassle.
• It integrates with Gmail easily and without any hindrance. 
• It manages to create a task list of the things that need to be done, including creating sub-tasks. It triggers a response when a task is completed.

Pros

WORK[etc] is a project management software with many benefits that it provides to its users. Here are a few of them.

1. They work specifically to cater to the needs of the company. 
2. They have a good customer support system that is beneficial because if you are building your company’s customer interaction software with them, they need to communicate, and they do. 
3. Generating invoices on WORK[etc] is easy and efficient, and it is a feature that is rarely provided.
4. It is a comprehensive tool that is helpful for any business looking for well-organized software. 

Cons

Just like there are benefits to using this management software, the disadvantages are present too.

Here are some of the main ones.

1. The entire system is extremely pricey, and if you are a new business, this may not be the best option for your company. 

If you are a big company that is well-established and can afford to get WORK[etc], you should go ahead and get it.

It works amazingly with customer-based companies where there is a need to understand the customer’s needs and requirements. 

3. Clarizen

If you are looking for a tool or a project management tool specifically built for integration with Salesforce, then Clarizen is the one for you.

It is a powerful tool that manages to bring social collaboration between the customer and the business to a point where there are direct results.

Through the collaboration, you can view the progress of the integration from your salesforce account too.

It manages to provide a detailed description of what is being done, what is under process, and what has to be done. 

Clarizen has managed to remain in the top 5 project management software that integrates with Salesforce comprehensively and collaboratively.

The interface is intuitive and manages to help the user use the software in a detailed way.

Pricing Plan

When it comes to the pricing of this software, it is plain and simple.

The cost is $45/month, and it manages to provide all the supporting businesses with additional features along with collaboration-oriented programs that benefit the client and the customers. 

Special Features

Clarizen is one of the biggest project management software that can become the biggest software any organization will use with the integration of Salesforce.

It is also specifically made for business that is functioning at a larger scale so that customer interaction becomes the main focus.

Clarizen is considered one of the best in the business. 

• If you are a salesforce user, you can access your work account and data and get all the information. You don’t need to log into your account.
• With just one click, you can access Clarizen and open any project you have been working on.
• Customizing your reports is not that difficult, and you can easily personalize them according to your company’s taste and values.
• The interface is easy to use, and you can quickly understand the basics of it.

Pros

Clarizen is there for large organizations, and thus the benefits are big and targeted to help the masses.

Here are just a few of the many benefits you may receive if you use Clarizen.

1. The platform is comprehensive, and the project management software is detailed enough to be understood. The complexities are what make the program worth your while. 
2. There is a chat app that is available for users. Here they can discuss the different ideas that come up. 
3. The software is easy to navigate, and the interface is easy to use. This feature and benefit make it a prime subject to be used by anyone who works with this software.
4. The setup is quick and easy. It does not take too much time to set it up, which is a huge benefit for big organizations.
5. There are open APIs available.

Cons

One of the disadvantages of having software used in big organizations is that the cons can be huge and significant.

If the cons manage to be huge, then they can have an extreme impact on the results.

Here are some of the negative aspects of using this software.

1. The software is not that fast and not that responsive. It takes time to use it, and it also tends to get stuck from time to time.
2. This software’s price is very high, and it’s something that most businesses may worry about. 

Clarizen is a project management software best suited for big enterprise organizations because the benefits this tool offers outweigh the negatives like the high pricing factor that your business may face.

It is easy to use, and the interface is simple and quick, but the software’s expense is what causes a little problem, especially for new and small businesses.

Other than that, everything this tool has to offer is exceptionally good. 

Final Words

These are just three of the main project management software that is considered the best.

Each offers a different advantage to the user, and all are targeted to help businesses benefit them.

The main aim of all this software is to provide a system that helps the business develop a relationship with its customers.

Social media marketing and product management have managed to trace the customer life cycle and understand what makes a customer pick a certain item and how this behavior is sustainable.

These are the main features of the three best project management software mentioned above.

By integrating with Salesforce, they manage to produce one of the best systems that help each company decide their target customer and then develop their system to reap profits and revenue in the company’s favor.