Project Management Software Compatible With Sales Force
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Project Management Software Compatible With Sales Force
Project management software compatible with sales force, is it true?
It is true that project management helps in achieving consistent brand communications and excellence in customer experiences.
If you wish to achieve the consistency throughout the customer journey, then you should use sales force for project management. Project management software compatible with sales force are much in trend these days due to its utility and benefits. By this, you can create customer stories by bringing together customer facing teams.
Project management software compatible with sales force and much more
This software helps in brining cross departmental alignment and individual departments also. Project teams in B2B can also use project management tools to incorporate sale force to track project time and expenses
Below are few features which should be considered during if you are considering project management software which is compatible with sales force.
It is good in listing tasks, sub tasks and milestones.
It has tools for managing and tacking tasks.
It has convenient views of project structures.
It has collaboration features.
It has document sharing capabilities.
It has the ability to report on task statuses.
It has interfaces to optimize mobile devices.
Project management software compatible with sales force can be used for almost all the tasks. This can also be customized from end to end project management. Below points can be considered when you are reading about this topic.
Sales force can be used to create and assign tasks to one or multiple users.
Sales force doesn’t support managing tasks dependencies. So, when the due date is amended, dependent task stay unchanged.
All the tasks can also be bought together without even customizing the sales force.
There is a tool known as sales chatter which very important tool for collaborating on projects is. It includes activities and feedbacks also.
Project teams can also use out of the box document management capabilities in order to create and exchange documents.
Sales force provides a powerful drag and drop report builder also along with the feature of customized dashboard.
The app allows project team members to access the system at any time from any devices.
It can be said that the sales team relies on the help of cross functional teams in order to close deals and support customers. So, sales team is needed to coordinate all the moving parts which results in completion of the tasks and better team work. When sale force is combined with and is compatible with the project management, then half of the work is done. It is easy to handle the task, manage people, time is reduced, cost is reduced and better control over the work is achieved. This was the deliverables are achieved and shocks are handled easily. This is an upcoming trend and gaining popularity nowadays.
TOP 50 SALESFORCE PROJECT MANAGEMENT TOOLS AND SOFTWARE SOLUTIONS
1. Smartsheet for Salesforce
For cloud-based project and task management, Smartsheet is a solution that offers a combination of online project management and CRM. Track projects, task lists, and other work in Smartsheet while linking Smartsheet projects to key Salesforce customer records.
Import from Microsoft Project or Excel
Single sign-on from Salesforce
Share project sheets and attached files with anyone inside or outside your Salesforce account
Basic: $14/month paid annually – For individuals coordinating a project or tracking information, people, or tasks, unlimited collaborators, Gantt charts, and mobile access
Team: $39/month paid annually – For a team with 3 to 50 people coordinating work of all kinds, starts at $13/user, multiple creators, user management, and reporting
Enterprise: Contact for a quote – For enterprises from dozens to thousands, managing work of all kinds, single sign-on, automated provisioning, and dedicated account manager
WORK[etc] is a Salesforce project management tool that integrates CRM, project management, billing, HelpDesk, and more into a cloud platform. With WORK[etc], teams collaborate and track projects efficiently.
Sync contacts and leads from WORK[etc] with Saleforce
Create sub projects and tasks that trigger when others are marked complete
Manage in 8 different real time project views including Gantt charts, project trees, and real-time activity streams
Cost: FREE trial available for 14 days
Starter: $78/month – 2 user maximum, 2,000 contacts, 3GB storage
Team: $195/month – 3 users included, each extra user adds $49/month, 10,000 contacts, 15GB storage, plus social media, email marketing, customer portal, accounting integrations, and more
Foundations: $395/month – 3 users included, each extra user adds $59/month, 20,000 contacts, 50GB storage, all Team plan features, plus contractor portal and deep reporting
Also available in the AppExchange and used by more than 500 Salesforce customers, TaskRay makes it possible for teams to quickly track, manage, and communicate. A shared to-do list with drag-and-drop features, TaskRay easily integrates with your existing Salesforce data.
Use standard Salesforce tools to create unique workflows
Flexible framework for agile, iterative work practices
One simple view into project status, to dos, task owners, and due dates
Cost: FREE trial available
$15/user/month paid annually
$19/user/month paid monthly
Mavenlink is a software solution for integrated business and project management. For project and team collaboration, Mavenlink eliminates the hassle of silos and puts communication into one cohesive place. Mavenlink’s Salesforce integration is the icing on the cake.
Define team members, access limits, and fine project details
Project templates for recurring tasks and deliverables
Create custom fields for project numbers, client addresses, and other project details
Cost: FREE trial available for 10 days
FREE plan available – Contact for more information
Teams: $4/user/month with annual contract – collaborative task management
Professional: $29/user/month with annual contract – integrated financial management
Premier: Contact for a quote – comprehensive business management
Wrike offers advanced project management and collaboration tools for enterprise and small to medium businesses. With Wrike’s Salesforce integration, collaboration between teams is easy and productive.
Real-time workspace ideal for collaboration
Project management on the go with iPhone and Android apps
Manage resources and deadlines centrally for team alignment
FREE – for small teams who need basic task management, up to 5 users, unlimited collaborators, 2 levels of projects
Professional – for teams who need project planning and collaboration, 5 or 15 users, unlimited collaborators, storage space from 5GB, and unlimited levels of projects
o 5 users: $49/month paid annually
o 15 users: $99/month paid annually
Enterprise: Contact for a quote – for teams who need customization, reporting, and advanced security, 5 users and up, unlimited collaborators, storage space from 100GB, and unlimited levels of projects
Clarizen is the Salesforce project management tool that brings social collaboration to powerful project management. Through Clarizen’s Salesforce integration, Salesforce users have the ability to create and view the progress of projects, milestones, and issues directly from Salesforce.com.
Salesforce users can access work items and view their status without logging in to Clarizen
One click opens projects directly within Clarizen
Formerly AtTask, Workfront is an enterprise work management solution that improves productivity, collaboration, and visibility and brings more to the table than a typical project management tool. Workfront provides a centralized solution that unifies team processes and communication, helping team members to work more efficiently and creatively.
Requests flow directly into your queue
RESTful APIs designed to allow integrations with Salesforce
Access work in the cloud and out of the office with iOS and Android mobile apps
Collaboration Licenses: Unlimited users, contact for a quote – Ideal for any internal or external team member, track progress and collaborate on requests, and view status reports and project dashboards
Work Licenses: $30/user/month – For team members who need work management, advanced capabilities, and flexibility, includes all Collaboration features, plus manage work with mobile apps, track and submit timesheets, and create and complete work items
Plan Licenses: $60/user/month – For team leaders who need comprehensive project, program, and portfolio management with complete visibility and control, includes all Collaboration features, plus create and manage projects from start to finish, design and distribute status reports and create custom dashboards, and manage resources and capacity planning
Enterprise Plus Upgrades: Contact for a quote – Upgraded functionality for organizations that require enterprise-grade security and support, upgrades include configurable sandbox environments, data encryption at rest for maximum security, and top-of-the-line support for peace of mind
Mission Control, a cloud-based project management system, operates on the Force.com platform and integrates with several editions of Salesforce. Effectively manage your organization’s projects with all of Aprika Mission Control’s features, including Gantt charts, document management, and more.
Projects, milestones, and actions
Virtual project whiteboard
Assignment and reminder notifications
Project Template ‘Deep Clone’
Drag n’ Drop Gantt Charts
Resource Capacity Scheduler/Calendar
Cost: FREE trial available for 14 days
VeoProject is an advanced web-based project management and collaboration tool that integrates with Salesforce and helps users organize tasks, issues, messages, and shared files. VeoProject also connects projects to Twitter and Google apps.
Access project management features and tools within Salesforce
Existing Salesforce users are imported as VeoProject users and resources
Assigned tasks in VeoProject are visible in the Salesforce My Tasks pane
Updates in Salesforce automatically update in the original VeoProject project plan
Cost: FREE trial available for 30 days
Team Pro III: $85/month – 250 project documents, 10GB disk space, SSL encryption, and Twitter, Google apps, MS Outlook, and Salesforce integration
Enterprise: $195/month – 1,000 project documents, 40GB disk space, SSL encryption, and Twitter, Google apps, MS Outlook, and Salesforce integration
The leading project and portfolio management (PPM) application available on the AppExchange, DreamTeam stores all project data in your Salesforce account. DreamTeam offers project and document management, resource management, collaborative calendars, time and expense reports, portfolio reporting, and project workflow.
Visualize project status with detailed Gantt charts and portfolio reports
Organize hierarchical folders and versioned documents
Launch, edit, upload, and share files directly from your desktop
Cost: FREE trial available for 15 days
With Central Desktop, teams have control over their projects, even if they are on different continents or in different time zones. “A complete, enterprise-sized collaboration platform,” Central Desktop is a dream come true for organizations looking for a way to share files, launch meetings online, or manage projects in one integrated system.
Break projects into phases
Monitor project status and shift due dates
Cost: Central Desktop Premier: $25/user/month with annual contract – Unlimited users, unlimited workspaces, 50+ GB storage
LiquidPlanner is an online project management software solution that is flexible and easy to use. LiquidPlanner’s Salesforce integration connects sales and project teams, allowing them to stay up to date on project status and their customers’ needs.
Share important information seamlessly
Real-time visibility into the entire project process
Stay on top of status, milestones, and delivery
Cost: The LiquidPlanner App for Salesforce is FREE to LiquidPlanner subscribers
Standard: $29/user/month based on annual plan, 10 user minimum – Project visibility, improved collaboration, and intuitive task management
Professional: $39/user/month based on annual plan, 10 user minimum – Comprehensive portfolio management tool that tracks and prioritizes resources
Enterprise: $49/user/month based on annual plan, 10 user minimum – For larger organizations managing complex projects and shifting teams, includes world-class customer service
With Viewpath, you get powerful online project management and collaboration with anyone from any organization. Utilize the collaborative, real-time tools and features with this cloud-based solution and rest easily knowing team members are on the same page.
With Salesforce integration, bring predictability to your customer-driven projects
One of the top-rated project management solutions on the Salesforce AppExchange
Align project tasks and resources to get one complete project picture
Cost: FREE team trial available for 30 days
Starter: FREE – Basic scheduling and organizing tool for individuals or project managers with a small team of collaborators
Team: $15/month – Powerful features include cross-project resource allocation and reporting
Professional: $25/month – Powerful project management with filtering, custom labels, private branding, and more
Enterprise: $35/month – Unlimited snapshots and project resources, premier support, and more
Striving to help teams become more efficient, Taskfeed gets users organized in Salesforce. “A modern and lightweight project management tool that everyone can use,” Taskfeed allows users to plan and collaborate as a team.
Work around your Salesforce opportunities, leads, campaigns, projects, and more
Fast, easy, and in real time
Brings team task boards to Salesforce fully integrated with Chatter to help deliver projects
Cost: Contact for a quote
With XenonPMO, organizations get an easy-to-use project management solution that promotes best practices. One of the most configurable Salesforce project management tools, XenonPMO was built with the needs of project, program, and portfolio managers in mind.
Set program-specific milestones and phases
Gate processes/milestones with entry and exit criteria
Leverage dashboards for visibility
Communicate through Chatter
Cost: Contact for a quote
Track projects simply with JobSuite and enjoy the convenience of its intuitive interface, full line of features, and web-based system. Join some of the largest Fortune 500 companies as a JobSuite customer and start managing projects with this Salesforce project management tool.
Organize data under campaigns and jobs
Quickly and easily generate Creative Briefs with user-defined templates
View tasks on job schedules, calendars, reports by client or campaign or role, or more
Get custom reports using the new Report Builder and share with everyone or save in your private folder
Cost: Contact for a quote
Milestones PM+
@passagetech
For organizations that need native project management or advanced project management, Passage Technology’s Milestones PM+ is a smart choice. Organizations get the flexibility of a customizable project management solution that provides a free core package and options for paid professional services when they choose Milestones PM+.
Get visibility into all of your programs, projects, milestones, tasks, time, and issues within Salesforce
Customize to incorporate your own methodology or elements of an agile, traditional (waterfall), or hybrid methodology
Keep schedules on track and log risks and decisions
Commercial support from Salesforce
Cost: FREE package; Contact for upgrade quotes
Avata Enterprise Project Management
Avata Technologies, designed especially for product development teams, empowers everyone from product developers to marketers to collaborate throughout planning and executing new product releases. Avata’s Project Management solution fosters efficiency and productivity as a Salesforce project management tool.
Convenient views including Gantt charts
Personalization of each project
Customizable reports, dashboard, task, and project details
Fine-grained security down to task attributes
Cost: Contact for a quote
A cloud-based project management and collaboration platform, EPMLive helps organizations plan, track, and manage all of their work. EPMLive’s Salesforce app integrates the CRM capabilities of Salesforce with EPM’s project and work management software, allowing for true reporting and maximum efficiency.
Multiple scheduling tools to plan tasks for on-time delivery
Centralize information for real-time updates and statuses
Manage schedules with varying levels of rigor and complexity
Offers a variety of scheduling methods and tools to meet project managers’ needs
Cost: Contact for a quote
From Configero, Project Pulse is an enterprise-scale application that “optimizes resource utilization and revenue management, delivering a birds-eye view of the complete project lifecycle, from sales to delivery to finance.” Organizations choose Project Pulse when they want to keep everyone, from sales to delivery to finance, up to date on the project.
See the entire project lifecycle
Foster communication between sales, delivery, and finance
Built-in revenue and resource forecasting
Cost: Contact for a quote
With Celoxis, organizations get enterprise project management software to manage complex project portfolios and processes. Plan, delegate, collaborate, and streamline project management with Celoxis.
Time and expense management
Cost: Celoxis Project Management App for Salesforce is FREE for Celoxis customers
SaaS: $24/user/month with available duration and volume discounts – 99.99% uptime, free client login, 2GB/user/month shared disk space, and more
On-Premise: one-time payment of $450/user with available volume discounts – Major and minor upgrades, free support for the first year, and more
Project Management Beacon
Project Management Beacon for Salesforce enables organizations to effectively manage projects for all cases or just selected cases. Available on the AppExchange, Project Management Beacon is easy enough for anyone to use, yet comprehensive enough for collaboration.
Allows accounts, budgets and budget allocation, projects, tasks, and resources
Gantt charts and dashboards for task progression and cost and resource measurement
Information center with informative dashboards shows dynamic statistics on project progress
With the Tenrox Project Workforce Management – Project Management Module, your organization is able to keep project teams, resource managers, and executives on the same page at the same time with all projects. The Tenrox Project Management module has three key components: Project Planning, Project Workflows, and Process Management. Better yet, Salesforce users can tap into Tenrox’s cloud-based project management software and simplify, automate, and streamline project and service delivery with Tenrox PSA on the AppExchange.
Configurable project billing and cost accounting processes
Visual workflow-driven processes
Export Tenrox Project KPIs into Salesforce
Access Tenrox reports within Salesforce
Cost: Contact for a quote
Organizations that choose Work-Relay for their Salesforce project management tool actually get a process, project, and resource management solution all in one. Best suited for companies that run complex business processes with large-scale, process-driven projects and short-duration, high-intensity projects, Work-Relay is a 100% native Salesforce application.
Plan, maintain, and get complete, real-time visibility into project status
Access a single dashboard for urrent and scheduled work that includes a clear designation of priorities
Maintain a central portfolio of projects
Choose to stagger projects based on priorities and resource availability
Cost: Contact for a quote
Sciforma is flexible, easy to use multi-platform project management software that is customizable. With a plug-in for Salesforce integration, Sciforma helps businesses manage multiple projects from multiple clients and prioritize efforts to optimize company results.
Strategic project and portfolio management with idea identification, ranking, capacity planning, and more
Functional project and portfolio management with project, resource, risk, and budget management
Calendar, demand, and issue management, plus time tracking
Cost: Contact for a quote
A 100% cloud-based integration, the Replicon CRM Connector for Salesforce provides greater pipeline visibility from Salesforce within Replicon. With Replicion, sales teams enable their services teams to schedule resources and plan projects more effectively while delivering accurate project cost estimates to sales teams and prospects.
Pipeline projects are auto-created in Replicon from Salesforce before deals close so project managers can add resources and ensure correct staff lock-in
More accurate project pricing
Improved forecasting precision
Streamline project and business processes
Cost: FREE trial available; Contact for a quote
Specializing in enterprise-class project management and productivity software, Cloud Coach is built for businesses looking to invest in their success. Cloud Coach’s comprehensive tools and Salesforce integration are a match for organizations looking for project management, internal meeting efficiency, and more.
Standardize your project processes by creating templates
Create projects within your workflows, whether from your sales processes or from a Salesforce marketing campaign
Group tasks into milestone groupings/phases
Manage change requests and approvals
Maintain risk and issue registers
Productivity User: $29/user/month billed annually, 10 user minimum – Drive enterprise-wide productivity
Project Team Member: $39/user/month billed annually, 10 user minimum – Deliver projects as a team
Project Power User: $79/user/month billed annually, 10 user minimum – Manage projects and services automation
Portfolio Manager: $129/user/month billed annually, 10 user minimum – Deliver portfolios and programs
Help your team adopt project management software more easily with 2Xoffice Project. With the same user interface, dashboard reporting, and security that Salesforce users are accustomed to, 2Xoffice Project is 100% native to Salesforce and makes implementation a snap.
Use Gantt charts to illustrate project milestones and meet implementation deadlines
Cost: Contact for a quote
Genius Project offers a variety of project management solutions, from SaaS, to hosted, to Lotus Notes based, that are designed to get your organization working more productively. With Genius Project, companies get enterprise project management software that is tailored to their needs and quickly integrates with Salesforce.
Use Genius Planner, the software’s own Java-based Gantt charting tool, or Microsoft Project – it’s your choice
Resources Module ensures optimal results and minimized bench time
Experiment in a sandbox environment with Genius Simulator
Cost: Prices differ based on billing duration
Standard: $19.95/user/month billed annually – For small project teams, 10 user packs, standard configuration, project and task management, and more
Professional: $29.95/user/month billed annually – For any team size, complete suite, minimum 10 users, all Standard plan features plus tailored configuration and setup, unlimited tailored workflows, and more
Enterprise: $39.95/user/month billed annually – Tailored to your needs, 50 user minimum, all Professional plan features plus hosted on-premise option, Genius Connector for integration, and more
A project management platform, AffinityLive offers easy, yet powerful project management. Get collaboration, reporting, and project insight on any device, plus seamless integration with Salesforce when you adopt AffinityLive as your project management solution.
Save milestones, tasks, and entire projects as reusable templates
Stay up to date in real time on projects, their status, and delivery teams
Cost: FREE trial available for 14 days
Plus: $16/user/month billed annually or $19/user/month billed monthly – For growing teams
Premium: $34/user/month billed annually or $39/user/month billed monthly – Get maximum flexibility and automation
Designed specifically for advertising and creative agencies, Function Point is an easily used, all-in-one, cloud-based productivity system that allows teams to do more. Function Point also works for internal marketing departments that want to streamline their business and work more efficiently, especially those that currently use Salesforce and want to integrate Function Point quickly and easily.
Business intelligence dashboard at a glance
Full-service CRM for sales and business development
Real-time financial reports
Syncs all projects, tasks, and timesheets
Build schedules from system templates, automatically assign work to teams or individuals, and use built-in timesheets and milestones
Small: $29/user/month billed annually or $34/user/month billed monthly – 5 users minimum base package
Medium: $29/user/month billed annually for first 39 users or $34/user/month billed monthly for first 39 users
o $19/user/month billed annually for 40-99 users
Large: $29/user/month billed annually for first 39 users or $34/user/month billed monthly for first 39 users
o $19/user/month billed annually for 40-99 users
o $15/user/month billed annually for 100+ users
An on-demand project portfolio management solution, Daptiv is a global leader of project portfolio management solutions and was recognized as a leader in the Gartner 2014 Magic Quadrant for Cloud-Based IT Project and Portfolio Management Services. Daptiv improves strategic planning and business execution with its solutions and professional services; plus, companies turn to Daptiv to improve productivity and efficiency.
Create and refine project templates that cover all aspects of the project management lifecycle
Powerful project collaboration tools for project stakeholders
Identify risks, monitor project performance, and fix problems quickly
Cost: Contact for a quote
As the number one cloud ERP solution on Salesforce, Financial Force provides financial management, professional services automation, human capital management, and supply chain management. What sets Financial Force apart from other project management tools and software is that it puts the customer at the center of project management so that teams collaborate and work more efficiently to provide more value to clients.
Collaboratively manage project tasks with customer portals
Create customer or project communities to work more socially
Configure projects at the field level and create custom fields and views
Cost: Contact for a quote
With Professional Services Automation software from Projector PSA, organizations track time and expenses, plus manage projects and schedule resources more easily. With the Project Management Module from Projector, companies are able to plan, track, and deliver projects on time and on budget. Integrating Projector with Salesforce couldn’t be any easier with its Salesforce.com Pre-Built Connector.
Use Salesforce data, and Projector will show you consolidated views of booked and pipeline business
Capture time and expenses
Define how and when information is imported when you automatically import accounts and opportunities with the Salesforce.com connector
Cost: FREE trial available for 30 days; Contact for a quote
Designed by industry experts, Kimble is comprehensive enough to manage an entire professional services business but is easy enough for nearly anyone in the organization to begin using. Kimble provides holistic management by integrating sales, operations, and delivery elements while reducing process complexity and boosting efficiency. Available on the AppExchange, Kimble is highly configurable.
Enter project work breakdown structures against the sales opportunity
Perform top-down and bottom-up resourcing of opportunities
Produce project status reports
Cost: Contact for a quote
With GreenRope’s integrated project manager, teams accomplish more and remain organized. Coordinate sales, support, operations, and clients with GreenRope, plus simply use email addresses to keep everyone up to date with specific projects.
Detailed notes and project updates reside in one place for easy, quick access
Team leaders assign tasks to team members and even clients
Assign tasks and deadlines, plus keep deadlines in a central location for all to see
Track project and task information, including hours spent
With the GreenRope app, quickly sync, target, engage, and convert leads with email marketing and advanced automation – the GreenRope-Salesforce Connector syncs Salesforce campaigns with GreenRope groups
Cost: FREE trial available for 14 days
Starter: $149/month – 1,000 contacts, unlimited users, unlimited emails
Pro: $169/month – 3,000 contacts, unlimited users, unlimited emails
Premium: $199/month – 5,000 contacts, unlimited users, unlimited emails
Powerhouse: $249/month – 7,500 contacts, unlimited users, unlimited emails
Magificent: $299/month – 10,000 contacts, unlimited users, unlimited emails
Supreme: $449/month – 25,000 contacts, unlimited users, unlimited emails
Improve team performance and collaboration while saving time and money with Leankor,’s visual project management solution. Get everyone on the same page by providing them with the same picture of work.
Enables aggregation of critical information from Salesforce
Visually manage sales, marketing, and service operations
Assure data security and privacy with Salesforce
Workflow rules, calendar view, and reports and analytics
Cost: FREE trial available for 14 days
Personal: $10/user/month/5 licenses – Full business version with all features enabled
Professional: $19/user/month – Unlimited Kanban boards, portfolio view, targeted collaboration, workflow analytics, Salesforce integrations
Business: $24/user/month/5 licenses – All Professional plan features, plus document management, calendar view, time management, analytics, and more
Get the most out of Salesforce by tracking projects with Smarttime, available on the AppExchange. Access all of your metrics at once with the simple dashboard and stay on top of your budgets with the built-in reports.
Simple time booking on multiple projects
Extensive built-in reporting
Travel expense tracking module
See projects, employees, or overall performance at a glance
An integrated suite of Project Portfolio Management, resource management, management reporting, and collaboration application, EnTransform PPM includes role-based access to best practices. Available on the AppExchange, EnTransform PPM is a native to Salesforce project management tool that is easy to use and fosters collaboration.
Monitor overall enterprise project portfolios, resource utilization, budget, forecast and cost analysis through dashboards
Manage schedule and deliverables with automated creation of sprints and backlogs, based on Agile Scrum methodology
Create and maintain resource history, information, availability, and forecast
Set up projects, phases, sprints, deliverables, and more with one click
Cost: FREE trial available for 14 days
Help your team stay on top of projects with one click in OneEighth Project Lite. This project management tool, available on the AppExchange, helps users quickly start and stay up to date with projects of any type.
Reliable and secure, completely built on Force.com
Lightweight and flexible, OneEighth Project Lite runs on the sales cloud or Salesforce platform
Project objectives, budgets, costs, members, roles, tasks, timelines, and more
Ajile provides complete agile project management in the cloud with its app available in the Salesforce Cloud. With a powerful platform to manage projects developed with Scrum methodology, Ajile helps project teams work in collaboration.
Manage releases by creating user stories
Manage tasks using Scrum methodology and deliver projects on time
Communicate and collaborate with Chatter
Cost: FREE trial available for 15 days; Contact for a quote
Project portfolio management, application portfolio management, and financial portfolio management from Cloudbyz results in visibility into entire project portfolios for more appropriate and informed business decisions. Available on the AppExchange, Cloudbyz is an integrated solution built on the Salesforce 1 platform.
Benefits and costs evaluation
Change and release management
Cost: Contact for a quote
The CloudMax software platform allows users to configure it for flexibility and ensures team collaboration. With CloudMax on the AppExchange, users adopt the rapid deployment model and handle change management quickly and easily.
Successfully deliver rapid deployment framework and meet compliance requirements
Tracks the complete SDLC lifecycle
Cost: Starts at $500/company/month
Done by Kinetic Growth offers Salesforce task and activity management with collaboration features. The tasks tab allows users to see, edit, and track all Salesforce tasks in detail.
See Chatter updates while tasks are in progress and post to Chatter without opening each tasks
Uses standard Salesforce tasks, so it works with tasks you already have
Find existing tasks on objects you own
Define best practices and automatically create tasks with Task Templates
Create tasks with fewer clicks
Cost: Contact for a quote
Manage budgets, costs, schedules, and dependences between projects with GliderPMO. This online project management tool helps project, portfolio, and program management offices (PMOs) and their stakeholders to easily and efficiently handle all of these tasks.
Single repository so everyone has the same up-to-date information
Track and manage dependences between work packages
Team members work together on the same set of records and documents
Highly configurable with a point-and-click interface
Keep everyone in the loop with Chatter
Cost: FREE trial available for 30 days
PMActive seeks to simplify project management for project managers and teams by providing the tools necessary for supporting the entire project lifecycle. Deployed on Force.com, PMActive is a great project management solution that does not include any hardware or software costs because it is cloud based.
One View gives project managers a consolidated, concise view of essential project information
See consolidated status of all projects
Stay apprised of upcoming tasks
Identify priority tasks and identify problem areas
Cost: FREE trial available for 30 days; Contact for a quote
With Intuit QuickBase, organizations can solve their business problems quickly with Project Management solutions. Teams work more productively and quickly from any location with QuickBase, and they can integrate QuickBase with Salesforce quickly and easily.
Customizable and flexible
Access information at any time on any device from anywhere
Personalized notifications and reminders
Cost: FREE trial available for 30 days; Contact for a quote
A Salesforce strategic partner, Arxxus helps organizations handle their services and program schedules with their native project management app. Manage all of your pojects from within Salesforce with Arxxus.
Project and task planning
Resource management and effort tracking
Interactive user interface for schedule creation and Gantt visualization and modification
Cost: Contact for a quote
Axosoft is a solution for agile project management that helps users effectively manage their software development projects. With Salesforce integration, Axosoft has the tools and support your company needs to manage projects efficiently and effectively.
Get data for making educated decisions
Daily Scrum to see what each team and team member has completed, current work, and issues
Fully customizable workflows
Cost: FREE trial available for 14 days; Contact for a quote
ChangePoint’s Project Portfoliio Management software enables businesses “to have an informed understanding of their environment and resources and in turn they can communicate this, and any subsequent decisions, to stakeholders.” With ChangePoint, organizations get a single solution that addresses the project lifecycle and ensure portfolio visibility. Changepoint’s Salesforce.com CRM adaptor connects PSA and CRM, making it an even better solution.
Seamlessly integrates critical processes and data needed for effective management
Support and develop your organization’s business, process, reporting, and security needs
Cost: Contact for a quote
Source: http://www.docurated.com/all-things-productivity/top-50-salesforce-project-management-tools-and-software-solutions