In today’s business environment, project management has never been more critical to the success of enterprise ventures. Using project management methodologies, teams can keep an eye on the risks, scope and tasks associated with projects.
And while solid methodologies have helped complete large and intricate project for years, even small projects now have significant complexities and integrations inherent in their execution. As a result, the number of software tools specifically geared to help keep projects on track and help project managers get a handle on all of the moving parts has exploded. With so many choices, it’s hard to decide what the best tool is for an organization. CIO’s article on the subject, 11 Tips to Get the Most Out of Project Management Software, provides some guidelines, but 4 items in particular stand out:
Do a needs analysis: know what you’re tracking and what kinds of project will be managed with the tool
Consider a cloud-based service: Cost of ownership and deployment are two critical factors to consider when adopting a new tool, and cloud based tools frequently come out on top of those comparisons
Consider scalability: as your company grows, so will the number of users of the tool and the complexity of what’s being tracked with it
Integration with core apps: If your organization already had mission critical applications in use, your project management tool will be more useful, and experience faster acceptance, if it integrates with those existing applications
The last point, in particular, can make or break the adoption of your new toolset. This is especially true if your organization is heavily – or even moderately – invested in the Salesforce platform. Because Salesforce can house your client data, project information and even facilitate team collaboration, it makes sense to use a project management tool that can incorporate that information and minimize the need for duplicate, and inevitably mismatched, data and communication.
There are two types of project management tools that work with Salesforce – ones that integrate with the platform, using their own controls and establishing connections between Salesforce and their application, and ones that are applications that live inside the Salesforce ecosystem, adapting the common controls and leveraging the familiar tools that are part of the platform.
Below, we look at some of the most popular examples of each type as well as look at a tool that can elevate your project management to the next level.
Project Management Tools that Integrate with Salesforce
A number of project management tools in the market today stand separate from existing platforms like Salesforce. These applications allow users some flexibility with the outside tools that they can integrate with, perhaps offering connections not only to Salesforce but to accounting packages, time tracking and other business applications. One point to keep in mind when investigating tools that provide connections to outside applications – maintaining multiple integration points across your enterprise landscape can backfire, creating more work for your support teams, not less.
With these caveats in mind, you may still feel that a standalone solution will satisfy the requirements of your organization’s projects. Here are a few of the top contenders to consider that will integrate with Salesforce and a number of other applications as well.
Billing itself as “all in one collaboration software”, Wrike goes beyond project management, offering solutions for marketing, creative and product management teams in addition to the project management tools. While some companies may appreciate the range of tools available under one roof, others may find that they are only using a limited set of what’s available. The project management application itself, however, has all of the features you’d expect from the tool, including Gantt charts and resource management boards.
To integrate Wrike with Salesforce, you must request the integration instructions from the Wrike team through your Salesforce interface. Once set up, teams can be siloed but have access to project information. For Salesforce authorized users, Wrike tasks can be assigned and the status of tasks can be viewed all without leaving Salesforce. For project teams that don’t have Salesforce access, tasks can be worked on as assigned and updated within Wrike.