How To Use Salesforce For Project Management?
When it comes to handling business CRM with precision and efficiency, Salesforce is the platform that has consistently helped businesses in automating their sales processes. Salesforce CRM is used by numerous business houses in keeping a record of valuable customer details by recording and storing them in specific objects such as leads, contacts, Accounts etc. Apart from storing these details in an organised manner, you can avail of Salesforce development services for your sales team to use valuable customer information in performing marketing and sales activities such as lead management, creating email marketing campaigns, social media marketing etc.
However, operating Salesforce is not one man’s task. Platforms such as Salesforce Marketing Cloud and Sales Cloud require entire teams to work on a client. An average business organisation needs to perform several business processes on a daily basis. Also, there are several sales projects to be executed pertaining to specific Accounts where your team works relentlessly to obtain fruitful results. In order to ensure that the process is executed seamlessly, you need to employ a reliable and dedicated project manager. A project manager will essentially serve as the captain of the ship, guiding every employ in performing their tasks efficiently so that the end goals are achieved.
You can effectively use the platform of Salesforce for project management. Through various customisable tools, components and platforms, Salesforce will help you automate and organise several processes that go into executing Salesforce projects. However, it is important for the project manager to be vigilant and careful to make sure the team members do not commit any mistakes. Salesforce does help in automating several processes but the operation is ultimately in the hands of your team members.
Here are some of the most important ways in which you can go ahead with Salesforce project management to attain all the planned objectives:
Team Division And Management
One of the first things to consider for Salesforce project management is division of work. Once you divide work amongst your team members and delegate relevant authorities, you can get your work done in a more systematic manner.
The platform of Salesforce allows you to divide your workforce into two major teams – Account team and Opportunity team. Account team would consist of members that are responsible to collectively work for a specific Salesforce Account. An Account is nothing but a business organisation you are working with. This organisation may belong to your customers, partners, competitors or any entity having vested interest in your business. All the activities of the Account team should revolve around handling Account cases, opportunities and contacts. During a Salesforce project, a project manager should make sure the team members communicate with each other and duly report their activities.
On the other hand, your Opportunity team would consist of members solely dedicated to working on an opportunity together. The only agenda of this team would be to scout for a sales opportunity, tap it, work on it to obtain results and update the project manager by keeping a track of the progress. However, a project manager should be careful in not letting members of the two teams perform activities of the other team. This makes the project execution organised.
Use Of Task Notifications
Salesforce came up with a fairly new feature of task notifications towards the end of 2018. As the name suggests, this features sends visual notifications to a user pertaining to the tasks they are supposed to complete. This feature can be employed by a project manager as one of the Salesforce project management tools to make sure that all the team members are periodically reminded of the specific tasks they are required to complete within the decided span of time.
Encouraging Collaboration and Communication
A free flow of communication is always necessary to execute Salesforce projects in a successful manner. A project manager needs to collaborate with all the team members to discuss the course of the project and to exchange important bits of information. The platform of Salesforce Chatter can help you encourage collaboration and communication between the team members.
Chatter is a Facebook-like platform that allows all Salesforce users to share documents and write posts on a centralised platform. Project managers can create a “Team Chatter Group” with all the team members so that they can freely communicate with each other. This would help you make sure that all your teams and team members are on the same page, helping you execute the project better.
Using Field History To Track Changes
No matter how dedicated and focused your team is, there is always a scope of some error. If you realise about this error at a later stage of Salesforce project management, the option of Field History Tracking would allow you to go back and see where exactly the error was committed.
Simply by clicking on the option of Field History in Salesforce, you will obtain information pertaining to all the new and old values in the concerned field. Field History would also provide you with the information about the time when a specific change was made and the user who made the change. A project manager can use this tool to give access to certain specific team members to approve changes made to certain necessary fields. The project manager can also make necessary changes regarding how to go ahead with the project by studying the changes made in the fields during the process.
Creating Salesforce Reports
It is important to evaluate the activities performed by your team members for executing a project on a periodic basis. A project manager can get informative Salesforce reports created that would provide them with the ongoing status of the project and outcome up to that stage.
It is advisable to create Salesforce reports for all major teams and activities performed by the team members. This would help you in managing your project timelines as you can ascertain the projects that require attention the teams you need to follow up with.
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