Struggling to get your team to work efficiently and beat deadlines? Maybe it’s time you used a Salesforce project management service, to iron out the kinks and get things at the office running like clockwork. Here’s a guide to help you understand the importance of project management in a team/business and how it can impact the lives of others for the better.

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What is Salesforce project management?

Salesforce project management (SPM) is an all-in-one tool that can help businesses keep track of their performance, assign tasks to employees and departments, and provide quality customer service. It’s basically a customer relationship management (CRM) system that connects all departments to achieve better productivity.

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How can SPM help project managers do their tasks efficiently?

SPM is a powerful tool that project managers, like you, must use. Here are some of its top features that can help you do different types of project management tasks efficiently:

  1. Ease of use
    Harvard Business Review reviewed 45 workers in 39 companies in different industries in the U.S. They found out that even the most tedious employees tend to focus on non-value-added activities, like desk work and meetings. Imagine an app or software that will allow you to easily see the project management team structure. You’ll be able to quickly take a peek into the accounts of your team, to check on their progress working on the project life cycle. This app will also contact people and assign tasks, all in one place. That’s what SPM will do for you.
  2. Customizability and scalability
    Even with a great project management framework in place, it could be hard to be efficient if you can’t customize the software according to the needs of the business. And that’s one of the traits SPM has that’s very important to project managers: customizability. This software allows users to extend its existing functionalities such as custom fields, objects, and app integration.
  3. Report creation
    Not savvy enough to create your own reports? The truth is, not all project management professional exam study guides walk you through the right way to make one. SPM can turn your project management jargon and data into easy-to-understand, beautiful, and fancy charts.

SPM can create your reports in tabular, summary, matrix, and joined formats, which you can customize to meet your needs. You can drag and drop fields, add filters, and charts that fit your report.

  1. Implementation time
    Unlike standard CRMs, SPM can be easily implemented in your business. It requires less set-up time because it’s a Cloud platform. This means it requires less hardware and integration into an existing system.

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How can project management services impact the lives of others?

While project management services are great for you, it’s no secret that this can be helpful for other people, too, such as your team. Here’s how using one can impact the people around you:

  1. Improve project estimation
    Using SPM can help your team set deadlines accordingly. They can set up realistic timelines, goals, and state the possible hurdles that they might encounter. Moreover, plotting the whole project process can be done with project management services, like SPM. This way, your team doesn’t miss out on deadlines, and they have action plans in place if something goes wrong.
  2. Prioritize the right projects
    With the scope and timelines in place, your team can benefit from prioritizing the right projects to get the job done efficiently. As such, this may help reduce stress from dealing with deadlines and confusion among peers.
  3. Optimize resource usage
    Does it take a lot of time to finish a project? That means your business may be paying extra for electricity and manpower for every delay that happens. With proper planning and allotment of resources using SPM, project managers can keep track of the resources being used for the project and make adjustments, in case of delays or mishaps.
  4. Monitor deliverables in real-time
    You can’t stand behind an employee and check the progress of their tasks all the time. Project managers have far more important matters to attend to during the day. SPM allows project managers to monitor deliverables in real-time, giving you a clear overview if your team will beat the deadline or not.
  5. Encourage teamwork and collaboration
    A project management software such as SPM helps teams collaborate more efficiently. Each team member can share his knowledge and experience in working towards a common goal.

Having people who have taken the Project Management Professional (PMP) exam is a must these days if you want things running efficiently. And if ever you still have personnel who aren’t certified yet, give them the PMP exam guide and let them take the test. It’s a huge boost for your business – especially when you pair it with an all-in-one project management software such as SPM, which can give you a huge boost in efficiency and help iron out your processes.

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