The Clarizen-Salesforce online project management data integration ties together two formerly disparate teams, and supplies even broader rewards to the organization as a whole. The integration between Clarizen and Salesforce supplies deep connectivity between the two applications, in order to build a complete best-of-breed ecosystem for project management, presenting information natively to the users of each app.
Benefits for Sales Teams
Account teams can easily initiate new tasks from templates and track the progress of their delivery straight from inside Salesforce, improving their potential to update their clients and minimizing communication gaps in between revenue and service teams.
Salespeople can also initiate a draft “shell” tasks from Salesforce to be scoped out further in Clarizen, so they can offer a realistic, properly scoped statement of work to their prospects – ideally giving them a competitive advantage in the revenue cycle.
Organizations with repeatable solutions offerings can automate project creation, leveraging Clarizen’s straightforward company rules wizard. This automation minimizes the manual work of project creation and assures a smooth and constant handover from Sales to Service Delivery.
Account Managers can see the real-time standing of every one of their Customers’ tasks through essential KPIs and a delivery timeline roadmap, improving their buyer service, minimizing calls to service managers for standing updates and increasing their visibility for upsell opportunities. Clarizen Projects and Issues are also Salesforce Chatter-enabled, so Sales people can see appropriate updates straight in their Activity Streams.
Benefits for Service Delivery Teams
Service teams take pleasure in improved visibility into upcoming project pipeline, so they can better predict revenue – as well as essential sources. This advance notice gives a service manager more time to uncover the correct sources, and to make sure the project group gets all the appropriate information they require from the chance to help with scoping.
Benefits for Client Helpdesks
Clarizen can also link Account teams with their help organization, permitting them to submit problems and track their resolution more effectively. Users create new Issues linked to Situations, Accounts or Opportunities which can then be employed to generate a Project in Clarizen to resolve that problem, or in addition, Issues can be related to Projects that are currently underway. When a project is created to resolve a buyer problem, its progress can be monitored from Salesforce, ensuring that precise and up to date information can be communicated to the buyer.
Benefits for Fiscal Operations
Clarizen’s Spending budget Management module collects and calculates economic indicators from every activity, milestone or project as a whole, and aggregates accepted Time and Expense reports from the sources (employees, contractors, etc.) to generate important KPI’s like Expense Efficiency Index, Real Expense and Profitability, as well as show whether the project is on budget.
With Clarizen Progress Reporting, time tracking and cost sheets can generate real-time economic metrics that are visible in Salesforce.com such as billable hours per Milestone, billable expenditures and Earned Worth.
Service engagements are generally invoiced at completion of crucial Milestones. Automatic synchronization of this data in Salesforce minimizes manual work and permits integration with
Salesforce-based finance and accounting options for billing by milestone.
Benefits for Executive Management
Clarizen’s Salesforce Integration includes 3 Best Practice Dashboards which show crucial functionality indicators for Executive Management, Fiscal Management and Project Management teams to keep track of the well being of the tasks being delivered and the delivery organization as a whole.
Some examples of these reports include:
1. Project Delivery funnel by project state
2. Month to month Project Delivery costs
3. Project Profitability by Project Type and by Account
4. Real Expense vs Profitability
5. Projects Sold by Type
6. Which tasks are running off schedule?
These reports are visible in Salesforce to offer a single reporting and dashboard repository for service delivery to be employed alongside other management reports in one familiar interface. The reports and dashboards can be customized to show the indicators most employed by your organization.
Native Salesforce Objects
Clarizen Projects, Milestones, Issues and Sources are native Salesforce objects, giving you higher flexibility and customization choices than substitute options. Everyone with basic Salesforce Administrator abilities can easily map data in between Salesforce and Clarizen objects making use of normal formula fields and workflow rules to streamline workflow processes and reporting on tasks and problems.
Real-time updates
A real-time sync assures that users are getting the most up to date information any time a project or problem record is viewed in Salesforce. In addition to the real-time project data for Account Managers, the whole Project portfolio is automatically updated once a day with a full update to make sure precise reporting.
The Clarizen Project Roadmap is a exclusive widget that can be pulled into Salesforce, giving fast, visual feedback on project standing. At a glance, viewers can see target delivery dates, milestones, and whether a project is on or off track.
Customizable Display
The integration supplies a rich set of data from Clarizen Projects and Milestones. Additional normal or custom fields for Projects, Milestones, Issues and Sources can be easily mapped into Salesforce – with out any programming -to assist your distinct organization requirements.
Summary
Clarizen’s Salesforce integration, between a leading sales software and a leading project management program, helps remove the execution gap by bringing revenue, service delivery, and support organizations together. Clarizen’s robust integration can speed your service delivery, enhance your revenue procedure, and give you far greater reporting tools to apprise management of your progress.
If you’d like to learn more about the Clarizen-Salesforce integration, pay a visit to the AppExchange or www.clarizen.com
