Salesforce Project Management Application Options
When managing Salesforce projects, selecting the best project management app is crucial for ensuring efficiency, visibility, and collaboration.
The optimal project management app for Salesforce should integrate seamlessly with the Salesforce platform, enabling users to manage tasks, track progress, and report on project status directly within Salesforce.
1. Salesforce’s Native Tool: Salesforce Projects (formerly Salesforce Work.com)
Salesforce Projects offers native integration with the Salesforce environment. It provides essential project management features such as task assignment, timeline tracking, and collaboration tools within the Salesforce CRM interface. Since it is a Salesforce product, users benefit from consistent data synchronization, eliminating manual data transfers.
2. TaskRay
TaskRay is a leading project management app built natively on Salesforce. It is designed specifically for customer-centric project delivery and offers powerful tools for task management, collaboration, resource allocation, and project templates. TaskRay’s visual board and timeline views help teams track project stages with ease. Its deep integration with Salesforce data — like accounts, contacts, and opportunities — allows teams to keep projects aligned with sales activities, improving customer success.
3. Asana for Salesforce
Asana is a widely used project management tool with a Salesforce integration that syncs Salesforce records to Asana projects. It allows teams to create and manage Asana tasks directly from Salesforce, facilitating collaboration and task tracking without leaving the CRM. This solution is ideal for organizations already using Asana who want to leverage Salesforce data for seamless project follow-up and execution.
4. Smartsheet for Salesforce
Smartsheet provides robust project and work management capabilities and integrates with Salesforce to sync data such as leads, cases, and custom objects. Its grid, Gantt chart, and card views offer flexible project visualization, suitable for coordinating complex projects. The integration supports automated workflows, improving efficiency and reducing manual data entry.
5. Clarizen
Clarizen is an enterprise-grade project management solution that integrates with Salesforce. It offers comprehensive portfolio and resource management tools, making it suitable for large-scale organizations. Clarizen’s Salesforce integration ensures real-time project updates and allows users to leverage Salesforce data for better decision-making.
Conclusion
The best project management app for Salesforce depends on the organization’s scale, complexity, and existing workflows.
For those seeking native and seamless integration, TaskRay stands out as a robust choice tailored for Salesforce environments.
For teams already using popular tools like Asana or Smartsheet, their Salesforce integrations offer valuable options.
Enterprises requiring comprehensive portfolio management may find Clarizen to be fitting.
Prioritizing integration depth, ease of use, and feature set ensures choosing the app that best complements Salesforce project management needs.
Written with help of Ai