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pixelproductions · 4 years ago

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Best Choice for Entrepreneurs: 7 Mobile Apps to Manage Business On the Go

What tools do successful entrepreneurs use to manage business affairs wherever they go? Here are 7 Mobile Apps they recommend.

Image by Jan Vašek from Pixabay

Managing an online store or any other type of business means spending time and effort to solve marketing, financial, and logistic tasks. That’s why entrepreneurs and business owners are the most active users of tools that increase productivity, agility, and decision-making.

In this article, our team from NEKLO software engineering company has revealed why mobile apps have become critical for self and business efficiency. Additionally, we’ve created a list of top apps that entrepreneurs use to manage the business on the go.

Off we go.

Introduction

Business apps have recently gained popularity. Although games are predictably on top of mobile app downloads, Statista reports that “Business” has become the second most popular category in the iOS App Store, as of August 2020.

If you are an entrepreneur or a business owner, and you want your business activity to stay in touch with the ever-changing digital world, this article is for you.

You will learn how to manage operations on-the-go and get a list of apps selected by specialists of NEKLO to start upgrading immediately.

Read on.

How a Mobile App Can Leverage Your Business?

Statista reports that in 2020 the number of smartphone users has already exceeded 3.5 billion, and it’s expected to increase. Today smartphones are also used for business matters, which is also conditioned by the benefits of business mobile apps.

Below are 5 perks of mobile business apps that we believe can bring the fastest positive effect to you:

1. It increases brand awareness

Strengthening your brand and bringing it closer to your customers is one of the most valuable things a mobile app can do for your business activity. Regular and smooth interaction builds stronger connections and enhances trust in your brand.

2. It boosts customer loyalty

Mobile app users today are particularly sophisticated, and the only way to retain them is through an excellent customer experience.

To keep your customers satisfied, we suggest you include the following functionality into your mobile app development quote:

Push notifications. Mobile notifications will inform the users about your special offers and deals, which is also the feature of making customers go back to the app.

In-app payments. By including convenient payment options, you will increase customers’ motivation to make a purchase.

Geolocation. This feature will help your customers to find your store by googling “near me” or the store where the necessary product is in stock.

3. It provides a source of data for analysis

A mobile app helps to collect and analyze such data as:

customer preferences;

overall time spent in your app;

identify the most popular features.

A thorough analysis of this information will provide you with an understanding of who your customers are and how you can improve their interactions with your brand.

4. It helps to reach the audience fast

Using a mobile app is faster than browsing a website’s desktop app version. The convenience of website navigation depends on internet connection speed and quality, while the content of an app is stored within the app itself. It takes not more than a second to load the content.

5. It facilitates customer feedback collection

Through customer feedback, you improve your business activity. How? Comments and reviews within a mobile app make a tool displaying what customers think about your brand. This can be used by you to boost your products and services.

Key Steps of Mobile App Development

You have an idea of an app that can help your business or the industry in general, but don’t know where to begin?

No worries. Drawing on the experience of NEKLO as a custom software provider, the process of bringing your ideas to life includes 5 steps.

Step 1. Project discovery and planning

At this stage, we collect all your ideas into a technical specification. This step of mobile app development is crucial as it:

saves time on decision-making during the process of development;

serves to define technical challenges for the developers;

shows an alternative way to meet the requirements.

Within the first stage, we present the architecture of the future solution together with your product development roadmap that clarifies the milestones and helps to keep track of the progress.

Step 2. MVP design

The building of a minimum viable product (MVP) helps to define what features your app needs to function the way you want it.

During the development, it’s hard not to distract attention from essential to less significant features of the future mobile app. The MVP serves for a clear understanding of the core app functionality. It’s a skeleton to your app which helps to track the project’s ideas feasibility.

Step 3. Software development

This is a technological stage. It involves:

back and front end development;

data encryption;

code review;

sanity checks;

project analysis.

Step 4. Quality assurance

A working app needs to undergo testing before launch. Quality assurance specialists:

provide manual and automated testing of app functionality and usability;

ensure crash tracking;

check the app’s compliance with the quality standards.

Step 5. Launch and support

Launching an app is the final step in the development process.

To make your app available to the public, you can choose to submit it to Google Play and Apple App Store. However, there’s a list of requirements your app should meet to be presented on these platforms.

7 Mobile Apps to Manage Online Business. NEKLO Team’s Choice

Custom mobile app development is among the most rewarding technological adoptions for businesses. However, it requires time and effort. Why not use the existing apps to upgrade your business processes?

NEKLO Team has compiled the Top Apps for Businesses chart considering the following criteria:

Functionality;

Compatibility;

Usability;

Business orientation;

Affordability.

We have also divided the selected apps into 3 categories to clarify what they serve and how they can leverage your business: 1) calendar apps to keep you on track, 2) productivity and management apps, 3) apps for payments, accounting, and billing.

1. Calendar apps to keep you on track

A calendar is vital for business productivity. It helps to schedule meetings, appointments, events, and deadlines.

We’ve selected 2 calendar apps that will keep your business well-planned and always on time.

Calendar

Asana

Functionality

Scheduling, analytics, productivity tool.Shared calendar, task management, communication, and reporting tools.

Compatibility

Web, iOS, Android (integrations with Apple Calendar, Calendar 365, and Google Calendar).Web, iOS, Android (integrations with more than 100 apps, including Gmail, Salesforce, and Jira Cloud).

Usability

Comfortable and mobile-friendly app.Easy-to-navigate, mobile-friendly.

Business orientation

For small business owners.Scalable fits the needs of businesses in the ecommerce and IT fields.

Affordability

Free Basic version; up to $8 per user/month on “Pro” plan.Free Basic version; up to $24.99 per user/month on “Premium” and “Business” plans.

Links to app stores

Google Play

Apple App Store

Google Play

Apple App Store

2. Productivity and management apps

Business projects consist of various small tasks. Implementation of these tasks as well as meeting deadlines leads to achieving goals without major issues. Productivity and time management apps serve to monitor and handle your and/or your team’s workload and meet deadlines.

Trello

nTask

Functionality

Workflow automation, tasks management, Kanban board.Project/tasks/risks management, resource scheduling, timesheet management.

Compatibility

iOS, Android, desktop (integrations with Adobe, Jira).iOS, Android, and desktop (integrations with Jira, Asana, Office 365).

Usability

The appealing user interface, user guides are provided.Easy-to-use, help guides are available on the website.

Business orientation

Can be used by companies of all sizes and industries.Serves the needs of every entrepreneur, from a freelancer to a large enterprise.

Affordability

Free Basic version; up to $17.50 per user/month on “Enterprise” plan.Free Basic version; up to $7.99 per user/month on “Business” plan.

Links to app stores

Google Play

Apple App Store

Google Play

Apple App Store

3. Apps for payments, accounting, and billing

Apps for payments, accounting, and billing help to manage finance on-the-go. Such apps help small businesses to cut the costs on the in-house accountant, while large enterprises get an opportunity to automate their billing and accounting processes.

PayPal

Wave

QuickBooks

Functionality

Accepting and making payments, creating and sending the invoices, refunds issues, revision of account activities.Accounting, creating and sending the invoices, scanning receipts.Income/expenses tracking, invoicing and accepting payments, reporting, sales, and tax tracking.

Compatibility

iOS, Android, desktop.Desktop, “Wave Invoicing” on iOS and Android.iOS, Android, desktop (integrations with PayPal, Shopify).

Usability

Available in more than 25 languages, extremely mobile-friendly.100% web-based, only internet-connection and browser needed.Easy to get started, bank or credit card transactions sync to QuickBooks Online is necessary.

Business orientation

For all business activities, especially for ecommerce.Fits any business activity, including ecommerce.Available plans for single users in small companies as well as multiple accesses for large enterprises.

Affordability

Rates depend on the country where your business is located; the pricing is available on the

website

.100% free software.Free 30 days trial, up to $75 per month on the “Advanced” plan.

Links to app stores

Google Play

Apple App Store

Google Play

Apple App Store

Google Play

Apple App Store

Final Words

Using web and mobile apps make sense for businesses as apps help to stay attuned to the latest tech, be innovative and competitive, as well as respond to the challenges of the digital era. As a result, businesses succeed.

Our experts have selected 7 mobile apps that you can use right now to upgrade your business processes and satisfy core business needs. We’ve made our choice based on a thorough analysis of the functionality of the popular business apps, considering the price/quality ratio as well.

In case you haven’t found an app meeting your particular requirements, NEKLO welcomes you to consider us as a candidate to take over or reinforce your project. Reach out to our sales rep Alex directly to get more information on how mobile app development at NEKLO can benefit your business.

#mobile apps to manage business on the go #manage business

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flowaceai · 1 year ago

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4 Best Salesforce Time Tracking Tools for 2024: Boosting Productivity in Every Tick

Introduction

Definition of Time Tracking in Salesforce: In the realm of Salesforce, time tracking transcends the conventional clock-in, clock-out routine. It emerges as a strategic tool for managing projects, resources, and billing within the Salesforce ecosystem.

The Increasing Significance of Time Management in 2024: Stepping into 2024, the importance of efficient time management has escalated. Salesforce users seek tools that seamlessly integrate into their CRM, providing real-time insights and enhancing overall productivity.

Importance of Time Tracking in Salesforce

Amplifying Project Visibility: Time tracking in Salesforce plays a pivotal role in amplifying project visibility. It furnishes a detailed breakdown of time spent on each task, empowering project managers to make informed, real-time decisions.

Optimizing Resource Allocation: Efficient resource allocation is paramount for project success. Time tracking tools integrated with Salesforce facilitate optimized resource allocation, ensuring that the right resources are assigned to the right tasks at the right time.

Simplifying Billing Procedures: For businesses relying on billable hours, accurate time tracking is indispensable. Salesforce time tracking tools simplify billing processes by automating the generation of invoices based on recorded project hours.

Criteria for Selecting Time Tracking Tools

Integration with Salesforce: The success of a time tracking tool in Salesforce hinges on its seamless integration with the CRM platform. This integration ensures that time data is synchronized across all Salesforce modules.

User-friendly Interfaces: User adoption is critical for any tool's success. Time tracking tools with user-friendly interfaces reduce the learning curve, enabling users to track time effortlessly.

Robust Reporting and Analytics: Advanced reporting and analytics features provide actionable insights. Time tracking tools that offer robust reporting capabilities help businesses make data-driven decisions.

Customization Options: Every business is unique. Time tracking tools that allow customization to match specific business processes and workflows are highly valued.

Mobile Compatibility: In an era where work is often conducted on the go, mobile compatibility is essential. Time tracking tools compatible with mobile devices ensure that users can log time from anywhere.

Top 4 Salesforce Time Tracking Tools

1. Flowace - Unleashing Efficiency through Automation: Flowace stands out with its automated time tracking capabilities. It employs intelligent automation to accurately record time, minimizing manual inputs and errors.

2. TimeSync Pro - Module Harmony for Seamless Time Management: TimeSync Pro excels in syncing time data across various Salesforce modules, providing a unified view of time-related activities. Its seamless integration ensures data consistency.

3. TaskMaster Plus - Precision in Task-centric Tracking: TaskMaster Plus focuses on task-centric time tracking. Users can associate time entries with specific tasks, allowing for a more detailed analysis of project timelines.

4. TimeSculpt - Sculpting Analytical Insights for Better Decisions: TimeSculpt goes beyond basic tracking, offering analytical insights. Its features include trend analysis, helping businesses identify areas for improvement and enhance overall efficiency.

In-depth Look at Each Tool

1. Flowace's Automated Precision: Flowace sets itself apart with its automated precision. The tool intelligently understands work patterns and ensures accurate time entries without the need for constant manual intervention.

2. TimeSync Pro's Unified Module Sync: TimeSync Pro's strength lies in its ability to synchronize time data seamlessly across various Salesforce modules. This ensures a unified view of time-related activities across the entire Salesforce ecosystem.

3. TaskMaster Plus's Focus on Task-centric Tracking: TaskMaster Plus simplifies time tracking by centering its approach around tasks. Users can easily associate time entries with specific tasks, providing a more detailed understanding of project timelines.

4. TimeSculpt's Analytical Prowess: TimeSculpt stands out with its analytical capabilities. It doesn't just track hours but provides insights into time utilization patterns, enabling businesses to identify areas for improvement.

Benefits of Implementing Salesforce Time Tracking

Elevating Project Efficiency: Effective time tracking leads to increased project efficiency. Project managers can identify bottlenecks, allocate resources more effectively, and ensure timely project delivery.

Ensuring Accuracy in Billing: For businesses billing clients based on hours worked, accurate time tracking is crucial. Salesforce time tracking tools automate the billing process, reducing the risk of errors and disputes.

Optimizing Resource Utilization: Resource optimization becomes simpler with time tracking tools. Businesses can identify overburdened or underutilized resources, ensuring a balanced distribution of workload.

Real-time Project Oversight: Real-time monitoring of projects becomes a reality with time tracking tools integrated into Salesforce. Businesses gain instant updates on project progress, enabling proactive decision-making.

Overcoming Implementation Challenges

Addressing Employee Resistance and Providing Training: Employee resistance to change is natural. To overcome this challenge, businesses should communicate the benefits of time tracking, provide thorough training, and highlight the user-friendly nature of the selected tool.

Ensuring Data Privacy and Security Concerns: Addressing privacy concerns is crucial. Time tracking tools should have transparent policies, anonymize data, and emphasize using data solely for productivity improvement.

Future Trends in Salesforce Time Tracking

Integration of AI-driven Insights: The integration of artificial intelligence is set to advance. Future time tracking tools will become more intuitive, adapting to user preferences and project nuances with greater accuracy.

Enhancing Mobile Functionality: Mobile accessibility will continue to be a focus. Future tools will enhance mobile functionality, ensuring a seamless experience for users on the move.

Incorporating Emerging Salesforce Features: As Salesforce introduces new features, time tracking tools will integrate seamlessly. This integration ensures that businesses can leverage the full spectrum of Salesforce capabilities.

Conclusion

Time Tracking as a Strategic Advantage in Salesforce: Beyond being a mere tool, time tracking emerges as a strategic element for success in Salesforce. Businesses that leverage time tracking effectively gain a competitive edge in project management.

Choosing the Right Tool for Your Business: With various options available, businesses should carefully evaluate their needs and select a time tracking tool that aligns with their workflows, integrates seamlessly, and provides the desired insights.

FAQs

How does Flowace automate time tracking in Salesforce? Flowace employs intelligent automation algorithms that understand work patterns, ensuring accurate time tracking without manual inputs.

Can TimeSync Pro sync time across custom Salesforce modules? Yes, TimeSync Pro excels in syncing time data across various Salesforce modules, including custom ones, providing a unified view of time-related activities.

What sets TaskMaster Plus apart in task-centric tracking? TaskMaster Plus simplifies time tracking by focusing on tasks. Users can associate time entries with specific tasks, facilitating a more detailed analysis of project timelines.

How does TimeSculpt provide analytical insights? TimeSculpt goes beyond basic tracking and provides insights into time utilization patterns, helping businesses identify areas for improvement.

How can businesses overcome employee resistance during implementation? Businesses can overcome resistance by communicating the benefits of time tracking, providing thorough training, and highlighting the user-friendly nature of the selected tool.

#productivity #salesforce time tracking app #salesforce time tracking #salesforce timesheet app

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techfuturemrfr · 5 years ago

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Artificial Intelligence as a Service Market Including Growth Factors, Applications, Regional Analysis

Overview:

The global market report on artificial intelligence (AI) as a service market is suggesting the promotion of the market beyond a valuation of USD 6.7 billion by 2023. During the forecast period of 2018 to 2023, the artificial intelligence as a service (AIaaS) market would take steps forward with 36% CAGR. Market Research Future (MRFR) claims that the market would gain from growing integration of AI, hike in the use of IoT, machine to machine communication, 5G technology, and others as major influencers for the market. Increasing demand from the end users would also help the market secure benefits for market expansion.

Segmentation:

The global artificial intelligence (AI) as a service market has been studied on the basis of a segmentation that includes technology, services type, organization size, software, and verticals.

By services, the Artificial Intelligence as a Service (AIaaS) market includes custom cognitive computing APIs, cognitive computing APIs, and conversational AI.

By technology, the market report benefits from a discussion of machine learning & deep learning and natural language processing.

By software, the market encompasses segments like cloud & web-based application, modeler & processing, data storage & archiving, and others.

By organization size, the Artificial Intelligence as a Service (AIaaS) market consists of SMEs and large enterprises.

By vertical, the market relies on a discussion encompassing manufacturing, healthcare, retail, BFSI, government & defense, telecommunication, and energy & power.

Get Free Sample Copy Report of Artificial Intelligence as a Service Market@ https://www.marketresearchfuture.com/sample_request/7059

Regional Analysis:

North America and Europe both regions are structurally in an advantageous position and enjoy a continuous influx of investment to support research and development projects, which would bolster their market presence. In Asia Pacific, China, Japan, and South Korea are expected to contribute in notable ways.

Competitive Landscape:

The global AIaaS Market is set to benefit from the strategic moves implemented by Google Inc., AWS, IBM Corporation, Baidu, SAP SE, Microsoft Corporation, Salesforce, Fair Isaac Corporation (FICO), Intel Corporation, BigML, Vital AI, Absolutdata, Fuzzy.AI, Craft.AI, Sift Science, Rainbird Technologies, Cognitive Scale, Mighty.AI, Yottamine Analytics, Centurysoft, and Datarobot Meya.AI.

Industry News:

In September 2020, Sage, the market leader in cloud business management solutions, revealed the first artificial intelligence (AI) powered application Sage Intacct cloud financial management system. Sage Intelligent Time is available online or can be downloaded as a mobile app, which would ensure a continuous, timely, and accurate insights to manage billable time in services-based businesses.

Sage Intelligent Time has a solid premise in AI-powered personal time assistants to ensure service professionals get a complete timesheet and this would help them in automatically reconstructing their workday.

In September 2020, Microsoft declared that it would collaborate with Australia’s neobank Volt and the deal would include Volt 2.0, a Banking as a Service (BaaS) platform, that is expected to release on 2021. The platform will ensure that it allows business partners of the neobank to offer full-service banking and payments to their clients. Volt 2.0 will just be an extension of pre-existing partnerships of the bank with various household brands. The bank will act with Microsoft and LAB3 engineers in Australia and overseas. The intent is to ensure a scalable, high performance, and trusted BaaS platform that secures data storage and advanced analytics capability and it will use the cloud computing service, Microsoft Azure.

During the COVID-19 crisis, the global market for artificial intelligence as a service is slated to benefit significantly as several companies, laboratories, and others are looking for various solutions for the disease using artificial intelligence.

Access Complete Report @ https://www.marketresearchfuture.com/reports/ai-as-a-service-market-7059

About Market Research Future:

At Market Research Future (MRFR), we enable our customers to unravel the complexity of various industries through our Cooked Research Report (CRR), Half-Cooked Research Reports (HCRR), Raw Research Reports (3R), Continuous-Feed Research (CFR), and Market Research & Consulting Services.

MRFR team have supreme objective to provide the optimum quality market research and intelligence services to our clients. Our market research studies by Components, Application, Logistics and market players for global, regional, and country level market segments, enable our clients to see more, know more, and do more, which help to answer all their most important questions.

In order to stay updated with technology and work process of the industry, MRFR often plans & conducts meet with the industry experts and industrial visits for its research analyst members.

Contact: Market Research Future 528, Amanora Chambers, Magarpatta Road, Hadapsar Pune – 411028, Maharashtra, India Email: [email protected]

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sandipanks · 5 years ago

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Salesforce For Law Firms: How Can It Help In Internet Marketing?

Salesforce is one of the best CRM platforms that utilize cloud-based apps for services, sales, and marketing. A law firm is not just an office space with a signboard. There is a lot more than what meets the eye- employees to look after, impeccable record maintenance, complex case management, etc. The time spent on looking after the administration can skyrocket which can make the independent lawyers wonder about joining a corporate law firm by keeping aside their ventures. Well, Salesforce for law firms can make life easier!

LEAP is a great solution that is cloud-based and can automate many admin tasks, freeing the lawyers so that they can shift their focus on the client services instead. To date, thousands of small law firms across the globe have signed up for LEAP. LEAP has extraordinarily high standards when it comes to technology. Powered by Salesforce, it provides clients the best services and aids the sales team to accelerate the closure of new deals.

As a law firm starts using LEAP, it is choosing to adhere to a better & efficient way of managing its business. Automated timesheets, paperless records, a mobile workforce, etc will make the management much easier. To make the transition smooth, LEAP starts nurturing prospects at an early stage with Pardot. The potential clients are fed with whitepapers & thought-leadership articles whenever their details are captured.

Here are the Top 5 reasons why Salesforce For Lawyers can act as a force-multiplier:

Track the ROI (return on investment) on several marketing & client development initiatives. By tying up your website & marketing strategies with Salesforce, you have greater control over every marketing dollar that is spent. Simply log in to a dashboard and check the number of leads generated by each campaign.

Contact Resource Management (CRM) tools help in deepening relationships with potential clients by tracking the conversations closely and their areas of interest. It allows for structuring the relationship-development efforts of your firm.

Salesforce can blend with the website inquiry forms seamlessly. By directing the leads of various kinds straight into Salesforce, a scalable database is created. Multiple attorneys can access it by logging in via the cloud. Instead of having leads directed to attorneys, it is a better option to have them organized in a database where they are scored & shared with the marketing agency.

It is possible to create customized document templates by tracking the frequently utilized forms & documents which can be retrieved & populated with data from the contact fields. In addition to that, Salesforce for attorneys can automate the task of updating the regular status to multiple clients.

Create reports to diligently detect the unfinished tasks which might cause a hurdle or the missing documents. Assign tasks easily to individual attorneys and other staff members with set deadlines as per the requirement of a particular case.

Conclusion –

Data quality & accuracy is a top priority, as one might expect from a legal organization. By leveraging LEAP and the connected suite of Salesforce, have comprehensive accountability & visibility into each and every client in the pipeline. Ksolves houses a team of Salesforce experts who can analyze your law firm’s requirements and offer the best salesforce solution for law firms.

#ksolves #salesforce #lawfirm

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legendarysolutions · 1 year ago

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What is jpetto? Introduction our service.

Features at launch will include:

* Create projects related to accounts/clients

* Create project teams with roles showing who is who and how to contact them

* Create sprints per project

* Create work items for projects (bugs, user stories, dev/admin tasks, etc., with progress tracking similar to tools like JIRA or Azure Devops)

* Generate timesheets automatically per user and pay period

* Log hours to work items per user

* Timesheet submission and approval processes

* Show project financial estimates based on project team hourly rates, estimated hours vs. budget, rate billed to the client, and billable vs. non-billable hours

* Custom-built messenger that links conversations to a single record, user, etc.

* Optional messenger integration with Slack so that each work item/client/etc. It can have its Slack channel, and communication can occur seamlessly between Salesforce and Slack at the record level

* Customer portal access (with salesforce digital experience licenses) to allow clients real-time access to project progress, work items, reports, dashboards, etc.

* Fully integrated and built on the Salesforce platform

Other features that are in development mostly done but just need final testing and refinement:

* Clockify integration to boost timesheet features and add things like productivity monitoring with screenshots throughout the day

* Quickbooks integration to autogenerate invoices based on hours logged, project rates, etc.

* Custom-built, drag-and-drop form builder fully native to Salesforce (similar to apps like form assembly, conga, etc.)

* Advanced admin and budget notification systems for things like what to do when a project budget has been reached (change hours to non-billable without client approval, send change requests for support, send requests for approved overages which then get automatically added to the overall budget, and more)

* Manager Dashboard that shows all accounts, projects, work items, logged hours, timesheet submissions, timesheet approvals, and more in a single dynamic view

Long-term goals/features

* B2B connector, so that a client org can install a lightweight connector that will allow them to see the same limited view of data related to the project in their salesforce instance. This would reduce the cost of licenses on the consultant since clients already have licenses, and allow them to see all of the data they could see on the portal as an alternative to help keep costs low for startups & SMB

* Integration with Teramind to provide integrated productivity tracking at a much deeper level than clockify can provide

* Potential features include tracking hours automatically per client based on the URLs used within a timeframe, apps used, conversations with users or emails based on domain names, etc.

* AI Integration(s)

* chatGPT or similar to assist with creating code templates and optimizing code that developers, project summaries and forecasts, etc, have written.

* Sales Cadences, similar to High-Velocity Sales or SalesLoft. Many clients have requested a feature but cannot afford the few options available right now.

* Additional integrations for the messenger such as ms teams, WhatsApp, etc

* Integration with google workspace

And that’s only the tip of the iceberg!

Now, this is all important to me because I want to help others take control of their business and do so in an affordable, reliable way. I don’t want to charge tens of thousands of dollars each month so that you can run your business. I want to provide a quality product that can deliver scalable core business features as your company grows. I want to provide users with innovative features, suggested and selected by end users, that cater to a range of needs affordably vs. singleton use cases for a premium price.

One of the significant advantages of Salesforce is that whatever feature you may need, it can be added by anyone with determination and time. That means the core features JPETTO provides can be near-infinitely expanded upon to fit your precise needs. For JPETTO clients needing assistance with such configurations, whether related to JPETTO or a completely different project or process, I plan to offer deeply discounted rates that fall well below the industry average for hourly development and customization support. I would much rather work with a company to help us mutually succeed than nickel and dime someone simply doing what they need to provide for themselves and their families.

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mortallypurplecloud-blog · 5 years ago

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TOP 15 RESOURCE MANAGEMENT SOFTWARES FOR 2020

In the bid to streamline your resources, you’ve finally decided that a powerful resource management software would be essential to effectively allocate, plan, track, and manage your resources. And thus begins your search for the best resource management solution. But with more and more enterprises understanding the importance of using a resource management tool, there is a sudden surge in the number of options available in the market. Project managers seldom have the time to browse through the available options and subscribe to the free trial of every tool they like. To make the selection easier, we have created a list of 15 of the very best of resource management solutions that you can consider in 2020.

Top 15 Resource Management Software for 2020

1. Float

Float Resource Scheduling Interface

Source- https://www.float.com/

The straightforward visual design teamed with a host of advanced features, integrations, and apps have made Float one of the most popular resource management solutions.

From drag-and-drop resource management, notifications and live updates, project budgets, time-off tracking to mobile apps for Android and iOS, Float offers several features to make resource management easier.

Multiple users can simultaneously log into the Float software and make changes to resource allocation. The live update feature always ensures that every team member can view the changes in real-time.

Top Features

Drag-and-drop resource scheduler

Team workload visualization

Live notifications and activity updates

Powerful reporting features

3rd party integrations

Pricing- $5/scheduled person/month

Free Trial- 30 days

Overall Score- 9.7

2. eResource Scheduler

eResource Scheduler Resource Scheduling Interface

Source- https://www.eresourcescheduler.com/resource-management-software

eResource Scheduler is a cloud-based scheduling software that is commonly used by top businesses all over the world. Thanks to its user-friendly, fully configurable dashboard, project managers can instantly have a bird’s eye view of all the vital information on a single screen.

The dashboard widgets can also be configured to provide information in different scales and units as required. Resource planning has a simple drag-and-drop design with features like Gantt Chart view for enhanced convenience.

The software also offers configurable resource utilization and availability reports to make the job of project managers easier and more efficient. eResource Scheduler is organized around REST API to ensure that it can be easily integrated with the existing systems of an organization.

Top Features

Drag-and-drop resource scheduler

Highly configurable

Utilization and availability reports

REST API for 3rd party integrations

Innovative pay-as-you-go billing

Pricing- $5/resource/month

Free Trial- 14 days

Overall Score- 9.7

3. Hub Planner

Hub Planner Resource Scheduling Interface

Source- https://hubplanner.com/

The next top resource management solution is Hub Planner. The beautifully designed software comes with a host of resource management features, like multiple views (team, project, resource), split tasks, drag-and-drop resources, budget tracking, sick days, holidays, and more.

Apart from resource management, the tool also comes with a dynamic dashboard, timesheets, reporting tools, and approval workflow and iCal integration. There is also a task module that can be used by project managers to brief their resources.

The software also has an open API so that you can access resources, projects, holidays, groups, milestones, bookings, timesheets, and more, and do something innovative with the available data.

Top Features

Simple drag-and-drop resource allocation interface

Location and skills matching

Heat map for effective resource management

Innovative features like timesheets, vacation requesting, and budget management

Open API for accessing projects, groups, timesheets, and more

Pricing- $7/resource/month

Free Trial- 60 days

Overall Score- 9.5

4. Resource Guru

Resource Guru Resource Scheduling Interface

Source- https://resourceguruapp.com/resource-scheduling

Resource Guru comes with a host of resource management features to help project managers make timely decisions. Some of the top features of the software include custom views, availability indicator, calendar-styled resource management interface, utilization, overtime tracking, and reporting.

With team collaboration and resource management teamed together on a single screen, Resource Guru prevents resource conflicts and adds more transparency and efficiency to the resource management process. Every team member gets custom access to their dashboard so that they are always fully aware of the task they should be working on.

All of these powerful features have made Resource Guru one of the most popular resource planning solutions, which is used by the likes of Apple, UBER, CISCO, NASA, AT&T, Deloitte, and several other top organizations.

Top Features

Smart calendar for instant team visibility

Easy drag-and-drop scheduling

Time-off tracker

Powerful reporting features

Daily emails and personal dashboard for every team member

Pricing- $2.50/user/month

Free Trial- 30 days

Overall Score- 9.4

5. Saviom

Saviom Resource Scheduling Interface

Source- https://www.saviom.com/resource-management-software.php

If you are aiming to enhance the efficiency of your resources, Saviom can be a smart solution. The advanced resource management software comes with multiple modules to better manage the capacity and scheduling of the available resources.

It also comes with dynamic analytics and reporting features to help project managers make informed decisions and maximize the productivity of the team members. Custom reports can be generated and exported in PDF and Excel formats for easy sharing.

The tool comes with an intuitive drag-and-drop scheduling feature that enables you to manage multiple resource types simultaneously. Project managers can also use the resource forecasting feature of Saviom to improve the effectiveness of their resource management further.

Top Features

Single dashboard for tracking multiple resources

Drag-and-drop resource scheduling

Separate module to manage leaves and holidays

Automatic conflict notifications

Resource forecasting for detailed future insights

Pricing- Only available on request

Free Trial- 4 weeks

Overall Score- 9.2

6. Mavenlink

Mavenlink Resource Scheduling Interface

Source- https://www.mavenlink.com/tour/online-resource-planning-software

# 6 on this list of top resource management software for 2020 is Mavenlink. The enterprise-level tool comes with advanced resource management and project planning features to help project managers efficiently manage their teams.

The software has built-in native project templates that can be used in multiple scenarios to add more transparency to the resource scheduling process. It also has features to forecast the resource estimates to help project managers track profit margins and analyze the resources negatively impacting the business profits.

Based on the current resource capacity, Mavenlink also enables you to do what-if analysis to help you forecast resource needs and availability of the future.

Top Features

Skill-based resource finding

Native templates for various projects

Forecasting resource availability

Tracking profit margins

Instant collaboration with activity feed

Pricing- $19/5 users/month

Free Trial- 10 days

Overall Score- 9.2

7. Teamdeck

Teamdeck Resource Scheduling Interface

Source- https://teamdeck.io/features/resource-scheduling/

Teamdeck is an all-in-one resource management software that combines resource scheduling, leave management, and time tracking. The user-friendly calendar view of the software makes it easier for the users to spot availability of the resources, monitor resource timesheet, and add bookings.

Teamdeck also allows you to generate custom reports to help you analyze utilization of the available resources, calculate KPIs like ROI and productivity rate, and create payroll and budget reports.

Once the report is generated, it can then be shared from within the software either by adding managers and team members to the report or by exporting the report through public links. With public links, even people who currently don’t have access to Teamdeck can view the reports.

Top Features

Drag-and-drop scheduling with intuitive calendar view

Timesheets and time tracking

Leave management

Forecast availability of resources

Advanced reporting tools for creating customized reports

Pricing- Free for up to 2 users; $3.99/user/month for more than 2 users

Free Trial- 7 days

Overall Score- 9.1

8. Forecast

Cross Project Timelines in Forecast

Source- https://www.forecast.app/platform/operations

If you want your resource management software to have an intuitive and visually impressive interface, you should check out Forecast. The software uses innovative cross-project timelines to help you easily manage resources working on multiple projects from a single screen.

It also has built-in timesheets and time tracking features that can be used to manage invoices effectively. Even the project budget and expenses can be easily tracked with Forecast. You can also create custom project progress reports with real-time data to optimize productivity and business performance.

The software also comes with several integration options like QuickBooks, Salesforce, Jira, and more. But as compared to most other resource management tools on this list, Forecast is more expensive.

Top Features

Innovative cross-project timelines

Budget and expense tracking

Drag-and-drop resource scheduling

3rd party integrations

Mobile app for Android and iOS

Pricing- $25/user/month

Free Trial- 14 days

Overall Score- 9

9.10,000ft

10,000ft Resource Scheduling Interface

Source- https://www.10000ft.com/resource-planning

Part of Smartsheet Inc., 10,000ft, is also a popular resource management software that you can consider in 2020, especially if you are a marketing or advertising agency. The tool efficiently combines deep analytics with big-picture context to an intuitive design to make project management more effective and time-efficient.

While the software comes with all the popular features like drag-and-drop resource scheduler and powerful dashboard, what sets it apart is its ability to match resources with projects. The feature ensures that project managers can find the right resources for every particular project or task.

It also allows users to create detailed reports with real-time data on resource utilization, current/future projects, availability, clients, and more.

Top Features

Automatic resource and project matching

Drag-and-drop resource scheduler

Powerful and fully configurable dashboards

Advanced reporting features

Expense and time tracking

Pricing- $10/user/month

Free Trial- 30 days

Overall Score- 9

10. Liquid Planner

Liquid Planner Resource Scheduling Interface

Source- https://www.liquidplanner.com/

#10 on this list of top resource management software solutions is the very popular Liquid Planner. Used by top businesses all over the world, the software comes with all the basic and advanced features that you’d expect from a sophisticated resource management tool.

One of the biggest pros of using LiquidWeb is its straightforward design and functionality. The software is easy to use, and there are no complex features or customization settings to unnecessarily make things complicated.

The software can also generate reports on resource workloads to help you easily monitor the allocation of tasks and team capacity. It also has a built-in resource leveling feature to help you make sure that none of the resources are under- or over-utilized. But Liquid Planner is again not a budget-friendly option, especially if you are a small business or agency.

Top Features

Simple and straightforward design

Drag-and-drop resource scheduling

Resource workload reports

Resource leveling

Automatic rescheduling

Pricing- $45/user/month

Free Trial- 14 days

Overall Score- 8.9

11. nTask

nTask Resource Scheduling Interface

Source- https://www.ntaskmanager.com/product/

Freelancers and small agencies looking for a free resource management software are sure to benefit from nTask. It is a dynamic project management tool that comes with a few resource management features too.

While the software lacks the advanced features that many of the solutions listed in this post come with, even the basic features are adequate to get the job done. It allows you to fix hourly rates based on individual tasks, projects, or resources.

The software also comes with timesheet management and time tracking to help project managers track project activities and the time spent by each resource on a particular task or project. Moreover, there are also paid plans that come with added features like bulk actions, sorting, custom filters, risk management, dedicated cloud, and more.

Top Features

Free project management tool with up to 100MB storage

Timesheet management and time tracking

Fix hourly rates for resources, tasks, and projects

Drag-and-drop resource scheduling

Prioritization feature for urgent tasks

Pricing- Basic plan is free and paid plans start at $2.99/user/month

Free Trial- Basic plan can be used for free

Overall Score- 8.8

12. Elapseit

Elapseit Project Management Interface

Source- https://elapseit.com/features/real-time-stats/

The next top resource management software is Elapseit. The online software makes the task of resource allocation and management a breeze with the help of its dynamic set of resource planning features. The resource planner allows you to assign resources based on tasks, projects, or phases.

It has a user-friendly interface with a drag-and-drop resource scheduler for complete convenience. The tool also considers bank holidays and vacation days of the resources while also avoiding the problem of resource conflicts and over- or under-utilization of the resources.

There is also a leave planner with the help of which project managers can approve leave requests directly from the software, and the same will be automatically updated in the planner. Moreover, with its available capacity feature, you can also instantly know whether or not you have the required resources to take up new projects.

Top Features

Resource assigning for tasks, projects, and phases

Drag-and-drop resource allocation

Leave planner with built-in approval option

Available capacity feature to better manage new projects

Kanban board for improved collaboration and task management

Pricing- $7/user/month

Free Trial- 30 days

Overall Score- 8.8

13. Harvest

Harvest Time Tracking Interface

Source- https://www.getharvest.com/features/team

Time tracking can get very complicated and time-consuming while working on multiple projects simultaneously. If your team is regularly involved in various projects, the advanced time tracking features of Harvest can definitely help.

The resource management software enables you to generate detailed reports from your timesheets. The reports can then be used by the project managers to track the performance, billable hours, and overtime of the team members while also effortlessly monitoring the progress of the project.

It can also be integrated with its sister product, Forecast, that is listed above to schedule the resources and monitor their workload. The tool also has Android and iOS mobile apps, Safari and Chrome extensions, and a nifty little desktop time tracker.

Top Features

Resource management tool with focus on time tracking

Can be connected to Forecast resource management tool

Timesheets can be used to generate detailed reports

Mobile apps and browser extensions available

Integrations with CRM, project management, issue tracking, and accounting tools and services

Pricing- $12/user/month

Free Trial- 30 days

Overall Score- 8.7

14. Productive

Productive Resource Management Interface

Source- https://www.productive.io/tour/resource-planning/

With features like employee cost management, time tracking, profitability reporting, and budgeting, Productive is sure to eliminate the complexities of resource management to a major extent. To help project managers make informed decisions, the software also helps you generate progress reports with estimates of revenue from all the different projects.

It also comes with all the standard basic features such as multiple views (resource, task, project), timesheet, time tracking, leave management, and integration with tools and services like QuickBooks, Zapier, and Xero. Moreover, it has an open API for added integrations.

It also has resource indicators to help project managers know if any of the resources are over- or under-utilized. Moreover, the developers of the software regularly add more features and improve the current ones to make Productive one of the best resource management solutions.

Top Features

Powerful all-in-one resource management solution

Project reports with revenue estimates

Booking indicators for over- and under-utilized resources

Active development ensures regular updates and new features

Wide range of integration options along with open API

Pricing- $12/user/month

Free Trial- 14 days

Overall Score- 8.6

15. Ganttic

Ganttic Resource Scheduling Interface

Source- https://www.ganttic.com/

#15 on this list of top resource management software for 2020 is Ganttic. The popular resource management solution can be used by project managers to track resources, projects, and individual tasks. The calendar view of the tool makes it easier for the managers to work on resource timesheets, workloads, and schedules.

The Gantt charts generated by the tool help you monitor projects, add dependencies if required, and set new and recurring tasks. The reports can also be exported in PDF and CSV formats. Moreover, there is also an option to automate reports which the tool can deliver on a daily or weekly basis.

The innovative Matrix planning feature of Ganttic enables you to rotate the resource planner, allowing you to view tasks and allocations from the perspective of the projects and resources. Last but not the least is the fact that Ganttic is a free resource management tool. Teams with up to 10 members can use the software for free. Paid plans are available for bigger teams.

Top Features

User-friendly calendar view with drag-and-drop scheduling

Resource grouping and filtering

Advanced Gantt charts with the option to export them in PDF and CSV formats

Automated reports

Matrix planning for in-depth project and resource analysis

Pricing- Free for up to 10 members and paid plans start at $25/20 resources/month

Free Trial- 14 days

Overall Score- 8.5

Conclusion

These are 15 of the best resource management software that you can consider for a successful 2020. Have you ever used any of these solutions in the past? Any other software that you’d like to recommend?

Do share your experience and recommendations in the comments section below.

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marketsnmarkets39 · 6 years ago

Text

Professional Services Automation Market to Touch New Height USD 1,244.8 Million By 2022

Professional Services Automation (PSA) is adopted by companies across the globe, due to the growing need for scalable and flexible PSA solutions and standardizing the PSA processes. Hence, PSA providers, with advancements in SaaS Technology, are enhancing their solutions to boost their revenue growth. Strategic partnership is an important strategy adopted by the key market players to develop new services and gain traction in the PSA market. MarketsandMarkets expects the PSA market to grow from USD 716.5 Million in 2017 to USD 1,244.8 Million by 2022, at a Compound Annual Growth Rate (CAGR) of 11.7% during the forecast period

Download PDF Brochure @ https://www.marketsandmarkets.com/pdfdownloadNew.asp?id=232788827

PSA includes project management, project accounting, timesheet and expense management, billing and invoice management, analytics, resource management, opportunity management, and contract management. Major vendors of PSA include Autotask Corporation (US), Changepoint Corporation (US), FinancialForce (US), Microsoft (US), Atlassian (Australia), ConnectWise (US), Kimble Applications (UK), Mavenlink, Inc. (US), Oracle (US), SAP (Germany), Upland Software (US), Projector PSA (US), Project Open Business Solutions S.L (Spain), and Kaseya Limited (US). These players have adopted various strategies, such as partnerships, collaborations, agreements, mergers and acquisitions, and new product developments, to achieve growth in the PSA market.

FinancialForce (US), with a significant presence in the Professional Services Automation market, is aspiring to become the top market provider of PSA solutions focusing on resource management, project management, talent management, sales management, reporting and dashboards, time and expense management, and sales engagement. In September 2016, FinancialForce introduced an app called as Wave, powered by Salesforce Wave Analytics, for PSA. This app allows users to gain business intelligence, have backlog visibility, and billing forecast from any device. In March 2015, FinancialForce expanded its operations in New Zealand and Australia. This expansion allowed the company to expand user base and to cater to the increasing cloud adoption in the area.

Changepoint Corporation (US) is another top player in the PSA market. The company provides specialized solutions for each of its offering, such as Daptiv for project portfolio management, Changepoint for PSA, and barometerIT for enterprise architecture solutions. In June 2016, Changepoint Corporation launched a new Daptiv TTM application, an enhanced solution for team task management. Daptiv TTM provides users with features, such as timesheet submission application for team members, time entry, and task management.

Browse Complete Report @ https://www.marketsandmarkets.com/Market-Reports/professional-services-automation-market-232788827.html

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MarketsandMarkets™ provides quantified B2B research on 30,000 high growth niche opportunities/threats which will impact 70% to 80% of worldwide companies’ revenues. Currently servicing 7500 customers worldwide including 80% of global Fortune 1000 companies as clients. Almost 75,000 top officers across eight industries worldwide approach MarketsandMarkets™ for their painpoints around revenues decisions.

Our 850 fulltime analyst and SMEs at MarketsandMarkets™ are tracking global high growth markets following the "Growth Engagement Model – GEM". The GEM aims at proactive collaboration with the clients to identify new opportunities, identify most important customers, write "Attack, avoid and defend" strategies, identify sources of incremental revenues for both the company and its competitors. MarketsandMarkets™ now coming up with 1,500 MicroQuadrants (Positioning top players across leaders, emerging companies, innovators, strategic players) annually in high growth emerging segments. MarketsandMarkets™ is determined to benefit more than 10,000 companies this year for their revenue planning and help them take their innovations/disruptions early to the market by providing them research ahead of the curve.

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MarketsandMarkets™ INC.

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Visit Our Website: https://www.marketsandmarkets.com

#Professional Services Automation Market

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clarencenicholsonata · 6 years ago

Text

20 Best Must-Have Slack Apps (Paid & Free)

I’ve worked both remotely and in a cluttered office space. One thing I learned in both places is that team communication tools either help you to successfully execute your projects, or leave your entire department in disarray.

Slack is one of the best tools to communicate and organize your team and projects all in one place. Since it was released in 2013, it's grown to be one of the most trusted team collaboration tools, with massive brands like AirBnB, Shopify, Target, and Lyft on its client roster.

What makes Slack so easy to work with is the freedom to integrate other tools and software focused on improving project management, customer service, coding, and more.

Instead of searching through Slack’s App Directory and experimenting with app after app, only to go through endless trial and error, I've listed 20 of the best Slack apps to boost productivity for you and your team.

1. nTask

Site: nTask

Free: Free basic account

Price: Upgrade at $2.99/monthly per user.

Background: nTask is a task management tool that's designed for tracking issues, giving feedback, and managing various teams and projects along with added features like:

Time Tracking & Timesheets

Meeting Management

Issue Tracking

Risk Management

Pros & Cons: nTask, like most Slack apps, provides a seamless integration so you can start working on your projects right away. nTask support provides you with online tutorials so you can find your way around its user-friendly platform. You can create a checklist, schedule meetings, share files, and give feedback on individual projects.

However, nTask doesn't have a timer for its time management features. Sometimes you'll have to switch platforms between Slack and nTask’s desktop platform to make updates or assign multiple or complex tasks.

2. Time Doctor

Site: Time Doctor

Free: Free trial available

Price: Starting at $9.99/month

Background: Time Doctor is one of the most optimized Slack management tools out there. Unlike most management apps made for small or large teams, Time Doctor offers features that can work for single freelancers and sizeable organizations alike.

Pros & Cons: At first glance, the Time Doctor App looks like a simple time management app. On closer examination, it proves to be a project manager’s swiss army knife. Capabilities include:

Real-time tracking (with a timer)

Assigning and receiving updates on task

Chat monitoring and screenshots

Detailed client reporting

Payroll management

Attendance and break tracking

Combine Time Doctor with other add-ons like Salesforce, Google Drive, and Dropbox for extra horsepower.

The only cons to this app are the time-consuming and complex processes required to merge your current business account and HR information with the Time Doctor, and then slow integration with Slack.

Reviews on the mobile app haven't been all that great either, which means it might not be a fan favorite. Nonetheless, you should still try it out for yourself before making a decision.

3. Wonder

Site: Wonder

Free: Free Forever

Background: If you're tired of placing sticky notes and staring every single item in your Slack chat, Wonder is the perfect app for you.

Pros & Cons: Wonder is a hybrid of post-its and voice notes to help remember passwords, terms, and anything else. The only con I've found so far with this app is that installing it requires a wait time. You'll have send a request through Wonder’s home page and then wait for Slack to approve it.

4. Dropbox

Site: Dropbox

Free: Free trial available

Price: Starting at $12.50/month

Background: Dropbox has always been rival to Google Drive, and after its brand and user interface refresh in May 2019, it added a few features to make your Slack and Dropbox integration flow better than ever before.

Pros & Cons: You can easily share files straight from Slack to Dropbox and vice versa without switching from platform to platform. You'll receive updates on changes or documents shared with your teammates. There are not many cons to Dropbox, as the features are limited to saving, editing and sharing documents.

5. Tettra

Site: Tettra

Free: Free account available

Price: Starting at $39/month

Background: If you run a customer service or technical support agency, Tettra is the perfect Slack app for managing your knowledge base and finding every FAQ answer in record time.

Pros & Cons: If you have an information driven team then Tettra, previously known as Tettra Wiki, is made for you. It’s your very own Wikipedia, tailored to your company's policies, procedures and more.

Tettra gives you the option to make individual pages public or private, give read-only or editing access, and provides content analytics for each page, question or document, so you can improve along the way.

You can also search and share answers from Tettra in Slack without leaving the platform. Tettra goes a step further to provide your team with automated content suggestions so you can optimize your knowledge base.

It does take some time to connect to Slack, and you have to be very careful with how you structure your knowledge base over time, page permissions and access.

6. Statsbot

Site: Statsbot

Free: Free account available

Price: Starting at $45/month

Background: With the help of SQL and Javascript, Statsbot turns your raw data sources into data your team can analyze, monitor, and track.

Pros & Cons: This is one of the best data analytics tools, next to Google Analytics, except that it easily allows you to streamline, share, and access reports in Slack. Statsbot provides reports like

Predictive Analytics

Profit Analysis

Trend Indicators

Financial Forecast/Budget

You can schedule what time you'd like to get your reports or export them as you need them. Statsbot also allows you to set up notifications or alerts you automatically when there's a spike or unusual activity in data for specific reports, so you're ahead of the curve.

You can get reports as detailed as they can be, or you can simplify them to share with teammates who might not be as keen on reading through massive data sets.

The main drawback is that set up may be a bit complex if you're not used to inputting or driving aggregate data through an analytic system. The cost to access features, reports and adding teammates is also pretty pricey.

7. Donut

Site: Donut

Free: Free account available

Price: 10 user minimum for $49/month

Background: Donut is a Slack app that's centered around providing a smooth onboarding process and features to help build company culture.

Pros & Cons: Donut provides custom onboarding services and features for new hires and stakeholders in HR, sales, and engineering right in Slack.

A significant pro that attracts most people to Donut is their team building features. For example, Donut will randomly pair employees from other teams that don't know each other well and let them schedule a coffee break with them, or collaborate for light projects using Slack commands like #coffee-buddies, #lunch-pals, or #donut-friends-forever.

Small, in-app nudges like this help to make team building and growing company culture more engaging and fun rather than obligatory meet and greets for medium and large organizations.

The only con is that you'll have to pay to play with Donut. To get access to most, if not all, of its best features, you'll have to upgrade your account.

8. Quip

Site: Quip

Free: Free trial available

Price: Starting at $10/month (with $12 per user)

Background: Quip, known for being Salesforce’s partner in crime, is also a great Slack app for project collaboration and sales management.

Pros & Cons: You can use Quip to organize, edit, and share documents, sheets, or client projects to get work done as a team with Slack’s direct messaging feature. You can also share workspaces, feedback, or communicate on the document as your team works alongside each other.

The only con is that Quip is mainly another version of Google Docs, except for its detailed user dashboard and more engaging project collaborations. The only advantage is that you can integrate more apps with Quip + Slack to streamline your workflow.

9. Asana

Site: Asana

Free: Free account available

Price: Starting at $9.99/month

Background: Asana is a Wishpond favorite, so our review may be a bit biased. But you can't blame us; Asana is one of the best work management platforms out there. It helps our team stay focused on the goals, projects, and daily tasks to start and finish the month organized and on a high note.

Pros & Cons: Asana allows you to set deadlines, assign projects to team members and add comments, updates, or remarks so you can track each project progress. You'll also get email updates if any changes or projects are submitted.

Asana offers a "Workload" feature where you can view what projects your coworkers are working on, and what their workload for the day, week or month looks like so you can reassign or reschedule tasks accordingly.

The only con is that Asana on its own isn't that great, you're just left with a workflow and project management app. With its integration with Slack, you'll get to experience the full wonders it has to offer your team.

10. Kyber

Site: Kyber

Free: Free account available

Price: Starting at $3/monthly + 14-day free trial

Background: Kyber is an affordable team management app that helps you to keep track of your project in Slack.

Pros & Cons: Kyber is similar to Asana, but with team polls and surveys, and gives you the option to plan meetings right in Slack. You also have access to a Kyber dashboard where you can monitor and add tasks for your teammates.

Kyber gives you the option to send yourself a morning task list, task reminders (plus recurring reminders) and project status so you can see what's on your plate when you start and end your day.

Kyber does offer team collaboration, but its strong suit is really in personal productivity more than anything else.

11. Maker.io

Site: Marker.io

Free: Free trial available

Price: Starting at $49/month

Background: Marker.io is a troubleshooting app that helps you to solve any issues, catch bugs and technical issues with Slack

Pros & Cons: You can use Marker.io to find issues your team may be having with Slack without going straight to your developer.

This app also gives you the option to share or take partial screenshots. Marker.io also sends you detailed troubleshooting reports and resolutions so you can see if you can resolve the issue on your own before passing it along to your technical team.

One of Marker.io’s best features is that you can integrate Marker.io + Slack + other apps for a 360 approach to project management, using Trello, Asana, GitHub and Jira Software, to name a few.

12. Lever

Site: Lever

Price: Request a custom quote

Background: Lever is a popular recruiting platform that helps you to find the right candidate with the help of Slack, allowing you to recommend or list requirements for potential hires. Lever is essentially HR meets Slack.

Pros & Cons: Used by top brands like Shopify, Netflix, and Lowes, it's become one of the most trusted recruiting software names to date. Don't just take our word for it: Lever was awarded as a G2 Leader in Spring 2018, along with taking home Capettera's Best App for Ease of Use 2018 award, showing that Lever put its money where its mouth is.

Lever provides features to ensure that you recruit the best of the best, allowing interviewers to provide direct feedback to each candidate, transition the onboarding process and allowing team members to give input on candidates to see who'll be the best fit for their team.

Lever also offers advanced recruiting features like an interview kit, integration with LinkedIn Recruiter, and caps your candidate headcount so you can limit offers. You can also boost employee referrals with trackable social links just like LinkedIn.

The main drawback is that you'll need additional accounts like LinkedIn and apps/software to optimize Lever, along with its high prices. But depending on what you're recruiting needs are, it might just fit the bill.

13. Stripe

Site: Stripe

Price: 2.9% + 30¢ per successful card transaction

Background: Stripe is a payment app that allows you to accept, track or refund payments through Slack.

Pros & Cons: Stripe offers ecommerce and online payment integrations and free API to build a custom ecommerce experience. You can also set up a recurring subscription and invoicing with the option to connect your Quickbooks account.

A major con is that the more you integrate Stripe with other payment options (for both local and international) the more fees you attract. Stripe also doesn't accept PayPal payments, which can put you at a disadvantage since many global shoppers use PayPal to make purchases.

It also isn't fitting for business looking for a single processor for online and offline payments. Think of it as an extension, like Mastercard, Apple Pay, or Visa.

14. Timebot

Site: Timebot

Free: Free account available

Background: Time bot is time management app you and your team can use in Slack to track your work, projects, and days off.

Pros & Cons: Timebot is an HR friendly tool for Slack, allowing you to know who's on sick leave or vacation. You can also request time off, call in sick, or track your project time - all without leaving Slack.

A major pro for Timebot is that you don't need any extra programs to track your time, which makes it perfect for team managers, supervisors and your HR team so that communication and management can be requested and accepted effortlessly.

15. Monkey Test It

Site: Monkey Test It

Free: Free account available

Price: Starting at $9/month

Background: Monkey Test is an app that looks for bugs, broken links, missing images, and any other issues you might be having with your Slack or website.

Pros & Cons: Monkey Test It allows you to easily schedule tests and get notified for bugs or issues that need to be resolved. It also provides API integration

If your business needs high volume testing, checking and monitoring your Firewall/Intranet access or white labeling, you can request a custom plan from Monkey Test It.

16. Google Calendar

Site: Google Calendar

Free: Free account available

Background: Manage your meeting, work hours, projects, and plan team collaborations with Google Calendar through Slack.

Pros & Cons: If you live on Google Calendar, then you're in luck! You can integrate your current Google Calendar with Slack without switching back and forth between the two platforms. You can book your Google calendar events and Hangout meetings in Slack. When the time is approaching, Slack will send you a notification to let you know.

17. Voicea

Site: Voicea

Free: Free account available

Price: Starting at $7.99/month

Background: Voicea is an enterprise voice assistant (EVA) bot that helps to record your notes, meetings and saves your most important information through Slack.

Pros & Cons: When you add Voicea as a meeting attendee, it syncs with your Google Calendar, so it's in the meeting ready to record notes when you are. It also comes with a mobile app you can use for on-the-go meetings.

You can track internal, interviews, research, and customer meetings all at once or over several online meeting platforms, which gives you the flexibility to keep track of your sessions no matter what platform you use. It also comes with a simple interface and integration so you can get started right away.

The drawback of Voicea is that it doesn't work very well if you're in a room with multiple people talking via one device. Not everyone likes having their meetings recorded, so you'll have to ask for permission ahead of time.

18. Paymo

Site: Paymo

Free: Free 15-day trial available

Price: Starting at $9.56 /user/month

Background: Paymo is a great app for businesses or freelancers for invoicing, task management, and more.

Pros & Cons: You can create a to-do list, time tracking, detailed reports, and invoices with Paymo, all through Slack. Paymo also gives you the option to develop milestone tracking and customizable templates to share with your team or clients.

New to Paymo? They have responsive customer service and an online academy to help you with common FAQs you might have. The con is that you'll have upgrade to access the best features Paymo has to offer.

19. Standuply

Site: Standuply

Free: Free account avaiable

Price: Starting $7/month

Background: Standuply is a team management app that helps your team to keep updates on who's doing what with daily updates.

Pros & Cons: Standuply is made for remote workers or busy team members who want better communication, less meetings, and an active company culture. Standuply sends scheduled meeting messages to each team member asking them what they did yesterday and what they'll do today. You can also track team performance through Standuply through Slack.

You can also set meetings and reminders based on your team members time zones. You can also integrate Standuply and Slack with other apps like Giphy, Product Hunt, Medium, and more.

The only con Standuply has is that it's not as customizable as you would like it to be, but it gets the job done.

20. Harvest

Site:Harvest

Free: Free account available

Price: Starting at $12/month

Background: Harvest acts as a time management tool that allows you to track time and invoices so you can manage your logged hours.

Pros & Cons: If you're a freelancing company or service that gets paid by the hour, Harvest can help you to get paid, manage your hours, and bill your clients seamlessly. You can also integrate payment apps like Quickbooks, Paypal, and more, so you can sync and invoice payments in Slack without leaving.

Once you've integrated Harvest with Slack, all you need are a few Slack commands to get started. You can also view your hours and payments in Slack.

There have been some comments about the user interface on Harvest online platform when compared to using the app on Slack, but I think that's more of personal preference.

Summary

Have any other apps in Slack that you’ve loved using? Comment below! We’d love to hear them!

Wishpond knows how important efficiency, time management and usability are. That’s why our software has been designed to do the heavy lifting - marketing automation, email management, lead tracking and analytics, and more!

To get started, you can book a free 1-1 webinar to learn how we can help your marketing team save time and boost your ROI: just click here!

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yourtechie · 6 years ago

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Odoo integration & migration

You can hire odoo developers from Confianz Global (ODOO GOLD PARTNER IN THE US) to develop odoo modules and for odoo customization & implentation at affordable rates. In addition, they also provide odoo integration and migration services according to your needs and supports you throughout the entire project.

Odoo/Open ERP is an open source Enterprise Resource Planning Software. You can customize this software according to your company needs. More over, it has almost all the modules needed for an organization. Odoo Modules or Odoo Apps enhances the functionality of an Odoo ERP Software. If you are looking for additional functionality in Odoo, you can easily add it from Odoo App Store. You can find numerous apps which will suite your requirement at the App Store - Official link Odoo Enterprise comes with the following Core apps: Website Builder, Customer Relationship Management (CRM), Inventory, Invoicing, Manufacturing, Sales, Accounting, E-commerce, Helpdesk, POS, Appraisal, Notes, Product Lifecycle Management (PLM), Projects Quality, Purchase, Employees, Attendances, Recruitment, Expenses, Dashboards, Contacts, Documents, Leaves, Internet of Things, Messaging, Marketing Automation, Forecast, Subscriptions, Signature, Barcode, Timesheets, VOIP, Odoo Studio, Website Live Chat, Surveys, Email Marketing, Lunch, Maintenance, Calendar, Appointments, Blogs, Online Jobs, Slides, Forum, Fleet Management, Events, Live Chat and Repairs. Some of the best Odoo Apps include: 1. Amazon Odoo App - syncs data between Amazon & Odoo. 2. Walmart Odoo App - syncs data between Odoo & Walmart. 3. Chewy Odoo App - syncs data between Odoo & Chewy. 4. Odoo PrestaShop Connector - Helps in data transfer between Odoo & Prestashop ECommerce platforms. 5. Odoo Magento Connector - syncs data between Odoo & Magento. 6. Shopify Odoo App - helps easy data transfer data between the two. 7. Odoo Salesforce Connector - Syncs in real time between Odoo & Salesforce. There are so many paid apps as well as some free apps. You can go for one according to your budget & preferences.

If you need any assistance in Odoo develoment, hire our odoo developer!

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projectmanagementtcom-blog · 6 years ago

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Project Management Software Compatible With Sales Force

New Post has been published on https://www.projectmanagementt.com/project-management-software-compatible-with-sales-force/

Project Management Software Compatible With Sales Force

Project management software compatible with sales force, is it true?

It is true that project management helps in achieving consistent brand communications and excellence in customer experiences.

If you wish to achieve the consistency throughout the customer journey, then you should use sales force for project management. Project management software compatible with sales force are much in trend these days due to its utility and benefits. By this, you can create customer stories by bringing together customer facing teams.

Project management software compatible with sales force and much more

This software helps in brining cross departmental alignment and individual departments also. Project teams in B2B can also use project management tools to incorporate sale force to track project time and expenses

Features to look for

Below are few features which should be considered during if you are considering project management software which is compatible with sales force.

It is good in listing tasks, sub tasks and milestones.

It has tools for managing and tacking tasks.

It has convenient views of project structures.

It has collaboration features.

It has document sharing capabilities.

It has the ability to report on task statuses.

It has interfaces to optimize mobile devices.

Strengths and weaknesses

Project management software compatible with sales force can be used for almost all the tasks. This can also be customized from end to end project management. Below points can be considered when you are reading about this topic.

Sales force can be used to create and assign tasks to one or multiple users.

Sales force doesn’t support managing tasks dependencies. So, when the due date is amended, dependent task stay unchanged.

All the tasks can also be bought together without even customizing the sales force.

There is a tool known as sales chatter which very important tool for collaborating on projects is. It includes activities and feedbacks also.

Project teams can also use out of the box document management capabilities in order to create and exchange documents.

Sales force provides a powerful drag and drop report builder also along with the feature of customized dashboard.

The app allows project team members to access the system at any time from any devices.

Short and long of it

It can be said that the sales team relies on the help of cross functional teams in order to close deals and support customers. So, sales team is needed to coordinate all the moving parts which results in completion of the tasks and better team work. When sale force is combined with and is compatible with the project management, then half of the work is done. It is easy to handle the task, manage people, time is reduced, cost is reduced and better control over the work is achieved. This was the deliverables are achieved and shocks are handled easily. This is an upcoming trend and gaining popularity nowadays.

TOP 50 SALESFORCE PROJECT MANAGEMENT TOOLS AND SOFTWARE SOLUTIONS

1. Smartsheet for Salesforce

@Smartsheet

For cloud-based project and task management, Smartsheet is a solution that offers a combination of online project management and CRM. Track projects, task lists, and other work in Smartsheet while linking Smartsheet projects to key Salesforce customer records.

Key Features:

Import from Microsoft Project or Excel

Multiple levels of tasks

Single sign-on from Salesforce

Share project sheets and attached files with anyone inside or outside your Salesforce account

Cost:

Basic: $14/month paid annually – For individuals coordinating a project or tracking information, people, or tasks, unlimited collaborators, Gantt charts, and mobile access

Team: $39/month paid annually – For a team with 3 to 50 people coordinating work of all kinds, starts at $13/user, multiple creators, user management, and reporting

Enterprise: Contact for a quote – For enterprises from dozens to thousands, managing work of all kinds, single sign-on, automated provisioning, and dedicated account manager

WORK[etc]

@WORKetc_support

WORK[etc] is a Salesforce project management tool that integrates CRM, project management, billing, HelpDesk, and more into a cloud platform. With WORK[etc], teams collaborate and track projects efficiently.

Key Features:

Sync contacts and leads from WORK[etc] with Saleforce

Gmail integrated

Create sub projects and tasks that trigger when others are marked complete

Manage in 8 different real time project views including Gantt charts, project trees, and real-time activity streams

Cost: FREE trial available for 14 days

Starter: $78/month – 2 user maximum, 2,000 contacts, 3GB storage

Team: $195/month – 3 users included, each extra user adds $49/month, 10,000 contacts, 15GB storage, plus social media, email marketing, customer portal, accounting integrations, and more

Foundations: $395/month – 3 users included, each extra user adds $59/month, 20,000 contacts, 50GB storage, all Team plan features, plus contractor portal and deep reporting

TaskRay

@bracketlabs

Also available in the AppExchange and used by more than 500 Salesforce customers, TaskRay makes it possible for teams to quickly track, manage, and communicate. A shared to-do list with drag-and-drop features, TaskRay easily integrates with your existing Salesforce data.

Key Features:

100% Salesforce native

Use standard Salesforce tools to create unique workflows

Flexible framework for agile, iterative work practices

One simple view into project status, to dos, task owners, and due dates

Cost: FREE trial available

$15/user/month paid annually

$19/user/month paid monthly

Mavenlink

@mavenlink

Mavenlink is a software solution for integrated business and project management. For project and team collaboration, Mavenlink eliminates the hassle of silos and puts communication into one cohesive place. Mavenlink’s Salesforce integration is the icing on the cake.

Key Features:

Define team members, access limits, and fine project details

Robust resourcing tools

Project templates for recurring tasks and deliverables

Create custom fields for project numbers, client addresses, and other project details

Cost: FREE trial available for 10 days

FREE plan available – Contact for more information

Teams: $4/user/month with annual contract – collaborative task management

Professional: $29/user/month with annual contract – integrated financial management

Premier: Contact for a quote – comprehensive business management

Wrike

@wrike

Wrike offers advanced project management and collaboration tools for enterprise and small to medium businesses. With Wrike’s Salesforce integration, collaboration between teams is easy and productive.

Key Features:

Real-time workspace ideal for collaboration

Project management on the go with iPhone and Android apps

Manage resources and deadlines centrally for team alignment

Cost:

FREE – for small teams who need basic task management, up to 5 users, unlimited collaborators, 2 levels of projects

Professional – for teams who need project planning and collaboration, 5 or 15 users, unlimited collaborators, storage space from 5GB, and unlimited levels of projects

o 5 users: $49/month paid annually

o 15 users: $99/month paid annually

Enterprise: Contact for a quote – for teams who need customization, reporting, and advanced security, 5 users and up, unlimited collaborators, storage space from 100GB, and unlimited levels of projects

Clarizen

@clarizen

Clarizen is the Salesforce project management tool that brings social collaboration to powerful project management. Through Clarizen’s Salesforce integration, Salesforce users have the ability to create and view the progress of projects, milestones, and issues directly from Salesforce.com.

Key Features:

Salesforce users can access work items and view their status without logging in to Clarizen

One click opens projects directly within Clarizen

Customize reports

Cost: $250/month

Workfront

@Workfront_Inc

Formerly AtTask, Workfront is an enterprise work management solution that improves productivity, collaboration, and visibility and brings more to the table than a typical project management tool. Workfront provides a centralized solution that unifies team processes and communication, helping team members to work more efficiently and creatively.

Key Features:

Requests flow directly into your queue

RESTful APIs designed to allow integrations with Salesforce

Access work in the cloud and out of the office with iOS and Android mobile apps

Cost:

Collaboration Licenses: Unlimited users, contact for a quote – Ideal for any internal or external team member, track progress and collaborate on requests, and view status reports and project dashboards

Work Licenses: $30/user/month – For team members who need work management, advanced capabilities, and flexibility, includes all Collaboration features, plus manage work with mobile apps, track and submit timesheets, and create and complete work items

Plan Licenses: $60/user/month – For team leaders who need comprehensive project, program, and portfolio management with complete visibility and control, includes all Collaboration features, plus create and manage projects from start to finish, design and distribute status reports and create custom dashboards, and manage resources and capacity planning

Enterprise Plus Upgrades: Contact for a quote – Upgraded functionality for organizations that require enterprise-grade security and support, upgrades include configurable sandbox environments, data encryption at rest for maximum security, and top-of-the-line support for peace of mind

Aprika Mission Control

@aprikabusiness

Mission Control, a cloud-based project management system, operates on the Force.com platform and integrates with several editions of Salesforce. Effectively manage your organization’s projects with all of Aprika Mission Control’s features, including Gantt charts, document management, and more.

Key Features:

Mission Control console

Projects, milestones, and actions

Virtual project whiteboard

Assignment and reminder notifications

Chatter integration

Project Template ‘Deep Clone’

Drag n’ Drop Gantt Charts

Time Tracking

Expense Tracking

Resource Capacity Scheduler/Calendar

Risk Log/Risk Chart

Burn Down Char

Cost: FREE trial available for 14 days

AU$20/user/month

VeoProject

@veoproject

VeoProject is an advanced web-based project management and collaboration tool that integrates with Salesforce and helps users organize tasks, issues, messages, and shared files. VeoProject also connects projects to Twitter and Google apps.

Key Features:

Access project management features and tools within Salesforce

Existing Salesforce users are imported as VeoProject users and resources

Assigned tasks in VeoProject are visible in the Salesforce My Tasks pane

Updates in Salesforce automatically update in the original VeoProject project plan

Cost: FREE trial available for 30 days

Team Pro III: $85/month – 250 project documents, 10GB disk space, SSL encryption, and Twitter, Google apps, MS Outlook, and Salesforce integration

Enterprise: $195/month – 1,000 project documents, 40GB disk space, SSL encryption, and Twitter, Google apps, MS Outlook, and Salesforce integration

DreamTeam

@dfsoftwareinc

The leading project and portfolio management (PPM) application available on the AppExchange, DreamTeam stores all project data in your Salesforce account. DreamTeam offers project and document management, resource management, collaborative calendars, time and expense reports, portfolio reporting, and project workflow.

Key Features:

Visualize project status with detailed Gantt charts and portfolio reports

Organize hierarchical folders and versioned documents

Launch, edit, upload, and share files directly from your desktop

Cost: FREE trial available for 15 days

$40/user/month

Central Desktop

@centraldesktop

With Central Desktop, teams have control over their projects, even if they are on different continents or in different time zones. “A complete, enterprise-sized collaboration platform,” Central Desktop is a dream come true for organizations looking for a way to share files, launch meetings online, or manage projects in one integrated system.

Key Features:

API-based integration

Break projects into phases

Assign individual tasks

Monitor project status and shift due dates

Clone existing projects

Cost: Central Desktop Premier: $25/user/month with annual contract – Unlimited users, unlimited workspaces, 50+ GB storage

LiquidPlanner

@LiquidPlanner

LiquidPlanner is an online project management software solution that is flexible and easy to use. LiquidPlanner’s Salesforce integration connects sales and project teams, allowing them to stay up to date on project status and their customers’ needs.

Key Features:

Share important information seamlessly

Real-time visibility into the entire project process

Stay on top of status, milestones, and delivery

Cost: The LiquidPlanner App for Salesforce is FREE to LiquidPlanner subscribers

Standard: $29/user/month based on annual plan, 10 user minimum – Project visibility, improved collaboration, and intuitive task management

Professional: $39/user/month based on annual plan, 10 user minimum – Comprehensive portfolio management tool that tracks and prioritizes resources

Enterprise: $49/user/month based on annual plan, 10 user minimum – For larger organizations managing complex projects and shifting teams, includes world-class customer service

Viewpath

@viewpath

With Viewpath, you get powerful online project management and collaboration with anyone from any organization. Utilize the collaborative, real-time tools and features with this cloud-based solution and rest easily knowing team members are on the same page.

Key Features:

With Salesforce integration, bring predictability to your customer-driven projects

One of the top-rated project management solutions on the Salesforce AppExchange

Align project tasks and resources to get one complete project picture

Cost: FREE team trial available for 30 days

Starter: FREE – Basic scheduling and organizing tool for individuals or project managers with a small team of collaborators

Team: $15/month – Powerful features include cross-project resource allocation and reporting

Professional: $25/month – Powerful project management with filtering, custom labels, private branding, and more

Enterprise: $35/month – Unlimited snapshots and project resources, premier support, and more

Taskfeed

@TaskfeedApp

Striving to help teams become more efficient, Taskfeed gets users organized in Salesforce. “A modern and lightweight project management tool that everyone can use,” Taskfeed allows users to plan and collaborate as a team.

Key Features:

Work around your Salesforce opportunities, leads, campaigns, projects, and more

Fast, easy, and in real time

Brings team task boards to Salesforce fully integrated with Chatter to help deliver projects

Cost: Contact for a quote

XenonPMO

@TekOptimize

With XenonPMO, organizations get an easy-to-use project management solution that promotes best practices. One of the most configurable Salesforce project management tools, XenonPMO was built with the needs of project, program, and portfolio managers in mind.

Key Features:

Set program-specific milestones and phases

Gate processes/milestones with entry and exit criteria

Leverage dashboards for visibility

Communicate through Chatter

Mobile functionality

Cost: Contact for a quote

JobSuite

Track projects simply with JobSuite and enjoy the convenience of its intuitive interface, full line of features, and web-based system. Join some of the largest Fortune 500 companies as a JobSuite customer and start managing projects with this Salesforce project management tool.

Key Features:

Organize data under campaigns and jobs

Quickly and easily generate Creative Briefs with user-defined templates

View tasks on job schedules, calendars, reports by client or campaign or role, or more

Get custom reports using the new Report Builder and share with everyone or save in your private folder

Cost: Contact for a quote

Milestones PM+ @passagetech

For organizations that need native project management or advanced project management, Passage Technology’s Milestones PM+ is a smart choice. Organizations get the flexibility of a customizable project management solution that provides a free core package and options for paid professional services when they choose Milestones PM+.

Key Features:

Get visibility into all of your programs, projects, milestones, tasks, time, and issues within Salesforce

Customize to incorporate your own methodology or elements of an agile, traditional (waterfall), or hybrid methodology

Keep schedules on track and log risks and decisions

Commercial support from Salesforce

Cost: FREE package; Contact for upgrade quotes

Avata Enterprise Project Management

Avata Technologies, designed especially for product development teams, empowers everyone from product developers to marketers to collaborate throughout planning and executing new product releases. Avata’s Project Management solution fosters efficiency and productivity as a Salesforce project management tool.

Key Features:

Convenient views including Gantt charts

Personalization of each project

Customizable reports, dashboard, task, and project details

Fine-grained security down to task attributes

Cost: Contact for a quote

EPMLive

@EPMLive

A cloud-based project management and collaboration platform, EPMLive helps organizations plan, track, and manage all of their work. EPMLive’s Salesforce app integrates the CRM capabilities of Salesforce with EPM’s project and work management software, allowing for true reporting and maximum efficiency.

Key Features:

Multiple scheduling tools to plan tasks for on-time delivery

Centralize information for real-time updates and statuses

Manage schedules with varying levels of rigor and complexity

Offers a variety of scheduling methods and tools to meet project managers’ needs

Cost: Contact for a quote

Project Pulse

@Configero

From Configero, Project Pulse is an enterprise-scale application that “optimizes resource utilization and revenue management, delivering a birds-eye view of the complete project lifecycle, from sales to delivery to finance.” Organizations choose Project Pulse when they want to keep everyone, from sales to delivery to finance, up to date on the project.

Key Features:

See the entire project lifecycle

Foster communication between sales, delivery, and finance

Built-in revenue and resource forecasting

Cost: Contact for a quote

Celoxis

@celoxis

With Celoxis, organizations get enterprise project management software to manage complex project portfolios and processes. Plan, delegate, collaborate, and streamline project management with Celoxis.

Key Features:

Project tracking

Resource management

Time and expense management

Reporting and analysis

Cost: Celoxis Project Management App for Salesforce is FREE for Celoxis customers

SaaS: $24/user/month with available duration and volume discounts – 99.99% uptime, free client login, 2GB/user/month shared disk space, and more

On-Premise: one-time payment of $450/user with available volume discounts – Major and minor upgrades, free support for the first year, and more

Project Management Beacon

Project Management Beacon for Salesforce enables organizations to effectively manage projects for all cases or just selected cases. Available on the AppExchange, Project Management Beacon is easy enough for anyone to use, yet comprehensive enough for collaboration.

Key Features:

Allows accounts, budgets and budget allocation, projects, tasks, and resources

Gantt charts and dashboards for task progression and cost and resource measurement

Information center with informative dashboards shows dynamic statistics on project progress

Cost: FREE

Tenrox

@Tenrox

With the Tenrox Project Workforce Management – Project Management Module, your organization is able to keep project teams, resource managers, and executives on the same page at the same time with all projects. The Tenrox Project Management module has three key components: Project Planning, Project Workflows, and Process Management. Better yet, Salesforce users can tap into Tenrox’s cloud-based project management software and simplify, automate, and streamline project and service delivery with Tenrox PSA on the AppExchange.

Key Features:

Configurable project billing and cost accounting processes

Visual workflow-driven processes

Export Tenrox Project KPIs into Salesforce

Access Tenrox reports within Salesforce

Cost: Contact for a quote

Work-Relay

@WorkRelay

Organizations that choose Work-Relay for their Salesforce project management tool actually get a process, project, and resource management solution all in one. Best suited for companies that run complex business processes with large-scale, process-driven projects and short-duration, high-intensity projects, Work-Relay is a 100% native Salesforce application.

Key Features:

Plan, maintain, and get complete, real-time visibility into project status

Access a single dashboard for urrent and scheduled work that includes a clear designation of priorities

Maintain a central portfolio of projects

Choose to stagger projects based on priorities and resource availability

Cost: Contact for a quote

Sciforma

@Sciforma

Sciforma is flexible, easy to use multi-platform project management software that is customizable. With a plug-in for Salesforce integration, Sciforma helps businesses manage multiple projects from multiple clients and prioritize efforts to optimize company results.

Key Features:

Strategic project and portfolio management with idea identification, ranking, capacity planning, and more

Functional project and portfolio management with project, resource, risk, and budget management

Calendar, demand, and issue management, plus time tracking

Cost: Contact for a quote

Replicon

@Replicon

A 100% cloud-based integration, the Replicon CRM Connector for Salesforce provides greater pipeline visibility from Salesforce within Replicon. With Replicion, sales teams enable their services teams to schedule resources and plan projects more effectively while delivering accurate project cost estimates to sales teams and prospects.

Key Features:

Pipeline projects are auto-created in Replicon from Salesforce before deals close so project managers can add resources and ensure correct staff lock-in

More accurate project pricing

Improved forecasting precision

Streamline project and business processes

Cost: FREE trial available; Contact for a quote

Cloud Coach

@cloudcoach

Specializing in enterprise-class project management and productivity software, Cloud Coach is built for businesses looking to invest in their success. Cloud Coach’s comprehensive tools and Salesforce integration are a match for organizations looking for project management, internal meeting efficiency, and more.

Key Features:

Standardize your project processes by creating templates

Create projects within your workflows, whether from your sales processes or from a Salesforce marketing campaign

Group tasks into milestone groupings/phases

Manage change requests and approvals

Maintain risk and issue registers

Cost:

Productivity User: $29/user/month billed annually, 10 user minimum – Drive enterprise-wide productivity

Project Team Member: $39/user/month billed annually, 10 user minimum – Deliver projects as a team

Project Power User: $79/user/month billed annually, 10 user minimum – Manage projects and services automation

Portfolio Manager: $129/user/month billed annually, 10 user minimum – Deliver portfolios and programs

2Xoffice

@2Xoffice

Help your team adopt project management software more easily with 2Xoffice Project. With the same user interface, dashboard reporting, and security that Salesforce users are accustomed to, 2Xoffice Project is 100% native to Salesforce and makes implementation a snap.

Key Features:

Project scheduling

Enterprise collaboration

Use Gantt charts to illustrate project milestones and meet implementation deadlines

Project alerts

Stages and checklists

Project templates

Resource alignment

Cost: Contact for a quote

Genius Project

@GeniusProject

Genius Project offers a variety of project management solutions, from SaaS, to hosted, to Lotus Notes based, that are designed to get your organization working more productively. With Genius Project, companies get enterprise project management software that is tailored to their needs and quickly integrates with Salesforce.

Key Features:

Use Genius Planner, the software’s own Java-based Gantt charting tool, or Microsoft Project – it’s your choice

Resources Module ensures optimal results and minimized bench time

Experiment in a sandbox environment with Genius Simulator

Cost: Prices differ based on billing duration

Standard: $19.95/user/month billed annually – For small project teams, 10 user packs, standard configuration, project and task management, and more

Professional: $29.95/user/month billed annually – For any team size, complete suite, minimum 10 users, all Standard plan features plus tailored configuration and setup, unlimited tailored workflows, and more

Enterprise: $39.95/user/month billed annually – Tailored to your needs, 50 user minimum, all Professional plan features plus hosted on-premise option, Genius Connector for integration, and more

AffinityLive

@affinitylive

A project management platform, AffinityLive offers easy, yet powerful project management. Get collaboration, reporting, and project insight on any device, plus seamless integration with Salesforce when you adopt AffinityLive as your project management solution.

Key Features:

Interactive Gantt charts

Real-time scheduling

Save milestones, tasks, and entire projects as reusable templates

Stay up to date in real time on projects, their status, and delivery teams

Cost: FREE trial available for 14 days

Plus: $16/user/month billed annually or $19/user/month billed monthly – For growing teams

Premium: $34/user/month billed annually or $39/user/month billed monthly – Get maximum flexibility and automation

Function Point

@functionpoint

Designed specifically for advertising and creative agencies, Function Point is an easily used, all-in-one, cloud-based productivity system that allows teams to do more. Function Point also works for internal marketing departments that want to streamline their business and work more efficiently, especially those that currently use Salesforce and want to integrate Function Point quickly and easily.

Key Features:

Business intelligence dashboard at a glance

Full-service CRM for sales and business development

Real-time financial reports

Syncs all projects, tasks, and timesheets

Build schedules from system templates, automatically assign work to teams or individuals, and use built-in timesheets and milestones

Cost:

Small: $29/user/month billed annually or $34/user/month billed monthly – 5 users minimum base package

Medium: $29/user/month billed annually for first 39 users or $34/user/month billed monthly for first 39 users

o $19/user/month billed annually for 40-99 users

Large: $29/user/month billed annually for first 39 users or $34/user/month billed monthly for first 39 users

o $19/user/month billed annually for 40-99 users

o $15/user/month billed annually for 100+ users

Daptiv

@Daptiv

An on-demand project portfolio management solution, Daptiv is a global leader of project portfolio management solutions and was recognized as a leader in the Gartner 2014 Magic Quadrant for Cloud-Based IT Project and Portfolio Management Services. Daptiv improves strategic planning and business execution with its solutions and professional services; plus, companies turn to Daptiv to improve productivity and efficiency.

Key Features:

Create and refine project templates that cover all aspects of the project management lifecycle

Powerful project collaboration tools for project stakeholders

Identify risks, monitor project performance, and fix problems quickly

Cost: Contact for a quote

Financial Force

@FinancialForce

As the number one cloud ERP solution on Salesforce, Financial Force provides financial management, professional services automation, human capital management, and supply chain management. What sets Financial Force apart from other project management tools and software is that it puts the customer at the center of project management so that teams collaborate and work more efficiently to provide more value to clients.

Key Features:

Collaboratively manage project tasks with customer portals

Create customer or project communities to work more socially

Configure projects at the field level and create custom fields and views

Cost: Contact for a quote

Projector

@ProjectorPSA

With Professional Services Automation software from Projector PSA, organizations track time and expenses, plus manage projects and schedule resources more easily. With the Project Management Module from Projector, companies are able to plan, track, and deliver projects on time and on budget. Integrating Projector with Salesforce couldn’t be any easier with its Salesforce.com Pre-Built Connector.

Key Features:

Use Salesforce data, and Projector will show you consolidated views of booked and pipeline business

Capture time and expenses

Define how and when information is imported when you automatically import accounts and opportunities with the Salesforce.com connector

Cost: FREE trial available for 30 days; Contact for a quote

Kimble

@KimbleApps

Designed by industry experts, Kimble is comprehensive enough to manage an entire professional services business but is easy enough for nearly anyone in the organization to begin using. Kimble provides holistic management by integrating sales, operations, and delivery elements while reducing process complexity and boosting efficiency. Available on the AppExchange, Kimble is highly configurable.

Key Features:

Enter project work breakdown structures against the sales opportunity

Perform top-down and bottom-up resourcing of opportunities

Produce project status reports

Cost: Contact for a quote

GreenRope

@GreenRope

With GreenRope’s integrated project manager, teams accomplish more and remain organized. Coordinate sales, support, operations, and clients with GreenRope, plus simply use email addresses to keep everyone up to date with specific projects.

Key Features:

Detailed notes and project updates reside in one place for easy, quick access

Team leaders assign tasks to team members and even clients

Assign tasks and deadlines, plus keep deadlines in a central location for all to see

Track project and task information, including hours spent

With the GreenRope app, quickly sync, target, engage, and convert leads with email marketing and advanced automation – the GreenRope-Salesforce Connector syncs Salesforce campaigns with GreenRope groups

Cost: FREE trial available for 14 days

Starter: $149/month – 1,000 contacts, unlimited users, unlimited emails

Pro: $169/month – 3,000 contacts, unlimited users, unlimited emails

Premium: $199/month – 5,000 contacts, unlimited users, unlimited emails

Powerhouse: $249/month – 7,500 contacts, unlimited users, unlimited emails

Magificent: $299/month – 10,000 contacts, unlimited users, unlimited emails

Supreme: $449/month – 25,000 contacts, unlimited users, unlimited emails

Leankor

@theleankor

Improve team performance and collaboration while saving time and money with Leankor,’s visual project management solution. Get everyone on the same page by providing them with the same picture of work.

Key Features:

Enables aggregation of critical information from Salesforce

Visually manage sales, marketing, and service operations

Assure data security and privacy with Salesforce

Workflow rules, calendar view, and reports and analytics

Cost: FREE trial available for 14 days

Personal: $10/user/month/5 licenses – Full business version with all features enabled

Professional: $19/user/month – Unlimited Kanban boards, portfolio view, targeted collaboration, workflow analytics, Salesforce integrations

Business: $24/user/month/5 licenses – All Professional plan features, plus document management, calendar view, time management, analytics, and more

Smarttime

@Apracor

Get the most out of Salesforce by tracking projects with Smarttime, available on the AppExchange. Access all of your metrics at once with the simple dashboard and stay on top of your budgets with the built-in reports.

Key Features:

Simple time booking on multiple projects

Extensive built-in reporting

Travel expense tracking module

See projects, employees, or overall performance at a glance

Cost: FREE

EnTransform PPM

An integrated suite of Project Portfolio Management, resource management, management reporting, and collaboration application, EnTransform PPM includes role-based access to best practices. Available on the AppExchange, EnTransform PPM is a native to Salesforce project management tool that is easy to use and fosters collaboration.

Key Features:

Monitor overall enterprise project portfolios, resource utilization, budget, forecast and cost analysis through dashboards

Manage schedule and deliverables with automated creation of sprints and backlogs, based on Agile Scrum methodology

Create and maintain resource history, information, availability, and forecast

Set up projects, phases, sprints, deliverables, and more with one click

Cost: FREE trial available for 14 days

$50/user/month

OneEighth Project Lite

Help your team stay on top of projects with one click in OneEighth Project Lite. This project management tool, available on the AppExchange, helps users quickly start and stay up to date with projects of any type.

Key Features:

Reliable and secure, completely built on Force.com

Lightweight and flexible, OneEighth Project Lite runs on the sales cloud or Salesforce platform

Project objectives, budgets, costs, members, roles, tasks, timelines, and more

Cost: $16/user/month

Ajile

@StratitudeInc

Ajile provides complete agile project management in the cloud with its app available in the Salesforce Cloud. With a powerful platform to manage projects developed with Scrum methodology, Ajile helps project teams work in collaboration.

Key Features:

Manage releases by creating user stories

Manage tasks using Scrum methodology and deliver projects on time

Communicate and collaborate with Chatter

Role-based home pages

Drag and drop tasks

Cost: FREE trial available for 15 days; Contact for a quote

Cloudbyz

@cloudbyz

Project portfolio management, application portfolio management, and financial portfolio management from Cloudbyz results in visibility into entire project portfolios for more appropriate and informed business decisions. Available on the AppExchange, Cloudbyz is an integrated solution built on the Salesforce 1 platform.

Key Features:

Work request management

Benefits and costs evaluation

Change and release management

Cost: Contact for a quote

CloudMax

The CloudMax software platform allows users to configure it for flexibility and ensures team collaboration. With CloudMax on the AppExchange, users adopt the rapid deployment model and handle change management quickly and easily.

Key Features:

Successfully deliver rapid deployment framework and meet compliance requirements

Tracks the complete SDLC lifecycle

Chatter enabled

Cost: Starts at $500/company/month

Done

@KineticGrowth

Done by Kinetic Growth offers Salesforce task and activity management with collaboration features. The tasks tab allows users to see, edit, and track all Salesforce tasks in detail.

Key Features:

See Chatter updates while tasks are in progress and post to Chatter without opening each tasks

Uses standard Salesforce tasks, so it works with tasks you already have

Find existing tasks on objects you own

Define best practices and automatically create tasks with Task Templates

Create tasks with fewer clicks

Cost: Contact for a quote

GliderPMO

@GliderSystems

Manage budgets, costs, schedules, and dependences between projects with GliderPMO. This online project management tool helps project, portfolio, and program management offices (PMOs) and their stakeholders to easily and efficiently handle all of these tasks.

Key Features:

Single repository so everyone has the same up-to-date information

Track and manage dependences between work packages

Team members work together on the same set of records and documents

Highly configurable with a point-and-click interface

Keep everyone in the loop with Chatter

Cost: FREE trial available for 30 days

PMActive

@diamosoft

PMActive seeks to simplify project management for project managers and teams by providing the tools necessary for supporting the entire project lifecycle. Deployed on Force.com, PMActive is a great project management solution that does not include any hardware or software costs because it is cloud based.

Key Features:

One View gives project managers a consolidated, concise view of essential project information

See consolidated status of all projects

Stay apprised of upcoming tasks

Identify priority tasks and identify problem areas

Cost: FREE trial available for 30 days; Contact for a quote

QuickBase

@IntuitQuickBase

With Intuit QuickBase, organizations can solve their business problems quickly with Project Management solutions. Teams work more productively and quickly from any location with QuickBase, and they can integrate QuickBase with Salesforce quickly and easily.

Key Features:

Customizable and flexible

Access information at any time on any device from anywhere

Personalized notifications and reminders

Cost: FREE trial available for 30 days; Contact for a quote

Arxxus

@arxxus

A Salesforce strategic partner, Arxxus helps organizations handle their services and program schedules with their native project management app. Manage all of your pojects from within Salesforce with Arxxus.

Key Features:

Project and task planning

Resource management and effort tracking

Interactive user interface for schedule creation and Gantt visualization and modification

Cost: Contact for a quote

Axosoft

@axosoft

Axosoft is a solution for agile project management that helps users effectively manage their software development projects. With Salesforce integration, Axosoft has the tools and support your company needs to manage projects efficiently and effectively.

Key Features:

Get data for making educated decisions

Daily Scrum to see what each team and team member has completed, current work, and issues

Fully customizable workflows

Cost: FREE trial available for 14 days; Contact for a quote

Changepoint

@_Changepoint

ChangePoint’s Project Portfoliio Management software enables businesses “to have an informed understanding of their environment and resources and in turn they can communicate this, and any subsequent decisions, to stakeholders.” With ChangePoint, organizations get a single solution that addresses the project lifecycle and ensure portfolio visibility. Changepoint’s Salesforce.com CRM adaptor connects PSA and CRM, making it an even better solution.

Key Features:

Seamlessly integrates critical processes and data needed for effective management

Adapts to fit your needs

Support and develop your organization’s business, process, reporting, and security needs

Cost: Contact for a quote

Source: http://www.docurated.com/all-things-productivity/top-50-salesforce-project-management-tools-and-software-solutions

#Project Management #sales force #software

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