At some point in every business, you discover that you have more work to do than you can remember, or write on a sticky note. Your first foray into project management may be a spreadsheet, with special color coding. And then you start spending your time chasing down everyone who’s not updating the spreadsheet.
You realize that you need a real project management solution. Since you’re already using Salesforce to manage your customer base, you head over to the AppExchange to see what project management for Salesforce solutions are available.
To put it simply – the choices are overwhelming. In our mind, there are two key considerations to help you narrow down your choices in Salesforce project management applications:
- Type of Project Management
- Cost of the Solution
Based on the combined years of expertise in developing project management solutions, the Cloud Coach/Productivity Fox team created an infographic to help you find the solution that is right for you:
Once you’ve identified the type of project management you’d like to use, and the cost of the solution, it’s a good time to head to the AppExchange. Watch demo videos, review screenshots and read the reviews. From here, you should be able to get an idea of how the app works, and how well it is supported by its developers.
Your next steps will vary depending on the type of solution you’ve selected – whether it’s a hands-on demonstration, or installing a trial in your sandbox org.
What other questions do you ask when evaluating a project management solution? Let us know in the comments!