Marcus Davis posted in

Some Key Questions to ask while Choosing a Project Management App on Salesforce


Over the past decade, we have seen that many enterprises have invested largely in improving their CRM systems and processes. Businesses across the globe now have dedicated teams functioning to establish and automate the CRM processes related to sales, marketing, operations, contract generation, quoting, customer service, etc. The total market revenue of CRM applications has grown to about 40 billion dollars now, and Salesforce holds the lading share in past consecutive years. As enterprises have been largely adopting Salesforce and related cloud-based applications, there is also an increase in the adoption of well-weaved Salesforce project management apps, which can add more functions specifically for Salesforce.


This hype in terms of project management has led to developing a complete set of project management apps and tools, which can be integrated into Salesforce and a unique set of native Salesforce apps. With many such options available in the market, business decision-makers now have a tough time identifying the best app for their purpose. To help you narrow down the best choices in project management apps, here, we will discuss some key questions to scrub on the Salesforce-native apps to find the best choices.


Key questions on choosing Salesforce apps


How good the app integrates with SF?


As we discussed above, there are no short of functional project management tools for Salesforce. Third-party apps like Microsoft Project, Asana,, Wrike, Basecamp, Smartsheet, etc., are to name a few among the top. You can also find many free of cost apps too for Salesforce project management. All these standalone applications and solutions offer good functionality; however, there are many limitations when you use those together with Salesforce.


At the first point, you have to build a custom integration using Salesforce API by using Salesforce Admins and consultants. You may also have to care for data security as data is usually sent beyond Salesforce or stored outside on the cloud. Even after the same, there could be limited data sharing between the two systems and lack a real-time data transfer due to some API calls in batches. You may also see many external solutions offering Salesforce integration only in their most premium packages, priced high.


The best-case scenario is to consider software providers who are experts in Salesforce than integrating the stand-alone apps with Salesforce. You can use these consultants to focus more on building handy solutions for Salesforce. There are many other key benefits too on considering Salesforce-native project management tools like Inspire Planner. Let us further explore why:


  • Biggest of all reasons to consider this is no need for integration as these are native Salesforce apps and can work seamlessly with the custom and standard objects. Since the app and data are stored inside Salesforce, you can instantly benefit from its infrastructure, security standards, scalability potential of Salesforce.


  • Next, you can also enjoy high flexibility to customize the Salesforce project management apps easily by adding custom objects, fields, workflows, etc.


  • You can also associate your projects with other Salesforce objects like Opportunities, Accounts, Cases, Campaigns, and so on.


  • Next, you may also use the native apps, which can provide you with the ability to seamlessly and accurately report on all your data in real-time by using standard reports and dashboards on Salesforce.


  • Lastly, you can also use mighty automation tools to your best advantage through the Flows or Process Builder.


How well Salesforce Project Management Apps perform?


Whichever project management app you choose to use, the effectiveness can be leveraged only if the team adopts it fully. So, you must choose a solution that is intuitive for the end-users to achieve successful adoption. The tool you choose should be able to empower the users with the most needed features like:


  • Portfolios
  • Task dependencies
  • Project templates
  • Gantt charts and graphs
  • User-friendly interface
  • Proper training and onboarding modules etc


Using Inspire Planner as suggested by FLOSUM, we may further invest a lot of time and ensure simplicity, error handling, ease of use, and instant validation of the Salesforce project management solutions. All these offer a great user experience too.


Can the app integrate with the Salesforce native tasks?


This is a key consideration to make for your Salesforce project management app. It should be able to integrate with the native Tasks of Salesforce. SF features a built-in functionality of Tasks, which the users use to manage their To-Do lists, creating alerts and reminders, follow up of sales prospects, and so many other time-critical functions. So, instead of making the users work from a single location on their tasks and launch another app. In contrast, they work on project tasks, and it is always ideal to consider a project management app that utilized the native Salesforce Tasks. With this, if you assign particular tasks to Salesforce users or other external contacts in the Inspire Planner, it will automatically create aequivalentSalesforce to seamlessly synchronize it with the projects.


Does the app support standard task dependencies?


Salesforce projects may have various resources working together. So, your project management app must provide the ability to support all associated tasks by honoring the task dependencies. The predecessors or task dependencies will indicate when and how a task needs to begin and end other dependent tasks.


Also, be aware that many of the Salesforce project management apps offer only the most basic dependency types. However, the apps like Inspire Planner may offer you a comprehensive project management experience by supporting various types of predecessors.


Some other key questions to consider while choosing a Salesforce project management app for better decision making are:


  • How does the app handle resource management?
  • How to do time tracking using the Salesforce project management app?
  • Is it possible to automate the processes on the app?
  • What sort of documentation, training, and support is offered by the SF project management app?


Exploring all these will surely help you to succeed in the journey of choosing the best for enterprise use.