The Clarizen-Salesforce integration of data ties together two formerly disparate teams, and provides even broader benefits to the organization as a entirety. The integration between Clarizen and Salesforce provides deep connectivity between the two applications, in order to create a comprehensive best-of-breed ecosystem for project management, presenting information natively to the consumers of each app.
Benefits for Sales Teams
Account teams can easily initiate new projects from templates and track the progress of their delivery immediately from inside Salesforce, enhancing their capacity to update their buyers and decreasing communication gaps in between sales and service teams.
Salespeople can also initiate a draft “shell” projects from Salesforce to be scoped out more in Clarizen, so they can give a realistic, nicely scoped statement of work to their prospects – ideally giving them a competitive benefit in the sales cycle.
Organizations with repeatable solutions offerings can automate project creation, leveraging Clarizen’s straightforward organization guidelines wizard. This automation reduces the manual operation of project creation and guarantees a smooth and consistent handover from Sales to Service Delivery.
Account Managers can see the real-time standing of every one of their Customers’ projects through vital KPIs and a delivery timeline roadmap, enhancing their consumer service, decreasing calls to service managers for standing updates and increasing their visibility for upsell opportunities. Clarizen Tasks and Issues are also Salesforce Chatter-enabled, so Sales people can see appropriate updates immediately in their Activity Streams.
Benefits for Service Delivery Teams
Service teams appreciate increased visibility into upcoming project pipeline, so they can better predict income – as well as required sources. This advance notice provides a service manager much more time to uncover the appropriate sources, and to ensure the project group gets all the appropriate information they want from the chance to help with scoping.
Benefits for Client Helpdesks
Clarizen can also connect Account teams with their troubleshooting organization, permitting them to submit troubles and track their resolution much more effectively. Users create new Issues linked to Instances, Accounts or Opportunities which can then be utilized to produce a Project in Clarizen to resolve that concern, or in addition, Issues can be associated to Tasks that are already underway. When a project is produced to resolve a consumer concern, its progress can be monitored from Salesforce, ensuring that accurate and up to date information can be communicated to the consumer.
Benefits for Financial Operations
Clarizen’s Spending budget Management module collects and calculates economic indicators from every single job, milestone or project as a whole, and aggregates approved Time and Expense reports from the sources (workers, contractors, and so forth.) to produce important KPI’s like Cost Functionality Index, Real Cost and Profitability, as well as show whether or not the project is on budget.
With Clarizen Progress Reporting, time tracking and expense sheets can produce real-time economic metrics that are visible in Salesforce.com such as billable hours per Milestone, billable expenses and Earned Value.
Service engagements are typically invoiced at completion of essential Milestones. Automatic synchronization of this information in Salesforce reduces manual work and enables integration with
Salesforce-based finance and accounting options for billing by milestone.
Benefits for Executive Management
Clarizen’s Salesforce Integration incorporates 3 Best Practice Dashboards which show essential functionality indicators for Executive Management, Financial Management and Task Management teams to keep track of the well being of the projects currently being delivered and the delivery organization as a entirety.
Some examples of these reports include:
1. Project Delivery funnel by project state
2. Monthly Project Delivery charges
3. Project Profitability by Project Type and by Account
4. Real Cost vs Profitability
5. Tasks Sold by Sort
6. Which projects are operating off schedule?
These reports are visible in Salesforce to give one reporting and dashboard repository for service delivery to be utilized alongside other management reports in one particular familiar interface. The reports and dashboards can be customized to show the indicators most utilized by your organization.
Native Salesforce Objects
Clarizen Tasks, Milestones, Issues and Resources are native Salesforce objects, giving you higher flexibility and customization choices than alternative options. Anyone with standard Salesforce Administrator skills can easily map information in between Salesforce and Clarizen objects employing regular formula fields and workflow guidelines to streamline workflow processes and reporting on projects and troubles.
Real-time updates
A real-time sync guarantees that users are getting the most up to date information any time a project or concern record is viewed in Salesforce. In addition to the real-time project information for Account Managers, the whole Project portfolio is instantly updated once a day with a total update to ensure accurate reporting.
The Clarizen Project Roadmap is a exclusive widget that can be pulled into Salesforce, giving instant, visual feedback on project standing. At a glance, viewers can see target delivery dates, milestones, and whether or not a project is on or off track.
Customizable Display
The integration provides a rich set of information from Clarizen Tasks and Milestones. Additional regular or custom fields for Tasks, Milestones, Issues and Resources can be easily mapped into Salesforce – with out any programming -to assist your particular enterprise needs.
Summary
Clarizen’s Salesforce integration, between a primary CRM program and a primary project management program, helps eradicate the execution gap by bringing sales, service delivery, and support organizations together. Clarizen’s robust integration can speed your service delivery, improve your sales method, and give you far far better reporting tools to apprise management of your progress.
If you’d like to learn much more about the Clarizen-Salesforce integration, pay a visit to the AppExchange or www.clarizen.com
