Salesforce
Connect Salesforce with Forecast to align your sales department with your project management department.
Connect Salesforce with Forecast to align your sales department with your project management department.
Connect Salesforce with Forecast to align your sales with your project management. The integration enables you to turn every opportunity into a project, so you can plan your available resources and get the future project pipeline filled.
“Now that we have time tracking in a system that connects with everything we are working on, our billable utilization has gone from an average of 40% to closer to 75%"
Use the Salesforce 2-way integration to reduce manual data entry, drive interdepartmental communications, align sales and project delivery teams, and maximize efficiency, operations, and project management across the pipeline.
With this integration, users can turn Salesforce deals into Forecast projects and accurately plan available resources according to win probability, sync important project information, and import client data to create a single truth for client records without updating multiple systems.
Deal activities can be imported as tasks and managed through Forecast for better team collaboration, while organizations can be imported as Forecast Clients to have one source of truth for your client records without updating client information in separate systems.
Note: this integration only works for Salesforce Enterprise Edition and up.
If you want to know more, check out our Salesforce integration help article.
Proactively manage your entire team in real-time on one dashboard and anticipate future demand. Scope out potential project with placeholders and tentitive booking, and forecast demand based win probability.
Focus on more value-adding tasks to create happier clients with a real-time overview of the workload and capacity of all your resources.
Remove the guesswork with real-time insight and recommendations you can act on instantly
The ultimate upgrade to delivering projects on time and on budget.
Use AI-powered timesheets to register time and build a solid foundation for accurate reporting and forecasting.
Forecast provides users with the ability to generate invoices for projects and track payments on invoices.
Enable in-app notifications or opt to be notified by email. Get updates immediately or have them packaged as daily.
Stay on top of your resources, future demand and utilization of your workforce to save time and money.
Plan out projects, determine and document the work required using phases, tasks, and deadlines, and view high-level information.
Story Points provide a relative measure of how much time and effort is required to complete an individual user story.
The ultimate upgrade to delivering projects on time and on budget.
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