10 melhores softwares de gestão de projetos integrados com o Salesforce

O software de gestão de projetos que se liga facilmente ao Salesforce pode ser revolucionário. Pode ajudar a poupar tempo na introdução de dados, a obter facilmente informações importantes e a resolver estrangulamentos antes de se tornarem um problema. Mas, com tantas opções disponíveis no mercado, encontrar a solução certa para si e para a sua equipa pode parecer uma tarefa avassaladora.

Com anos de experiência na gestão de projetos digitais e na utilização de ferramentas de gestão de projetos, testei várias ferramentas para encontrar as que funcionam realmente bem com o Salesforce. Ferramentas que simplificam a comunicação, garantem atualizações de dados em tempo real e ajudam as equipas a trabalhar em conjunto de forma mais eficiente.

Tabela comparativa de software de gestão de projetos integrado com o Salesforce

	Tool	Best For	Trial Info	Price
1	TaskRay	Best with advanced onboarding automation	Free demo available	Pricing upon request	Website
2	Wrike	Best for robust reporting tools	Free plan + 14-day trial + demo available Book Demo	From $10/user/month (billed annually) Get Custom Pricing	Website
3	Miro	Best for visual project management	Free plan + 14-day free trial + free demo available Book Demo	From $8/user/month (billed annually) Get Custom Pricing	Website
4	monday AI Workspace	Best for AI-driven sales-to-delivery handoff	Free plan + 14-day free trial + free demo available Book Demo	From $9/user/month (billed annually) Get Custom Pricing	Website
5	VOGSY	Best for unified global project oversight	Free trial available	From $16/user/month (billed annually)	Website
6	Inspire Planner	Best for native Salesforce project delivery	30-day free trial	From $25/user/month (billed annually)	Website
7	Rocketlane	Best for client onboarding tied to CRM deals	14-day free trial	From $49/user/month (billed annually)	Website
8	Planview AdaptiveWork	Best for portfolio-scale services delivery tracking	Free demo available	Pricing upon request	Website
9	Certinia	Best for end-to-end services delivery financials	Free demo available	Pricing upon request	Website
10	Certinia PS Cloud	Best for services delivery inside Salesforce	Free demo available	Pricing upon request	Website

Avaliações do melhor software de gestão de projetos que integra com o Salesforce

Explorar software de gestão de projetos que integre com o Salesforce pode melhorar significativamente a eficiência e a colaboração da sua equipa. Aqui, apresento análises detalhadas das melhores ferramentas que se integram perfeitamente com o Salesforce, concebidas para otimizar os fluxos de trabalho dos seus projetos e a gestão de dados.

1

TaskRay

Best with advanced onboarding automation

• Free demo available
• Pricing upon request

Visit Website

Customer Rating: 4.3/5

This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

TaskRay is a Salesforce-native project management platform that runs as a managed package inside Salesforce, offering task tracking, multi-view project management, onboarding automation, resource planning, and external stakeholder collaboration—all built directly on Salesforce records and objects.

Who Is TaskRay Best For?

TaskRay is a strong fit for sales operations and customer success teams that manage post-sale delivery entirely within Salesforce.

Why I Picked TaskRay

TaskRay earns its spot on my shortlist because no other tool automates the sales-to-delivery handoff quite like it does inside Salesforce. I'm particularly drawn to the packaged Create Project from Opportunity flow, which fires automatically when a deal hits Closed Won and builds a full project from a template without any manual setup. Pair that with customer onboarding scores and Sales/Customer Success handoff workflows baked into the Starter plan, and you've got a genuinely structured onboarding automation engine, not just a task list.

TaskRay Key Features

• Salesforce object mapping: Link projects and tasks to standard or custom Salesforce objects, including Accounts, Campaigns, Cases, and Contacts, via configurable lookup relationships.
• Resource Planner: Visualize team utilization on a timeline, review availability, distribute unassigned work, and adjust assignments on active projects.
• Collaboration Connect: Send assigned tasks to external stakeholders by email so they can update status and leave comments without a Salesforce login.
• Timer and timesheet: Track billable and non-billable time directly within Salesforce using built-in timers and timesheet records.

TaskRay Integrations

TaskRay is native to Salesforce, including Sales Cloud, Service Cloud, Experience Cloud, and CPQ, and integrates with Jira, Slack, Microsoft Teams, Gmail, and Outlook. It supports Salesforce APIs, invocable Apex actions, and global Apex methods for custom integrations.

Pros and Cons

Pros:

• Reviewers value clear milestone and status visibility
• Opportunity triggers launch templated onboarding projects
• Keeps delivery work on Salesforce records

Cons:

• Reviewers report friction editing dates and dependencies
• Setup can challenge teams unfamiliar with Salesforce

LEARN MORE ABOUT TASKRAY:

• Check out TaskRay on their website
• Read my in-depth review of TaskRay

2

Wrike

Best for robust reporting tools

• Free plan + 14-day trial + demo available
• From $10/user/month (billed annually)

Visit Website

Customer Rating: 4.3/5

This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

Wrike is a project management platform that connects task tracking, Gantt-based planning, workload management, and reporting with a native Salesforce managed-package integration for linking CRM records directly to project work.

Who Is Wrike Best For?

Wrike is a strong fit for project and program managers at mid-sized companies who need multi-view project tracking, workload visibility, and Salesforce record linking in one platform.

Why I Picked Wrike

I picked Wrike as one of the best because its reporting and dashboard tools give project managers real visibility into work tied to Salesforce records, without having to chase updates across tools. I like that you can build custom dashboards with configurable widgets, run real-time reports on project status, and view workload charts that flag overloaded team members across projects. The Salesforce widget surfaces linked tasks and their statuses directly on Salesforce records, so delivery progress is visible right where deals live.

Wrike Key Features

• Salesforce managed package: Installs directly into Salesforce Classic or Lightning and adds a widget to your record page layouts, showing linked Wrike tasks and statuses without leaving Salesforce.
• Automated project launch on deal close: Triggers associated Wrike tasks when a Salesforce deal closes, using an optional template copied to a new folder tied to that record.
• Multi-view project tracking: Switch between Gantt, board, table, calendar, and chart views to manage tasks, dependencies, and milestones across projects.
• Scrum boards and backlog management: Prioritize and track sprint work using shared Scrum boards and Agile dashboards alongside your standard project views.

Wrike Integrations

Wrike offers 400+ application integrations, including a native Salesforce managed package and marketplace connections with Jira, GitHub, Slack, Microsoft Teams, Google Sheets, Tableau, and Power BI. Its REST API, OAuth 2.0, webhooks, and Unito-powered paid sync support custom or two-way connectivity.

Pros and Cons

Pros:

• Workload charts flag overloaded team members
• Dependencies and Gantt views clarify delivery timelines
• Dashboards surface project status without update chasing

Cons:

• Advanced cross-project reporting may require spreadsheet exports
• Complex workspace setup can confuse new teams

New Product Updates from Wrike

November 1 2026

Wrike Expands Gantt Planning, Approvals, and AI Work Intake

Wrike adds cross-project Gantt dependencies, flexible approval routing, and AI work intake through Wrike MCP. These updates give teams more control over planning, decision-making, and incoming work. For more information, visit Wrike’s official site.

LEARN MORE ABOUT WRIKE:

• Check out Wrike on their website
• Read my in-depth review of Wrike
• Explore best alternatives to Wrike
• Wrike vs Monday.com
• Wrike vs. Zoho Projects
• Wrike vs. Kantata

3

Miro

Best for visual project management

• Free plan + 14-day free trial + free demo available
• From $8/user/month (billed annually)

Visit Website

Customer Rating: 4.8/5

This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

Miro is a visual collaboration platform that combines an infinite canvas with project planning tools, including Kanban boards, timelines, Gantt charts, and tables. Plus a third-party Salesforce integration for importing and updating CRM records directly on the board.

Who Is Miro Best For?

Miro is a strong fit for project managers and cross-functional teams in tech who want a visual workspace for planning, mapping, and tracking work across distributed teams.

Why I Picked Miro

I picked Miro as one of the best because its infinite canvas brings visual project management to life in a way few tools can match. I love how teams can run Kanban boards, Gantt charts, and timelines all in one shared workspace, then pull Salesforce Leads and Contacts directly onto the canvas via the Salesforce for Miro app to keep account context visible alongside project work. It's especially useful when planning sprints or mapping delivery workflows while referencing live CRM records without switching tools.

Miro Key Features

• Infinite canvas: An expandable shared workspace where teams can organize project work, diagrams, and planning artifacts without space limits.
• Real-time board collaboration: Multiple team members can edit, comment, and update boards simultaneously for distributed teams.
• Blocking and blocked-by dependencies: Timeline records can be linked with dependency relationships to surface sequencing constraints across project work.
• Two-way integrations with dev tools: Business plan includes bidirectional sync with Jira, Asana, Linear, ClickUp, and Azure for sprint planning and roadmapping.

Miro Integrations

Miro lists 250+ integrations, including native connections with Jira, Asana, Linear, ClickUp, and Azure DevOps, plus the Salesforce for Miro marketplace app. It also supports Zapier and REST APIs for custom integrations.

Pros and Cons

Pros:

• Templates speed sprint and account planning
• Live collaboration keeps distributed teams aligned
• Visual boards clarify cross-functional project dependencies

Cons:

• Limited capacity planning and utilization reporting
• No project delivery view inside Salesforce

New Product Updates from Miro

July 12 2026

Miro Adds Japan Data Residency for Enterprise Customers

Miro has introduced Japan data residency for enterprise customers, offering in-region storage for production data, backups, and metadata, plus in-region compute infrastructure. For more information, visit Miro's official site.

LEARN MORE ABOUT MIRO:

• Check out Miro on their website
• Read my in-depth review of Miro
• ClickUp vs. Miro
• Mural vs. Miro
• Wrike vs. Miro

4

monday AI Workspace

Best for AI-driven sales-to-delivery handoff

• Free plan + 14-day free trial + free demo available
• From $9/user/month (billed annually)

Visit Website

Customer Rating: 4.6/5

This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

monday AI Workspace is an AI-powered work management platform that brings together project planning, task tracking, resource management, workflow automation, and Salesforce integration into a single connected workspace.

Who Is monday AI Workspace Best For?

monday AI Workspace is a strong fit for project and program managers at mid-to-large organizations who need a flexible, AI-assisted workspace to coordinate delivery across multiple teams and workstreams.

Why I Picked monday AI Workspace

I picked monday AI Workspace because it handles the messy transition from a closed-won deal to active delivery better than most tools in its class. Once a Salesforce Opportunity syncs into monday, AI agents can automatically generate project boards from templates, flag deadline risks, and send stakeholder updates without manual setup. I also like that Gantt views, task dependencies, and resource planning all live in the same workspace, so project managers aren't stitching together separate tools to run delivery.

monday AI Workspace Key Features

• AI agent workforce: Deploy pre-built AI agents for PMO tasks, including flagging blockers, tracking task progress, and sending stakeholder updates automatically.
• Portfolio management: Connect multiple project boards into a unified portfolio view showing health, progress, and timeline data across all workstreams.
• Task dependencies: Set Finish-to-Start, Start-to-Start, Finish-to-Finish, and Start-to-Finish relationships between tasks with configurable action modes.
• Salesforce object mapping: Map monday columns to Salesforce standard and custom object fields, including Opportunities, Accounts, Leads, and Contacts, with two-way sync.

monday AI Workspace Integrations

monday AI Workspace documents 850+ integrations and apps, including native Salesforce, HubSpot, QuickBooks, Slack, Microsoft Teams, GitHub, GitLab, Google Calendar, and Outlook integrations. It also provides GraphQL and SDK access for custom integrations.

Pros and Cons

Pros:

• Portfolio resource views surface capacity constraints
• Dependencies and Gantt views expose schedule risk
• Visual boards clarify cross-team delivery status

Cons:

• Financial tracking omits billing and margin controls
• Resource planning requires Enterprise access

New Product Updates from monday AI Workspace

August 9 2026

monday AI Workspace Adds Human Approval Routing

monday AI Workspace adds a human-in-the-loop approval block to AI Workflows, sending approval requests and routing workflow paths based on responses. For more information, visit monday AI Workspace's official site.

LEARN MORE ABOUT MONDAY AI WORKSPACE:

• Check out monday AI Workspace on their website
• Read my in-depth review of monday AI Workspace
• Explore best alternatives to monday AI Workspace

5

VOGSY

Best for unified global project oversight

• Free trial available
• From $16/user/month (billed annually)

Visit Website

Customer Rating: 4.6/5

This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

VOGSY is a professional services ERP that connects project management, resource planning, time tracking, invoicing, and CRM synchronization—including with Salesforce—in a single platform built for services-focused teams.

Who Is VOGSY Best For?

VOGSY suits professional services teams managing projects across multiple countries who need resource planning, billing, and financials in one place.

Why I Picked VOGSY

I picked VOGSY as one of the best because it handles the full arc of a professional services engagement—from pipeline to invoice—across multiple countries and currencies in a single platform. When a deal closes in your CRM, VOGSY's sales agent can immediately propose a resourced project plan, complete with deliverables, booked team, hours, and a billing model, ready for approval. I also like how its planning view places opportunity bookings directly alongside live projects, so you can spot capacity conflicts before they become problems.

VOGSY Key Features

• CRM synchronization: Syncs organization, contact, and opportunity data between your CRM and VOGSY, with bidirectional updates for organization records.
• Multi-currency and multi-company support: Manage projects across multiple countries, currencies, and legal entities with consolidated base-currency reporting.
• Flexible billing models: Supports time-and-materials, fixed-price, retainer, subscription, and mixed billing within a single project.
• AI-powered capacity planning: Matches skills to open work, flags overloaded or available staff, and proposes project staffing for review and approval.

VOGSY Integrations

VOGSY offers native integrations with Salesforce, Jira, Trello, Xero, Sage, NetSuite, QuickBooks Online, Google Workspace, and Microsoft 365. Its REST API supports custom connections.

Pros and Cons

Pros:

• Reviewers praise responsive onboarding support
• Margin forecasts connect delivery with finances
• Opportunity bookings appear beside active projects

Cons:

• Sales teams lack embedded delivery visibility
• Project tasks don’t sync into CRM

New Product Updates from VOGSY

October 4 2026

VOGSY Adds Velocity Agent Verdicts for Quote Approvals

VOGSY adds Velocity agent verdicts for quote approval requests with risk levels, margin checks, discount analysis, and reasoning. This helps approvers assess quote risk before making a final decision. For more information, visit VOGSY’s official site.

LEARN MORE ABOUT VOGSY:

• Check out VOGSY on their website

6

Inspire Planner

Best for native Salesforce project delivery

• 30-day free trial
• From $25/user/month (billed annually)

Visit Website

Customer Rating: 4.8/5

This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

Inspire Planner is a 100% Salesforce-native project management app that supports waterfall and agile delivery, with Gantt, Kanban, and portfolio views, resource management, time tracking, and project financials—all built directly on your Salesforce org.

Who Is Inspire Planner Best For?

Inspire Planner is a strong fit for Salesforce-native teams that manage client delivery directly from their CRM, especially those running implementation or onboarding projects tied to closed deals.

Why I Picked Inspire Planner

I picked Inspire Planner as one of the best because it's the only tool on my list that lives entirely inside Salesforce, with no syncing to an external app. What I love most is the Opportunity-to-project Flow: when a deal closes, a project automatically spins up, linked to the Account and Opportunity, with templates stitched directly from the products on that deal. I also rely on the resource utilization views to track capacity across active projects without ever leaving my Salesforce org.

Inspire Planner Key Features

• Gantt chart with critical path: An interactive Gantt view displays dependencies, milestones, baselines, and critical path mapping across your project schedule.
• Agile backlog and sprint planning: Organize backlog items, create user stories, and group work into prioritized sprints with burnup, burndown, and velocity charts.
• External Project Portal: Share project schedules with external contacts so they can view tasks and update status, effort, and comments without a Salesforce license.
• Project financials tracking: Track budgets, expenses, earned value, and cost variance with automatic cost calculations based on effort and resource rates.

Inspire Planner Integrations

Inspire Planner offers native integrations across Salesforce, including Salesforce Tasks, Opportunities, Chatter, Reports and Dashboards, Flow, Process Builder, and the Salesforce mobile app. It supports custom integrations through the standard Salesforce API.

Pros and Cons

Pros:

• Reviewers praise responsive customer support
• Portfolio views show progress and resource allocation
• Gantt charts clarify task dependencies

Cons:

• Resource load leveling has reported gaps
• No invoicing or portfolio-level cost rollups

LEARN MORE ABOUT INSPIRE PLANNER:

• Check out Inspire Planner on their website

7

Rocketlane

Best for client onboarding tied to CRM deals

• 14-day free trial
• From $49/user/month (billed annually)

Visit Website

Customer Rating: 4.8/5

This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

Rocketlane is a professional services automation (PSA) platform that combines project management, resource planning, client portals, and financial tracking—built specifically for services teams that run structured delivery workflows tied to CRM deals.

Who Is Rocketlane Best For?

Rocketlane is a strong fit for professional services teams that need to manage structured client delivery workflows directly connected to their CRM pipeline.

Why I Picked Rocketlane

I picked Rocketlane as one of the best because it's purpose-built for the exact moment a Salesforce deal closes: it automatically spins up a project using deal data, routing it to the right template based on Salesforce fields like SKU, Product Family, or Region. I also love that you can soft-book roles and skills against a deal before it's even won, then convert those soft allocations to hard commitments the moment it closes.

Rocketlane Key Features

• Branded customer portal: Clients can log in via magic link to view project progress, complete approvals, and collaborate directly within a white-labeled portal.
• PSA-grade financial tracking: Teams can manage rate cards, project budgets, margins, revenue recognition, and invoicing from within the same platform.
• Gantt, Kanban, and List views: Project work can be visualized and managed across multiple layout options, with sprint planning, epics, and backlogs included.
• Salesforce sync error notifications: Configurable email alerts notify admins of integration errors, with an in-app log surfacing the last 100 automation error entries.

Rocketlane Integrations

Rocketlane offers native integrations with Salesforce, Jira, Slack, HubSpot, Google Calendar, Outlook Calendar, and Snowflake. It also supports Workato, Zapier, and an API for custom integrations.

Pros and Cons

Pros:

• Customers track progress in branded portals
• Soft-booking helps forecast delivery capacity
• Automates deal-to-project handoffs with templates

Cons:

• Reporting options may not fit team cadence
• Setup can complicate CRM handoffs

LEARN MORE ABOUT ROCKETLANE:

• Check out Rocketlane on their website

8

Planview AdaptiveWork

Best for portfolio-scale services delivery tracking

• Free demo available
• Pricing upon request

Visit Website

Customer Rating: 4.2/5

This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

Planview AdaptiveWork is a portfolio and work management platform that connects Salesforce CRM to professional services delivery through project planning, resource management, financial tracking, and bidirectional data sync.

Who Is Planview AdaptiveWork Best For?

Planview AdaptiveWork is a strong fit for professional services teams that need to connect a Salesforce sales pipeline directly to project delivery, resource planning, and financial tracking at the portfolio level.

Why I Picked Planview AdaptiveWork

I picked Planview AdaptiveWork because it's built specifically for professional services teams that need to manage delivery at the portfolio level, not just the project level. Its dedicated Salesforce Edition connects opportunity data directly to project creation, so when a deal moves forward, your delivery team can trigger a full project plan without re-entering CRM context. I also appreciate how the financial tracking layer ties timesheets, rate cards, and revenue forecasting back to Salesforce dashboards showing active backlog and profitability trends by engagement.

Planview AdaptiveWork Key Features

• Hybrid work management: Supports waterfall, agile/Scrum, and hybrid delivery methods within a single workspace, with connections to external tools like Jira.
• AI-powered sentiment analysis: Scans project communications and status updates in real time to flag potential delivery risks before they escalate.
• Rate card configuration: Defines resource billing, cost, and revenue rates by role, user, or project to support accurate client invoicing.
• External collaborator portal: Gives clients or external stakeholders access to projects, files, and conversations without requiring a full platform license.

Planview AdaptiveWork Integrations

Planview AdaptiveWork offers native integrations with Salesforce, Salesforce Chatter, and SharePoint. It also connects with Jira, Microsoft Teams, and Slack, supports Zapier, and provides an API for custom integrations.

Pros and Cons

Pros:

• Budget and time tracking support services profitability
• Resource forecasts expose cross-project capacity constraints
• Portfolio views connect schedules, workload, and financials

Cons:

• Sync can misattribute activity or behave inconsistently
• Large plans make schedule changes cumbersome

LEARN MORE ABOUT PLANVIEW ADAPTIVEWORK:

• Check out Planview AdaptiveWork on their website

9

Certinia

Best for end-to-end services delivery financials

• Free demo available
• Pricing upon request

Visit Website

Customer Rating: 4/5

This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

Certinia Professional Services Cloud is a Salesforce-native PSA platform that connects project management, resource scheduling, services estimation, billing, and financial tracking within your existing Salesforce environment.

Who Is Certinia Best For?

Certinia is a strong fit for professional services leaders who need to manage the full delivery lifecycle. From estimation and resourcing to billing and revenue recognition, users can monitor this all without leaving Salesforce.

Why I Picked Certinia

Certinia earns its spot on my shortlist because it's purpose-built to manage the full financial arc of services delivery, from initial estimation through revenue recognition, directly within Salesforce. I particularly like how Services Estimation lets you model resource roles, margins, and expenses before a deal closes, then converts that estimate directly into a project once the opportunity is won. Connected to Services Financials, my team can track bookings, backlog, and rate realization in real time.

Certinia Key Features

• Resource request management: Submit, track, and fulfill resource requests from scoping through project delivery using configurable best-fit assignment criteria.
• Project Gantt component: View and edit project tasks, dependencies, milestones, and assignments directly on a Salesforce project record using a built-in Lightning component.
• Multi-model billing support: Bill clients across time-and-materials, fixed-fee, subscription, and product-sale models within a single billing system.
• Services Communities: Give clients and partners role-based, branded access to project data, timecards, expenses, and invoices through Salesforce Experience Cloud sites.

Certinia Integrations

Certinia Professional Services Cloud is native to Salesforce and lists integrations with Concur (SAP), Docusign, Microsoft Outlook, MuleSoft, Avalara, and Expensify. It also supports REST and SOAP APIs for custom integrations.

Pros and Cons

Pros:

• Billing and forecasting connect project finances
• Resource utilization spans staffing and workloads
• Salesforce-native project tasks update shared records

Cons:

• Performance can slow with large datasets
• Configuration often needs Salesforce administrator expertise

LEARN MORE ABOUT CERTINIA:

• Check out Certinia on their website

10

Certinia PS Cloud

Best for services delivery inside Salesforce

• Free demo available
• Pricing upon request

Visit Website

Certinia PS Cloud is a Salesforce-native professional services automation platform that covers project management, resource planning, services estimation, billing, and financial tracking—all within the Salesforce environment.

Who Is Certinia PS Cloud Best For?

Certinia PS Cloud is built for professional services teams that run their entire delivery operation—from resource planning to billing—inside Salesforce.

Why I Picked Certinia PS Cloud

I picked Certinia PS Cloud because it's the only tool on this list that doesn't integrate with Salesforce—it runs entirely inside it, sharing the same records, data model, and UI. I love that project managers can embed a live Gantt directly on a Salesforce project record, tracking task dependencies, milestones, and resource assignments without ever leaving the platform. The Work Planner adds real staffing depth, showing over- and under-allocation across your team so you can drag and reschedule assignments on the spot.

Certinia PS Cloud Key Features

• Services estimation: Model resource roles, seniority, discounts, and expenses to build profit-aligned quotes using best-practice templates and historical data.
• Multiple billing models: Support time-and-materials, fixed-fee, subscription, and product-sales billing from a single centralized invoicing workflow.
• Skills and experience analytics: Use analytics dashboards to view team capabilities and allocate resources based on skills, experience, and availability.
• Shared opportunity pipeline views: Give delivery teams real-time visibility into the sales pipeline so resource planning can begin before a deal closes.

Certinia PS Cloud Integrations

Certinia PS Cloud integrates natively with Salesforce CRM and lists integrations with Avalara, AvidXchange, Concur, DocuSign, Expensify, Microsoft Outlook, and MuleSoft. RESTful APIs and SOAP-based web services support custom integrations.

Pros and Cons

Pros:

• Project financials connect delivery, billing, and margins
• Work Planner exposes allocation gaps and utilization
• Gantt tracks dependencies, milestones, and task status

Cons:

• Reviewers report dated screens and slow performance
• Custom handoffs require Apex development

LEARN MORE ABOUT CERTINIA PS CLOUD:

• Check out Certinia PS Cloud on their website

Outro software de gestão de projetos que integra com o Salesforce

Segue-se uma lista de software adicional de gestão de projetos que integra com o Salesforce e que selecionei. Embora não tenham ficado entre os primeiros, continuam a ser opções valiosas e merecem uma análise mais aprofundada.

1. Mission Control

   For opportunity-to-project scoping by line item

2. Kantata

   For professional services automation

3. Smartsheet

   For spreadsheet-style Salesforce project sync

4. Scoro

   For PSA teams bridging quotes and delivery

5. Hive

   For Salesforce-triggered project creation

6. ClickUp

   For all-in-one project management

7. Jira

   For AI-powered task automation

8. Asana

   For cross-team task tracking tied to CRM data

Como escolher software de gestão de projetos que integre com o Salesforce

Ao avançar no seu próprio processo de seleção de software, tenha em consideração os seguintes pontos:

• Personalização e escalabilidade: O software deve ser adaptado às necessidades da sua organização e acompanhar o crescimento da sua empresa. A personalização inclui a adição de objetos e campos específicos, enquanto a escalabilidade garante que o software consegue lidar com mais projetos e utilizadores ao longo do tempo. 
• Suporte de metodologias: Escolha um software que esteja alinhado com as metodologias de gestão de projetos da sua equipa, quer sejam Ágil, em cascata ou híbrida. As ferramentas certas, como gráficos de Gantt ou quadros ágeis, são essenciais para suportar os processos preferidos da sua equipa.
• Experiência do utilizador e colaboração: Uma interface intuitiva é fundamental, juntamente com funcionalidades que reforcem o trabalho em equipa. (Como fóruns de discussão e partilha de documentos) A integração com plataformas de colaboração como o Chatter, o e-mail, o Microsoft Teams ou o Slack pode melhorar ainda mais a comunicação e ajudar as equipas a manterem-se no caminho certo.
• Relatórios e análises: Os relatórios e as análises avançados são importantes para monitorizar o estado dos projetos e orientar as decisões. Os relatórios e painéis personalizáveis fornecem informações valiosas sobre as métricas dos projetos, ajudando os gestores a supervisionar os projetos de forma proativa.

Estas considerações abordam vários desafios e requisitos, desde a gestão e personalização de dados à compatibilidade com metodologias, à colaboração entre equipas e a análises esclarecedoras para uma tomada de decisões informada.

À medida que a interseção entre o software de gestão de projetos e a integração com o Salesforce continua a evoluir, as empresas podem esperar eficiências acrescidas e operações simplificadas. Ao adotarem estas tendências, as empresas podem tomar decisões mais informadas e alcançar melhores resultados nos projetos.

Salesforce nativo vs. integração com o Salesforce: qual é a diferença?

Nem todas as integrações com o Salesforce funcionam da mesma forma. O tipo de integração pode afetar a forma como os dados circulam entre sistemas, a configuração necessária e o local onde a sua equipa gere os projetos.

Salesforce nativo: A ferramenta de gestão de projetos é criada diretamente na plataforma Salesforce, mantendo os dados do CRM e dos projetos no mesmo ambiente. Esta opção é frequentemente a mais adequada para equipas centradas no Salesforce que pretendem fluxos de trabalho de vendas e entrega estreitamente ligados.

Conector nativo do Salesforce: A ferramenta de gestão de projetos funciona separadamente, mas disponibiliza uma integração oficial com o Salesforce. Dependendo do conector, as equipas poderão sincronizar oportunidades, contas, contactos, campos personalizados e atualizações de projetos entre as duas plataformas.

Integração de terceiros: O Salesforce liga-se à ferramenta de gestão de projetos através de um serviço como o Zapier, o Make ou o Workato. Esta opção pode funcionar bem para automatizações simples, mas as capacidades e os requisitos de manutenção dependem da plataforma de terceiros.

Ao comparar ferramentas, não verifique apenas se a integração com o Salesforce está disponível. Analise que dados podem ser sincronizados, se a sincronização é bidirecional e se os fluxos de trabalho, como transformar uma oportunidade fechada num projeto, podem ser automatizados.

O que é um software de gestão de projetos que se integra com o Salesforce?

O software de gestão de projetos que se integra com o Salesforce combina as capacidades das ferramentas de gestão de projetos com as extensas funcionalidades de gestão de relações com clientes (CRM) do Salesforce. Ao ligar estes sistemas, as equipas podem gerir projetos diretamente a partir do Salesforce, acedendo a tarefas, cronogramas, recursos e análises, mantendo simultaneamente uma visão unificada das interações com os clientes, dos dados de vendas e do progresso dos projetos.

Funcionalidades

Ao comparar software de gestão de projetos que se integra com o Salesforce, concentre-se nas funcionalidades que ligam os dados de vendas à entrega de projetos e reduzem o trabalho manual entre sistemas:

• Sincronização de dados em tempo real: Mantém consistentes as informações sobre clientes, oportunidades e projetos entre o Salesforce e a sua ferramenta de gestão de projetos.
• Automatização de fluxos de trabalho: Automatiza ações entre sistemas, como criar um projeto quando uma oportunidade atinge o estado Fechado - ganho ou atualizar o Salesforce quando um marco do projeto é concluído.
• Suporte para campos e objetos personalizados: Permite que a integração funcione com os campos e objetos do Salesforce que a sua equipa utiliza efetivamente, incluindo configurações personalizadas.
• Sincronização bidirecional: Permite que as informações circulem de e para o Salesforce, ajudando as equipas de vendas e de entrega a trabalharem com dados atuais sem duplicarem atualizações.
• Modelos de projeto: Uniformiza a transição das vendas para a entrega, aplicando automaticamente planos de projeto repetíveis a novos clientes ou oportunidades.
• Relatórios multiplataforma: Liga os dados do Salesforce ao estado dos projetos, aos recursos, ao tempo ou às informações financeiras, proporcionando uma melhor visibilidade ao longo do ciclo de vida do cliente.

As funcionalidades mais importantes dependerão do grau de ligação necessário entre os seus fluxos de trabalho de vendas e de projetos. Dê prioridade às integrações que reduzem as transferências manuais, permitindo simultaneamente que ambas as equipas acedam às informações de que necessitam.

Benefícios do software de gestão de projetos que se integra com o Salesforce

A integração do software de gestão de projetos com o Salesforce pode ajudar a ligar as áreas de vendas e de entrega da sua empresa. Entre os principais benefícios incluem-se:

• Transições mais simples das vendas para os projetos: Transfere automaticamente os dados dos clientes e das oportunidades para novos projetos, reduzindo a configuração manual e a perda de informações.
• Visibilidade partilhada dos clientes: Permite que as equipas de vendas, de gestão de contas e de projetos acedam a informações relevantes sobre clientes e projetos ao longo de todo o ciclo de vida.
• Menos introdução manual de dados: Sincroniza informações entre sistemas para reduzir atualizações duplicadas, erros e o tempo despendido na manutenção de registos.
• Melhores relatórios de projetos e do CRM: Combina dados do Salesforce com informações sobre o estado dos projetos, recursos, tempo ou finanças, proporcionando uma visão mais clara do desempenho dos clientes e dos projetos.
• Fluxos de trabalho mais consistentes: Automatiza processos como a criação de projetos a partir de oportunidades fechadas, a atribuição de trabalho e a atualização do Salesforce à medida que os projetos avançam.

Em última análise, a integração ajuda a colmatar a distância entre conquistar trabalho no Salesforce e entregá-lo através da sua plataforma de gestão de projetos.

Tendências

As integrações de gestão de projetos com o Salesforce estão a tornar-se mais automatizadas e interligadas. Entre as principais tendências incluem-se:

• Transferências automatizadas de vendas para projetos: Mais ferramentas podem criar automaticamente projetos, tarefas e fluxos de trabalho quando as oportunidades do Salesforce atingem fases importantes.
• Sincronização bidirecional mais profunda: As integrações estão a expandir-se para além da sincronização básica de contactos, mantendo as oportunidades, contas, campos personalizados e atualizações dos projetos alinhados entre plataformas.
• Automação de fluxos de trabalho com IA: A IA está a ser cada vez mais utilizada para automatizar tarefas, resumir a atividade dos projetos e apresentar informações relevantes do CRM e dos projetos.
• Relatórios unificados de vendas e entrega: As equipas querem cada vez mais os dados do CRM e dos projetos interligados, para poderem acompanhar em conjunto o desempenho dos clientes, da entrega, dos recursos e das finanças.

Estas tendências estão a tornar a profundidade da integração e a automação fatores cada vez mais importantes na escolha de software de gestão de projetos para o Salesforce.

Custos e preços

Ao selecionarem software de gestão de projetos que se integre com o Salesforce, os compradores de software devem estar atentos aos diversos planos e opções de preços disponíveis. Compreender os tipos de planos, os preços médios e as funcionalidades comuns pode ajudar os compradores a tomar uma decisão informada, alinhada com os requisitos da empresa e as limitações orçamentais. Eis quanto podem custar os diferentes softwares de gestão de projetos:

Tabela de comparação de planos para software de gestão de projetos que se integra com o Salesforce

Lembre-se de que, ao considerar um plano, deve avaliar o nível de integração com o Salesforce necessário e a complexidade das funcionalidades de gestão de projetos de que a sua organização precisa.