EPM Live is excited to announce our new integration with Salesforce.com. Now users can combine EPM Live’s powerful online Enterprise Project and Work Management software with the world class CRM capabilities of Salesforce.com!
Check out this short video to see how the integration works!
EPM Live’s Salesforce App allows sales personnel to view all of their critical information from within Salesforce.com. It provides sales teams the ability to communicate with service teams via the cloud to bring global portfolio and project visibility, task management, and issue management to fruition. Service teams will be able to provide sales, marketing, customer success and executives with the information they need to close new business, increase customer satisfaction and fuel expansion within their pipeline. In this process, all users will remain in their system of preference, working the way that makes them the most productive. With critical project data shared between the software systems, organizations can remove the gap often found between sales and service delivery organizations, and more systematically assure customer success.
EPM Live‘s Salesforce App Highlights:
- Project and Portfolio Management: Increase communication and productivity by bringing critical project data directly into Salesforce. This allows users to see exactly what’s being worked on, with immediate insight into progress or potential issues.
- User Defined Workflows: Easily configure workflows to convert won opportunities from Salesforce into active Projects in EPM Live.
- Global Visibility: Your sales team gets access to real-time information on customer projects, including key milestones achieved, project cost, billing and status information directly in Salesforce.