Meet the Cloud for Project Delivery

Create successful client engagements from “proposal” to “project delivered” with award-winning project and resource management software that links seamlessly with Salesforce.

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Improve predictability and profitability of client engagements

Accelerate project kickoff by planning for deals in the pipeline

Give relationship owners real-time visibility into project progress

Your project delivery team needs visibility into your sales pipeline so they can forecast upcoming commitments and properly scope work. Your sales team needs visibility into project progress so they can ensure successful handoffs and strong client relationships.

Enter Mavenlink's Salesforce integration, which connects the world’s leading CRM with Mavenlink’s cloud-based project delivery solution. Give your delivery team the unified project management and resource management platform that works seamlessly with your existing processes in Salesforce for managing prospect and customer engagements.

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Automatically generate Mavenlink projects from opportunities

Trigger new Mavenlink projects for delivering client engagements and tracking complex client pursuits via stage changes in Salesforce.

Sync Mavenlink and Salesforce

Eliminate duplicate project and communication updates with a two-way sync that includes support for Chatter®.

Monitor key project delivery information in Salesforce, including:

  • Chatter®
  • Project Status
  • Start Date
  • Due Date
  • Project Budget
  • Percent Complete
  • + More

Gain project visibility in Salesforce

Stay informed about the health of each engagement by monitoring communication, budget, status, and percent complete.

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