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.Request Demo View on AppExchange
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.
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:
- 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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