Project Tracking & Time Entry Using Salesforce
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  • I am helping a tiny non profit and this solution would be ideal. Any chance you would share set-up of custom objects or only available for those who contract services?
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  • Hi,

    I am looking for help with a Project tracking and time entry system. currently we use dream force and find it too slow and cumbersome. I would like to talk to you to learn more about how you would approach this and possibly engage your firm at some level. Please advise.
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  • 1. Project Tracking & Time Entry using salesforce.com
    A new easy to use project management tool for utilizing VisualForce
  • 2. We think there’s got to be a better way…
    In our opinion, most of the Project Management and Tracking tools out there are too complicated and tough to use for most PS firms – believe us – we are one!
    Microsoft Project Web Server is expensive and incredibly complex – Dream Factory is slow and cumbersome, QuickArrow is too big and too complicated to easily learn, and Appirio takes more time to set up than it does to use!
    We’ve approached the PS tracking problem with a new vision of what SHOULD be required to track projects, schedule resources and manage time entry. Think about it as a Project Management tool for the rest of us
  • 3. Easy to use – Easy to create Projects
    Using salesforce.com® Easy to implement custom object functionality, we can quickly build a project object that your customer will understand and like. Notice ours? Lots of specifics around salesforce.com® projects. We could replicate this for any type of consulting or services based firm.
  • 4. Projects created from Opportunities – in one click
    And of course, an easy one click interface creates a project (and pulls subsequent data) from an Opportunity to a Project – making it EASY to go from Opportunity to Project in one click.
  • 5. From a Project, create a Resource Forecast in one easy step
    One of the big problems is forecasting utilization and understanding which resources are (or WILL BE ) busy at a given time. We’ve made this easy to understand with our Schedule Entry function
  • 6. Our Online Calculation shows potential issues with over-utilization
    We wanted to build a system that quickly identified potential over-scheduling. Our solution? Color code potential hour conflicts right on the schedule entry screen.
  • 7. Quickly submit a schedule and then check the results
    We then built dashboards to quickly review the entries, and visually SEE if someone is over-allocated
  • 8. And Schedules can be “weighed” easily – just by using the Probability on the Opp
    A Huge Opportunity is only 20% likely to close? Just count the allocation of the schedule 20%. This way you can “fudge” allocation of resources and update as the Opportunity updates – automatically.
  • 9. Time Entry is a Breeze as well
    We think that consultants should work, not administrate. To that end, we’ve made our Time Entry function as simple as the rest of salesforce.com®. Just click on a date, click on the project, click on the milestone and go. Want to clone last week since you’re doing the same thing? No problem. All in a one click environment.
  • 10. Built In salesforce.com® Approvals will allow us to review BEFORE we send for invoicing
    And by using the power of BASE salesforce.com®, we can incorporate all kinds of great Workflow rules, and Approval processes to ensure that time is accurate and complete.