Many of our clients have an ongoing need for project management solutions. We recently did a quick review for a client to answer four key questions:
- What tools are out there for Project Management?
- Can those tools integrate with Salesforce?
- SHOULD my tool integrate with Salesforce?
- What happens if the tool I like best can’t integrate with Salesforce?
Before you run to integrating any data with your Salesforce instance, it’s important to know the Why. How does this new data / tasks intersect with what you currently track in Salesforce? Do you need to understand long term trends about this data, or is this more about getting the current job done?
Ask the big why questions before evaluating the integration specifics of any tool (read Integrate, Import or Leave it Out) and start percolating on what makes sense for your organization.
Ready to get into the nitty-gritty on project management tools? Read On.
(Note: all pricing quotes are estimates, based on nonprofit pricing and publicly available documents for reference only and should be reviewed directly with the vendor.)
No ‘out of the box’ Salesforce Integration, but a favorite nonetheless:
$9.99 per user/per month
Despite no Salesforce integration, this tool tops our list due to its highly customizable nature, and ability to link data with other file and messenger apps – meaning productivity can reign supreme.
- Add custom fields with Premium version
- See high level view of progress across all projects [great for work plan]
- Integrate with other file and messenger apps to keep everything in one place
- Connect with Salesforce through a third-party tool such as Zapier [$20 per month]
Salesforce integration included:
$23 per user/per month
TaskRay is the best solution for managing projects/tasks directly in Salesforce.
- Completely native to Salesforce [best access to linking to standard and custom objects in Salesforce]
- Multiple ways to view a project [Gantt, Calendar view, Kanban, list]
- Create dependencies/relationships between tasks
Requires premier pricing for advanced integrations including Salesforce
Mavenlink is a promising tool with all the bells and whistles for project management. The Salesforce integration should be tested for accessibility to Contacts/Leads, as an initial review Shows the integration focuses mostly on Project data with Accounts.
- Extensive project management capabilities including Gantt charts, resource allocation and project reporting
- Easily assign more than one person to tasks
- Easily share files and track and notes/updates by project in the Activity feed
- Can also track budget per project
$9.99 per user/per month
Trello is built from a task management perspective, which may mean it can’t meet the project management requirements of some users [example: you can add users to a ‘project’, but you can’t assign specific people to checklist items].
- Create multiple boards for different projects
- Add contacts/leads to boards from Salesforce
- Keep track of checklist, to-do lists, comments, files etc. for each project all in one place
Basecamp is more oriented towards large companies with multiple departments. Basecamp aims to replace all external tools and offers calendar scheduling, a messaging app, file storage and message boards. This tool has a lot of capabilities, but may be overwhelming for a small team. A Salesforce integration could be worked out with their own add-on, Bsync, or through a third-party tool such as Zapier, which may allow for more customizability.
$75/month [depends on number of users, may have a nonprofit discount]
Assembla was created with agile methodology in mind and is oriented towards teams with technical deliverables. It contains many features for code reviews and easy collaboration on technical work. A Salesforce integration could be configured through Zapier.
Not reviewed but worth a look as well: