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In organizations where all or a portion of the project portfolio is defined by sales-related efforts – such as the sale of technology products with associated implementation services – forecasting, capacity planning and project creation can be a complex, time-consuming and often inaccurate process. With limited visibility into the sales cycle tracked in the customer relationship management (CRM) system, portfolio managers can struggle to understand the impact of future demand, and even frequent status reports can become outdated in minutes.


Highlights:

  • The union of KeyedIn Projects and a CRM system like Salesforce eliminates the guesswork
  • The capture of Salesforce opportunities is the key driver for this integration with KeyedIn. A Salesforce opportunity can initiate a project in KeyedIn
  • How it works - Integration between KeyedIn Projects and Salesforce is achieved through connectors, process alignment and data mapping.