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portfolio managers can struggle to understand the impact of future demand, and even frequent status reports can become outdated in minutes.
- 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.
Many project and portfolio managers are responsible for the successful delivery of Agile projects, but they don’t have adequate visibility into the status and progress of those projects, which are often siloed in Agile development tools. This gap often results in duplicate data entry, inaccurate or out of date information, and no way to enforce proper project governance. Integrating KeyedIn Projects with product development software, such as Jira, allows the project management office (PMO) to gain visibility into every project in the portfolio, regardless of the methodology or tool being used for execution.Learn More