Best Project Management Tools to Plan your Salesforce Rollout
Salesforce is a powerful CRM platform that has become increasingly popular among organizations of all sizes. However, implementing and rolling out Salesforce can be a complex project that requires careful planning, coordination, and execution. In this guide, we will explore some of the project management tools that can be used when rolling out Salesforce, and which one you should pick depending on your rollout strategy.
February 21, 2023
3 min read
Asana - Best for collaboration
Asana is a project management software that can be used to manage a Salesforce rollout project effectively. Asana enables project managers to create and assign tasks to team members, set deadlines, and monitor progress.
Since Asana is user-friendly, easy-to-use, and offers a free plan, we recommend Asana for any rollouts where you don't have an existing project management tool but know you'll need to collaborate on your rollout.
With Asana, project managers can also collaborate with their team members, share files, and communicate in real-time. Asana provides project managers with a centralized platform to manage their Salesforce rollout project and ensure that it is completed on time and within budget.
Jira - Best for complex rollouts
Jira is a project management software that is particularly useful for managing complex projects such as Salesforce rollouts. Jira enables project managers to break down the project into smaller, manageable tasks, and track their progress using agile methodologies.
Jira is considered an industry-standard for Enterprises due to its robust feature-set and security preferences. The amount of features Jira has could be overkill for a startup, but if you're managing a complex rollout that requires documentation as well, consider Jira and it's companion knowledge base product, Confluence.
Jira provides project managers with features such as task management, reporting, and real-time collaboration, making it easier to manage a large team of developers, administrators, and other stakeholders. Jira is a popular choice for organizations that follow agile methodologies and require a flexible and scalable project management solution.
Trello - Easiest to Use
Trello is a visual project management software that can be used to manage a Salesforce rollout project effectively. Trello enables project managers to create boards, lists, and cards to track the progress of their project.
Trello, unlike Jira, is notoriously simple in format - just a kanban board with cards. Trello is so fun and easy-to-use that Atlassian, the marker of Jira, acquired them in 2017. If you like keeping things simple and want to keep your rollout simple too, Trello is the tool for you. Trello also provides features such as checklists, due dates, and attachments, making it easier to manage tasks and collaborate with team members. Trello is a great choice for organizations that prefer a simple and intuitive project management software solution.
Work.com - Best Salesforce Integration
Salesforce's Work.com is a software solution designed specifically for managing Salesforce rollout projects. Work.com provides project managers with features such as task management, real-time reporting, and collaboration tools, making it easier to manage a Salesforce rollout project. Work.com also provides project managers with access to a range of resources and best practices for Salesforce rollout, ensuring that the project is completed successfully.
These tools enable project managers to communicate with team members in real-time, making it easier to resolve any issues that may arise. They also provide features such as video conferencing, screen sharing, and instant messaging, which can be helpful when working remotely or with geographically dispersed teams.
Rolling out Salesforce can be a challenging project, but project managers can increase their chances of success by using the right project management tools. What's important is picking the right project management tool for your rollout goals.
Gantt charts, project management software, communication tools, and data migration tools are just some of the tools that can help project managers streamline their project management process and ensure a successful Salesforce rollout.
By leveraging these tools, project managers can stay on top of their project and deliver a high-quality Salesforce implementation that meets the organization's needs. Implementing these tools can help project managers achieve success in their Salesforce rollout project and improve their overall project management process.
If you have a project plan for your Salesforce rollout but are worried about driving ongoing adoption of Salesforce, consider Driveway for an easy way to turn boring video content into interactive and in-context training. If you'd like to learn more, click the link below and schedule a demo.