Construction / Project Mgmt Packages

Project Tracking: Set up basic project tracking features, including project records, timelines, and milestones.

Task and Resource Management: Implement basic task and resource assignment features to manage project schedules.

Document Management: Create a basic document repository for project-related files and documents.

Collaboration Tools: Set up basic communication tools for team collaboration, such as task assignments and email notifications.

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User Training and Documentation: We will provide demos and documents, and hold training sessions for your end-users to ensure they have all of the information they need to be successful with Salesforce.

Everything in Bronze plus:

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Customization: Customize page layouts, record types, and fields to match the client's specific project management needs.

Integration: Integrate Salesforce with other project management tools, accounting software, or scheduling applications.

Advanced Reporting: Create customized reports and dashboards to track project progress, resource allocation, and costs.

Mobile Access: Configure Salesforce mobile features for on-site project management.

Everything in Bronze & Silver plus:

 

Resource Optimization: Implement advanced resource allocation and scheduling features.

Financial Tracking: Integrate with financial systems for advanced cost tracking and financial management.
 

Document Version Control: Enhance document management with version control and access controls.

 

Workflow Automation: Set up complex workflow automation for change orders, approvals, and project-related processes.
 

Client Portal: Create a client portal for clients to track project progress and access project-related documents.