LiquidPlanner Launches New Integration With Salesforce.com

Seattle, WA — August 26, 2013 — LiquidPlanner, creators of the industry’s only priority-based, predictive project management solution, today announced that its project management software now seamlessly integrates with Salesforce.com’s powerful online customer relationship management (CRM) platform. Today, Salesforce.com users can download the free LiquidPlanner app for Salesforce from the AppExchange marketplace, providing them with the ability to create and monitor projects in LiquidPlanner from within the Salesforce interface. LiquidPlanner introduced its first integration with Box.com for accessing cloud-based documents and files in 2012, and recently announced integrations with Google Drive and Dropbox.

“For many of our customers, Salesforce.com serves as the primary hub for tracking potential project work, such as consulting engagements, custom software development, or advertising campaigns,” said Liz Pearce, CEO of LiquidPlanner. “As teams get closer to closing deals, they need to prep their project teams for upcoming work, and once the project is in flight they need up-to-the minute status information. The LiquidPlanner integration provides all those things to help bridge the gap between sales and project teams.”

The new LiquidPlanner app for Salesforce.com provides several benefits for Salesforce.com users and project teams, including:

  • Project Transparency For All: Account management teams will have greater visibility into the status of project-based work they are selling to customers, allowing them to set more realistic expectations and provide more accurate project delivery estimates.
  • Streamlined Opportunity Management: As new sales opportunities are qualified and scheduled, planning for a new project can begin directly from the Salesforce.com interface. Critical details such as project deadlines, milestones, and budget can be captured and transferred to the project team by the salesperson who sold the deal.
  • Better Workload Visibility and Resource Planning: Project teams get quicker visibility into upcoming work, so managers can make sure resources are lined up and work is prioritized appropriately. The result is a more efficient use of resources and higher delivery predictability.
  • Improved (and Cost-Effective) Cross-Team Visibility: Critical project data such as milestone status, the amount of work that’s been done, and expected delivery dates are available to anyone on your team that has a Salesforce.com account. As long as at least one member of a team has an active LiquidPlanner account, separate accounts are not required to view top line project information.

The LiquidPlanner app for Salesforce is available immediately at no cost to LiquidPlanner subscribers. Download and installation information can be found here. To watch a demo of the LiquidPlanner app for Salesforce, visit: http://www.liquidplanner.com/salesforce-integration/

About LiquidPlanner
LiquidPlanner is the industry’s only priority-based, predictive online project management solution. More than 1,500 teams in over 50 countries worldwide rely on LiquidPlanner to conquer the complexity in their projects. Built from the web up, LiquidPlanner is designed to help teams stay on the same page through integrated collaboration, a patent-pending scheduling engine, and powerful analytics that boost project intelligence. For more information visit: www.liquidplanner.com, or follow us on Facebook or Twitter.

Press Contact:

pr@liquidplanner.com

LiquidPlanner Launches New Integration With Salesforce.com was last modified: August 6th, 2015 by Tyler Roehmholdt