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Using Salesforce.com to Manage Marketing Projects and Processes


Using Salesforce for marketing projects and processes can give your marketing department an edge

Ready to evaluate your marketing projects and processes? Want to get a better handle on how you organize and scale your department?

If you already use Salesforce.com, you know it provides an underlying infrastructure that offers a world of software applications, managed services and collaborative community of connected partners through a host of third-party apps and services.  

Marketing departments that need to address more complex marketing processes and projects seldom look to Salesforce.com to handle workflow and other approval processes.

That’s a mistake because Salesforce combined with Work-Relay can transform the marketing department’s efficiency.

Here are ten reasons to use Salesforce for marketing process and project management:

  1. Reduce time to market. Eliminate time wasted making decisions about what systems to use and what technology should be installed and updated.
  2. Deploy solutions quicker, cheaper and on a global scale.
  3. Enhanced collaboration between Salesforce community of users that offer support, including reliable developers and specialists.
  4. Relying on Salesforce user support can reduce training and support costs.
  5. Organizations are offered a consistent approach for applications, solutions, support processes, and technology.
  6. Security profiles/authentication methods remain consistent for all solutions.
  7. Data and information are shared via a single network using a highly-connected common repository.
  8. Reduction of information silos provides organizations a more comprehensive view across departments.
  9. Using Salesforce gives access to an ecosystem of developers, applications, and services that can easily be “plugged into” the platform.
  10. Interaction with customers, vendor and partners are conducted in one place.

THE ADVANTAGES OF PROCESS-DRIVEN PROJECT  MANAGEMENT
Process-driven project management provides a single, comprehensive, unified platform for defining, visualizing, and driving the flow of production work through the organization.

  • One tool implementation and support for both processes and projects.
  • Same interface for users involved in processes and projects.
  • The added dimension of time for processes.
  • The added dimension of process management for projects.
  • Responsibilities for process design and project management can be assumed by resources with the appropriate skill set.
  • No importing and exporting between multiple tools, or duplication of data.
  • No duplication of effort designing in one tool and managing in another.
  • A single repository for all the organization’s processes and projects.

If your organization runs process-‐driven projects, and you are managing them as projects, you are severely limiting your organization’s capabilities. A tool that is capable of providing both project and process management will yield enormous dividends.  

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