Project Management

Your client data, operations, Inventory, and accounting is already in Salesforce. Why shouldn't your project management take place directly where your day to day workflow does? Salesforce has a mountain of tools to track tasks, and keep everyone organized on what they should do next. We Summit Mountains can help you find the exact set of tools you need to harmonize your teams.

Your team will move seamless through Salesforce. Working on tasks, completing them either directly on the record pages, or in the To Do widget. They can manually assign new tasks for themselves, or others. Their daily To Do lists will help them stay on top of immediate tasks, while being able to see upcoming tasks. The system will automate the creation of chains of tasks which help co-workers collaborate, even across teams. You and other leaders will be able to see dashboards of your teams efficiency, what areas need improvement, and completion times for all tasks.