The Saint Louis Development Corporation (SLDC) is an independent economic development agency that serves the City of St. Louis, Missouri. SLDC manages numerous projects, programs, and initiatives and was searching for a solution to help them create and maintain project flows from initial concept through completion.
They also needed to ensure that tasks and milestones would be laid out and assigned to key users. Director of Grants and Philanthropy, Sandra Brooks-Scott explains, “We were setting up a new Salesforce instance and needed a system to track milestones, tasks, assignments and outputs/outcomes.”
The team was not accustomed to using Salesforce or tracking their tasks and results, so they needed a solution that would allow for quick onboarding. In addition to being robust and compatible with Salesforce, the solution also needed to simplify complex tasks for them.
Milestones PM+ fit their needs perfectly. “We choose it because it is complete and cost effective, as well as easy for my team to learn,” said Sandra. “The team is using the system and seeing the fruits of their actions in a direct, concise and clear way. They are able to course correct based on the data without intervention from others,” she added.
The result is streamlined projects that move through their system seamlessly, while keeping their team on the same page.
Milestones PM+ gives you 360-degree project visibility inside of your Salesforce environment. Whatever project management approach you choose, Milestones PM+ can help you improve project productivity insights, collaborate with non-Salesforce users and external resources, onboard customers, and leverage mobile app support for users who are off-site. 100% Salesforce-native and free to download on the AppExchange, Milestones PM+ works with all Salesforce clouds (Professional and up) for any industry.