Automating business processes is a huge time saver for employees and reduces the chance for errors, such as an overlooked approval or missed step in a long path to completion. With Milestones PM+ being 100% Salesforce-native, meaning it’s built specifically on and for the platform, the app can seamlessly integrate into your org to utilize the interface and functions of Salesforce that you’re familiar with; this includes Workflow, Process Builder, and Flow Builder for workflow rules, processes, and flows respectively. Project templates and record types inside Milestones PM+ can be used with Salesforce automation tools to create projects easily from any object based on any action.
Closed/Won Opportunity Customer Projects for Sales Cloud (with different templates for new, existing, returning Accounts)
Case Closed with Solution Project for Service Cloud (with templates for various Solution record types or other resolution classification)
Weekly Check-List Project for Marketing Cloud
Projects based on Orders, Products, and any other object (standard, like Quote, or custom), tailored to any data type and field from the simple to complex.