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Salesforce Integration for Project Management

Keep your sales team in Salesforce and your delivery team in Project Insight. Connect opportunities and customer details to project plans, people, budgets, and reporting so everyone knows what was sold and what it will take to deliver.
SELL CONFIDENTLY

Bring Salesforce sales information into project work.

When a Salesforce opportunity is won, use its account, contact, and opportunity information to start the related project in Project Insight. Sales stays in Salesforce, while the project team gets the details it needs to plan the work without starting from scratch.
Project Insight project plan created from sales opportunity information
MANAGE DELIVERY

Turn Salesforce opportunities into project plans.

  • Create project plans and tasks from opportunity details and line items
  • Plan project budgets and costs and assign the people needed
  • Set project start dates, deadlines, rates, and expense codes
  • Link the project to Salesforce accounts and contacts to reduce duplicate entry
  • Keep sales informed about project status, progress, and issues
BILL ACCURATELY

Keep project delivery and billing information connected.

Track the time and approved expenses behind the work you sold. Use that project information to prepare invoices and keep billing connected to delivery rather than rebuilding the details in spreadsheets.
WATCH THE WEBINAR

See the Order-to-Cash workflow →

Project Insight project invoice line items
THE PROJECT DATA BACKBONE

See what you've sold.
Know what it takes to deliver.

Salesforce tracks the opportunities you win. Project Insight connects those deals to the people, schedules, budgets, and work needed to deliver. See how new projects affect your capacity and portfolio without piecing together reports from different systems.

Capacity
Can we deliver it?

See whether your team has the people and time for the work.

Financials
What will it cost?

See project budgets and costs alongside the deals you've won.

Portfolio reporting
Where do we stand?

See what's on track and what needs attention across projects.

Explore the Project Data Backbone →

Over 10,000 users have found a
perfect fit with PI

  • deloitte
  • takeda
  • new zealand stock exchange
  • paycor
  • cal-coast
  • cox communications
  • happy-state-bank
  • pmioc
  • jd-power
  • kawasaki
  • SAIC
  • mps
  • axia
  • pioneer
  • surecom
  • thedacare
  • tierpoint
  • unfcu
  • cpa canada
  • bridgeline