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Project Insight for Salesforce

If your organization uses Salesforce, you can share valuable CRM information with your project team. Following our best of breed approach, you can let your sales and business development team work in Salesforce, while your project team works in Project Insight.

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Integration Features


Better Planning
The sales and business development team can create new projects directly from SFDC that will pass directly to the project team for better forecasting and planning.


Time Is Money
Improve time efficiency. Eliminate duplicate data entry and the errors associated with it by passing account or customer information from SFDC over to PI®.


Team Collaboration
Allow teams to Work Where They're At™. Comments added in Salesforce will be posted to the Project Status comments report in PI for seamless communication.
Click here for more details on Project Insight's integration for Salesforce.

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