Overview

The Projectworks and Salesforce direct integration automatically creates new projects from opportunities in up to two sales processes in Salesforce, saving your team valuable time and helping them to bill more hours.

As a result of the sync, Salesforce companies are created under a Projectworks organization and opportunity amounts can also become project budgets.

Improved visibility – smarter project decisions

Gain control over your sales pipeline and deliver projects on time and budget with accurate resourcing plans.

Automate your admin and boost your billable time

Use Salesforce data to automatically create projects, companies, and budgets in Projectworks and maximize your billable time.

Increase staff productivity with an integrated system

Improve employee satisfaction and efficiency with an easy-to-use services ecosystem that your team will love.

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