PMT+ for Salesforce
Create seamless processes in project management with PMT+
PROBLEM
Completing projects successfully within the scheduled project duration, within budget and in line with the expectations of all stakeholders is hard work. Customer and project information is often exchanged in emails, kept in tables or various tools.
The merging of information is very time-consuming due to the change of tools. Project risks are not recognized early.
SOLUTION
With our PMT+ solution, you can keep an eye on the timeline, budget and team workload in real time. PMT+ for Salesforce is a Salesforce native project management solution that enables seamless processes from sales to professional service to billing.
PMT+ has been designed so that relevant information about customers, project budgets and deadlines as well as functions are available where they are needed. This increases the productivity of your team, as the time-consuming search for information is eliminated.
Colour coding and automatic notifications support you in correctly setting the focus in the project.
What is special: PMT+ is a highly customisable template that we or you can tailor to your needs.
PMT+ is based on our best practices in project implementation and offers you a basis with many functions on which you can map your individual processes.
- Planning and managing agile and waterfall projects
- High adaptability
- Suitable for customer projects and internal projects
- Colour coding of limit values
- Time recording with consideration of individual daily rates
- Sending proof of performance
- Higher data quality through validation rules
- Management of project phases and project tasks
- Workflows to automate processes
- Individual reports and dashboards
- Mobile access
- No monthly license costs
- 100% Salesforce native: data protection, performance and stability according to Salesforce standards
FEATURES
Project Manager
Use the PMT+ Project Manager to plan and manage your projects: You can divide projects into phases and tasks with start and end dates and assign them to employees. You can find the right project team with the Project Forecast, which you can jump to with a click of a button.
The Project Manager shows you the status of phases and tasks in real time, how much budget you have available and when which tasks have to be done by which employee. Coloured markings show you important information such as deadlines that threaten to be missed or the overbooking of budgets.
The Project Manager enables much more, such as filtering phases and tasks based on certain criteria or splitting tasks.
Project Navigator
The Project Navigator is the view for all project members in your team to manage their tasks and times. With the PMT+ Project Navigator, employees can see which tasks are assigned to them and can book times at the push of a button.
Time booking is possible for yourself or other users and can also be done on the go from the PMT+ Project Manager mobile view. If you work with partners or freelancers, you can provide them with a community so that they can also book their times.
Project Forecast
The PMT+ Project Forecast shows you the planning for a project and the planning for employees.
At the project level, you can plan which employees you need and to what extent to meet deadlines. The employee forecast shows you which employee is scheduled for which project with how many times. You can see capacities at a glance, taking into account working hours, holidays and other absences. An overbooking of an employee is highlighted to you directly. Thanks to the integrated skill management, you can deploy employees according to their skills.
Request a Specialist
Request a Specialist was developed in case that a certain skill is unexpectedly required in a project. This can happen if an employee is unavailable or the scope changes. The Request a Specialist function can be used to request a specific skill set from the PMO.
Process integration with Sales
With PMT+, the Professional Service Team is automatically informed about new orders. Relevant information from Sales is transferred. Opportunity and project information are continuously synchronised afterwards. Because our solution is based on the Salesforce platform, other departments such as Service or Marketing can also be integrated. The coordination effort and transfer of information are streamlined.
Frequently asked questions
Here you will find frequently asked questions and our answers on PMT+. If your question is not included or has not been answered comprehensively, please contact us. We’re here to help.
First steps
What is PMT+?
PMT+ for Salesforce is a project management solution and enables seamless processes from Sales to Professional Service to invoicing.
What is special about PMT+?
PMT+ is a highly customisable template, which we or you can tailor to your needs. PMT+ offers you a basis with many functions on which you can map your individual processes.
Which companies is PMT+ suitable for?
PMT+ is created for all companies that implement projects: whether customer projects or internal projects, regardless of the size of the project team and the project approach.
Our solution is particularly suitable for service companies with a professional Service who use the Salesforce Sales Cloud as their CRM system.
Does data leave the Salesforce platform?
No. Your data does not leave the Salesforce Platform. Our solution is 100% Salesforce native.
Price and editions
Which Salesforce edition do I need?
Enterprise or higher.
Is PMT+ available on Salesforce Appexchange?
No. PMT+ is not a classic Salesforce App. It is a template that is adapted to your needs.
Automate your professional service processes with PMT+
