How to Use Salesforce for Project Management

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Kevin

Complex customer engagements require thoughtful and on-point project management. Project management helps achieve the consistent brand communications which are the hallmark of excellent customer experiences — during marketing and pre-sales, during the sale and following the purchase.

One way to achieve that consistency throughout the customer journey is to use Salesforce for project management. By incorporating project management into your Salesforce instance, you can create complete customer stories by bringing together customer-facing teams, no matter the physical distance between them. If you take customer onboarding or…

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