Milestones PM+ Free Edition - Customizable Project Management
Passage Technology partnered with Salesforce in 2012 to provide a managed version of the Salesforce Labs app, Milestones PM, and continues supporting project management efforts with Milestones PM+®. •Portfolio, Program, Project, Milestone Gantt charts and Kanban boards •Reusable project templates •Custom project types •Task to-do checklist •Task timer •Log issues •Risk documentation •Budget; Expense tracking •Enhanced scheduling: set durations, weekends, holidays, non-working days; automatic date shift cascading •Dependencies: parent/child, predecessor/successor, sub-Tasks/sub-Milestones, approval processes •Status checks at-a-glance: Project calendar; Summary view •Import data from Milestones PM, CSV, XML files •Interactive Gantt chart: share, email, print, PDF •Resource planning & resource allocation: users/contacts, finder, skills, teams, capacity, utilization •Time tracking (on any object): time sheets, approval manager, non/billable hours •Assignment Notification emails •Activity (event/task) sync and reminder alerts •Create projects from Opportunities, Cases, any record (Project Creation button) •Quick start services available with Starter Packs
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- approval2×1.35%
- gantt2×1.35%
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- salesforce2×1.35%
- time2×1.35%
- tracking2×1.35%
PowerRouter
PowerRouter helps you with all aspects of lead routing & opportunity assignment ✅Advanced lead routing algorithms like active load balancing ✅Routing leads & other Salesforce objects based on SDR's workload capacity. ✅Easy-to-implement and easy-to-optimize lead routing workflows with drag-and-drop functionality. ✅Lead & opportunity routing based on SDRs' skills, experience, & expertise. ✅Rerouting of old & uncontacted leads based on smart SLA rules. ✅Pause assignments to unavailable and inactive SDRs ✅Real-time notifications about routing failures. ✅Smart auditing & troubleshooting of routing workflows ✅Fuzzy matching algorithm for lead-to-account matching with 100% accuracy. ✅Real-time duplicate checks and account matching, all within one workflow. ✅Avoid routing duplicate leads or same leads to multiple reps with data deduplication. ✅Prioritize your routing criteria to optimize for high sales performance ✅Segment, prioritize, and route inbound leads in real-time with hyper-accuracy. ✅Auto rerouting of failed assignments. ✅Weighted round robin and load balanced routing to ensure fair assignments PowerRouter: Lead routing made simple, reliable, and efficient
Top keywords
- routing11×7.28%
- lead5×3.31%
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- duplicate2×1.32%
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