Milestones PM+Passage Technology
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Related Products
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About
Cross-industry, native, project and process management solution for Salesforce. Project management isn’t one-size-fits-all. That’s why there’s Milestones PM+ for Salesforce. Free Salesforce project management app on AppExchange, Milestones PM+ is easy to use for simple task management and flexible to customize for complex business programs. No matter how broad or granular, Salesforce project management is great for any business. Save time on repeatable tasks and efforts like onboarding and meetings with preset templates. Instantly update clients about progress on their contracts and orders. Transform ad hoc planning and notes into organized, actionable projects. Clearly detail framework and roadmaps for proposal presentations. Smarter Task assignments with our comprehensive Resource Finder.
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About
With a single user interface for tasks, appointments, opportunities, and more, there’s no guessing what to do, or when. Sales cadences provide structure for consistent engagement, whether it be outbound prospecting, quarterly customer touchpoints, or anything in between. Plus, save your sales reps critical time with repeatable cadences, automated and bulk email options, email templates, and more. Salesforce and Salesvue data work together in one platform to provide insights about follow-up timeliness, consistency of engagement, key drivers of success, and conversion rates across the entire sales cycle. With all Salesforce data and the playbook for their day in one place, sales reps can cut down on administrative task time and get into more conversations that result in closing more deals.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Organizations that need a project and process management solution for Salesforce
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Audience
Sales Force Automation solution for companies
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$120 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationPassage Technology
Founded: 2008
United States
www.passagetechnology.com
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Company InformationSalesvue
United States
salesvue.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Project Management Features
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
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Sales Force Automation Features
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
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Integrations
Salesforce
Formstack
Salesforce Agentforce Service
Seismic
Square Appointments
Square POS
Square Payments
Square for Retail
Vertical IQ
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Integrations
Salesforce
Formstack
Salesforce Agentforce Service
Seismic
Square Appointments
Square POS
Square Payments
Square for Retail
Vertical IQ
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