BidBook
Manage your Bids, Revenue and Projects with BidBook for Salesforce CRM. Manages relationships that drive new project demand. Submits Proposal Estimates. Manages follow-up tasks. Views estimation queue. Works or uploads estimates. Invites approved suppliers to bid on scopes of work. Manages suppliers bid process and overall budget. Produces proposal documentation. Collaborates with the team. Uses BidBook to aggregate all inbound bidding opportunity. Collects files, drawings, and addendums necessary. Assigns bids to sales and estimation to pursue. Views pending demand for projects, revenue schedules, profit analysis, and win/loss performance. Approves purchase orders. Initiates invoices.
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Campfire
Campfire is a Salesforce-native requirements management and IT project oversight solution built to help teams discover, collaborate, and deliver implementations with ease. It streamlines project workflows from Discovery to Post-Go Live support, giving every department one place to collaborate, track decisions, assign action items, and stay aligned through Chatter posts, direct mentions, due dates, and priorities. As a native Salesforce app, Campfire brings security, scalability, uptime, access from anywhere, automation, and integration capabilities through the Salesforce ecosystem and AppExchange marketplace. It provides real-time visibility into project progress, phases, risks, milestones, key performance indicators, and metrics through intuitive dashboards, helping teams stay informed and make data-driven decisions for successful delivery. Implementation leads can map business processes and process steps directly inside Campfire.
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Inspire Planner
Inspire Planner is one of the leading Salesforce project management apps. It is used across multiple industries by companies of all sizes, ranging from small businesses to large public enterprises.
For years we have searched for an effective Salesforce-native project management application with little success. Our search on Salesforce AppExchange led us to apps that were either too expensive, had too many features that we didn't need, or were selling a new way of doing things. We chose to put our talents to work and develop the app we were in search of. This vision became Inspire Planner.
With Inspire Planner, you can enjoy many powerful features such as multiple predecessors, interactive Gantt chart, automations, templates, time tracking, resource capacity planning, and many more, while enjoying our intuitive UI.
If you are using Microsoft Project, Smartsheet, or a similar tool but want to integrate everything in Salesforce, Inspire Planner can be an ideal transition.
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TaskRay
Your Ticket to First Class Customer Onboarding. There’s a reason we're the best Salesforce-native app for customer onboarding. Our TaskRay in 60 seconds video covers the 4 critical steps and best practices for onboarding, just a few of the things that set us apart. TaskRay is the Leader in Customer Onboarding in Salesforce. TaskRay, an innovative customer onboarding and project management solution, helps companies manage their onboarding and implementation processes, drive greater efficiencies, and create unmatched customer experiences—all within Salesforce.
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