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Resource Hero: Resource Management And Time Tracking Made Easy
Optimize Projects, Maximize Profits, and Save Time Doing It
Overview
Avoid burnout and keep your business profitable with the most intuitive resource management, forecasting, and time tracking app available on the Salesforce AppExchange.
See How Resource Hero: Resource Management And Time Tracking Made Easy Works
Turn Projects into Profits. Identify your most profitable opportunities quickly and clearly. Allocate resources based on expertise, certifications, and availability, ensuring each project is perfectly staffed for maximum profitability and success.
Visualize and Forecast with Confidence. See workload clearly with an easy to use, spreadsheet like timeline: - Who’s available and equipped for this project? - Foresee potential bottlenecks. - Always know if your team can handle more work.
Easily organize and assign your team. Quickly adjust staffing to meet changing demands, eliminate idle time, and avoid resource burnout. Organize by team or talent, and ensure they are aligned with the projects where they can make the greatest impact
Assign skills to people and people to work. Assign the right people using attributes like expertise, certifications, locations, and more. When staffing your projects, view resources ranked based on criteria match and resource availability.
Forecast project workload. Look into the future to understand your teams’ workload with our Forecast Matrix, an intuitive spreadsheet-like timeline that lets you quickly capture and edit your allocation plans.
Simplify Time Tracking, Everywhere Your Team Works. Track billable and nonbillable hours effortlessly within Salesforce, Gmail, MS Outlook, and mobile apps. Capture accurate time data for faster invoicing and streamlined reporting.
Take Snapshots to Track Forecast Changes. As your project evolves due to scope changes, staffing challenges, or other issues, capture a point-in-time picture of your forecasts to analyze how these changes unfold over time and affect project health.
Data-Driven Decisions at a glance Make data-driven decisions and course-correct faster with out-of-the-box reporting. Whether you’re an individual, a team lead, or the CEO, you can visualize the big picture or drill down to the smallest detail.
Fully Flexible, Completely Native. Built on Salesforce, Resource Hero seamlessly integrates with your existing processes. Automate workflows with Salesforce Flow, customize reports, and adapt the solution to fit your unique business needs without.
Is Resource Hero the right fit if you? If you answer “yes” to one or more of these questions, you should call us: • Do your employees typically work on multiple projects and multiple customers? • Is all your resource forecasting, time tracking and project management spread out over several tools and spreadsheets? • Are you unable to confidently say how busy each member of your team will be, weeks and months from now? • Are you finding other tools too expensive, overblown, or inflexible for your needs? • Are you inadequately equipped to use reports from past work to improve the accuracy of future work? • Do you find your people are sometimes overworked and other times underutilized, and wish you could balance the workload? • Are you making staffing decisions based on hunches, and gut-feeling without the use of any quantitative data?
Categories
- Business Needs
- ProductivityProject ManagementTime & Expense
- Industries
- Horizontal ProductProfessional Services
- Personas
- Business Operations ManagerConsultantService Agent / Supervisor
- FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- Native AppNo LimitsLightning ReadyMultiple CurrenciesPerson AccountsCommunity BuilderManaged PackageLightning App BuilderSalesforce Mobile