Meisterplan Connector for Salesforce
Lean project portfolio management to plan resources beyond the short term.
Overview
Meisterplan is a project portfolio resource management software that helps you optimally allocate your resources, ensuring that you deliver on-time and in budget. This means your new clients will be returning customers and your teams won't be overloaded.
Winning clients isn’t just about closing deals – it’s also about delivering on your promises. Use Meisterplan’s what-if scenario planning to ensure that customer projects get delivered on time, and that you secure repeat orders.
Once you reach a self-defined point with your opportunity in Salesforce, a new project will automatically be created in Meisterplan. With Meisterplan, you'll see who is available when, so all work gets done on time, within budget, and without burnout.
Give management exactly what they need. Meisterplan’s intuitive and sleek interface makes Excel a thing of the past. Create reporting dashboards that reflect exactly the data you need to make sure you can pursue the right opportunities in the future.
Create realistic plans for your entire organization. Meisterplan helps you deliver more results through lean project portfolio management and optimal resource utilization.
Categories
- Business Needs
- SalesIT & AdministrationEnterprise Resource Planning
- Industries
- Engineering, Construction, & Real EstateManufacturingProfessional Services
- Personas
- AdministratorBusiness Operations ManagerSales Representative / Manager
- FeaturesNo 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.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesManaged Package