Salesforce Integration

Share valuable Salesforce information with your project team. Let your sales and business development teams continue in Salesforce while your project teams work in Project Insight.

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Over 10,000 users have found a
perfect fit with PI

SELL CONFIDENTLY

Quickly connect sales information to project work.

Let your sales team continue with Salesforce or their preferred CRM tool. When they win a new deal or start a sales order, you can bring the new proposal into Project Insight and link it to your Salesforce clients. Assign reviewers and make a work order. Then manage your work in Project Insight.

WORK BETTER

Automatically create projects and tasks from opportunities.

Quickly manage budgets and assign resources
Sets rates and expense codes
Establish start and end dates
Spend less time with manual entry and explaining deals to your work teams
See project comments, statuses, and issues in both systems to maximize sales communication

BILL ACCURATELY

Connect project work to billing and invoicing tools.

Create invoice records directly from project work. Unify your CRM, project management, and invoicing tools.

Take on
More Work

The sales and business development team can create new projects directly from SFDC that will pass directly to the project team for better forecasting and planning.

Save
Time

Improve efficiency. Eliminate duplicate data entry and the errors associated with it by passing account or customer information from SFDC over to Project Insight.

Improve
Collaboration

Allow teams to stay in the tools they prefer. Comments added in Salesforce will be posted to projects in Project Insight for seamless communication.