Custom Salesforce Project Management and Implementation

Overview

No matter what your project management needs are, Passage Technology can customize a solution to meet 100% of your business requirements.

Benefits

  • Optimize your project management solution
  • Completely customize your project needs

User Stories

  • An HR Technology company needed a solution that would automatically create a project with milestones and tasks all populated on an opportunity when closed won. This comes out of the box with Milestones PM+. The customization they needed was to have the milestones and tasks be determined by which products are associated with the opportunity. So instead of managing many templates and having to select a template to use for project creation, our solution enabled it to choose the right template based on inputted data (opportunity products).