workfront for Sales CRM App

About workfront

Workfront (formerly AtTask) is a cloud-based project management solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. that helps teams to prioritize, route, manage and report on their work. It was created for all types of industries and businesses of any size. It is designed to scale with company growth.

A library of standard reports is available and users can also create custom reports to meet their specific needs. Workfront offers tools to help visualize the work lifecycle so users can keep track of project schedules and budgets. Using the visual interface, users can simply drag and drop tasks to assign them to a team member, shift assignments, and organize workflows.

Communication tools allow employees, accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. managers and executives to collaborate, assign work, track deadlines, check status updates, deliver work and manage reviews and approvals. Managers can assign tasks, track performance and allocate resources. If you are using methodologies like Agile, Waterfall, or others, they can be implemented in the tool.

workfront Integration with Pipeliner CRM

Business professionals that want to integrate workfront with Pipeliner CRM like that Pipeliner’s native integration gives them the power to sync all dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning., connect deeply, and configure flexible workflows. With Pipeliner, organizations can:

  • Create custom workflows
  • Receive hands-on support for ensured success

See how Pipeliner’s enterpriseEnterprise Enterprise (in the context of sales) is a relatively large organization typically composed of multiple levels, locations, and departments which need multi-layer software systems that support collaboration across a large corporate environment.-scale API integration platform can transform your business. Request a demo today of workfront integration and automation.

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