Manage Opportunities like a Project

Taskfeed for Sales Opportunity Project Board

I am amazed at how many organisations manage large, complex or otherwise non-standard opportunities without effective tools or process. Do you not think you would close more deals if you and your team were better organised?

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Reporting on resource availability with Taskfeed and Salesforce

Recently I have been speaking with many customers on the topic of resource availability. What it turns out many people want to do is a basic form of resource utilisation. This may not be sufficient for large professional services firms but is perfect for the rest of us that just want a view of a team’s workload. This post will show you how to achieve this with Taskfeed and Salesforce reporting.

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Salesforce Chatter is the leader in collaboration

Andy Mahood is the founder of Taskfeed. Taskfeed provides task and project management for Salesforce and can be found the Salesforce AppExchange.

This week Chatter was named as the top social collaboration tool by G2 Crowd. G2 Crowd offer business software reviews from real users. They compare the best products and services. This makes their review really objective and not to be ignored.

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When I looked at the competitors I thought it was a diverse group. Some are pure social collaboration plays like Yammer and Slack while others are task and project management apps such as Wrike.

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