Prodotti simili
Chi utilizza questo software?
Customer onboarding tool that assists midsize to large enterprises with implementing plans in Salesforce and embedding projects in CRM accounts.
Valutazioni medie
19 recensioni- Nel complesso 4.4 / 5
- Facilità d'uso 4.3 / 5
- Servizio clienti 4.7 / 5
- Caratteristiche 4.3 / 5
- Rapporto qualità-prezzo 4.5 / 5
Dettagli del prodotto
- Prezzo di partenza 25,00 USD/mese
- Versione gratuita No
- Prova gratuita Sì
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Implementazione
Cloud, SaaS, Web
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Formazione
Live Online
Webinar
Documentazione
-
Assistenza
Orario lavorativo
Dettagli del fornitore
- Tapply
- https://www.taskfeedapp.com/
- Fondata nel 2014
Informazioni su Taskfeed
Get your customers onboard faster. Easily and automatically spin up repeatable projects when your Salesforce Opportunity is Won. Your project outline is automatically created from templates mapped to Opportunity type, or the products on your Opportunity.
Adjust the plan in the rich drag-and-drop Gantt view. Set a baseline to track progress against a commitment. Then share the plan with the customer.
Taskfeed is built and runs on the Salesforce platform.
Caratteristiche di Taskfeed
- Chat di gruppo
- Collaborazione
- Condivisione di documenti
- Creazione di database
- Creazione di documenti
- Gestione degli appunti
- Gestione dei progetti
- Gestione delle attività
- Office Suite
- Strumenti di presentazione
- Controllo ore e spese
- Diagramma di Gantt
- Gestione del portafoglio
- Gestione delle risorse
- Gestione di idee
- Gestione finanziaria
- Metodologie agili
- Metodologie tradizionali
- Modelli personalizzabili
- Monitoraggio dei costi di completamento
- Monitoraggio di attività e progressi
- Portale clienti
- Strumenti collaborativi
- Tabella del metodo Kanban
- Analisi acquisizioni / perdite
- Coinvolgimento dei clienti
- Gestione conti
- Gestione del ciclo di vita del cliente
- Gestione delle comunicazioni
- Gestione delle entrate
- Inserimento aziendale
- Notifiche account
- Strumenti d'analisi per il monitoraggio dell'uso
- Valutazione delle condizioni di salute
Prodotti di successo
Le recensioni più dettagliate su Taskfeed
This is a good option to reduce email noise for teams by pushing team collaboration to salesforce
Data della recensione: 14/3/2018
Simone W.
Commenti: Improved team collaboration when they actually use it!
Vantaggi: I really like the templates and reporting ability. Being able to auto assign tasks out to individuals on the opportunity team based on roles gives each member a good indication of their to do list. Being able to drag and drop predecessor tasks and see the impact on the rest of the project makes aligning the actions with the teams deadlines simple. Using views to be able to manage tasks on team meetings and taking notes real-time in the feed has removed the need to send separate minutes and ensures everyone remembers what was discussed in the previous meeting.
Inconvenienti: I would really like to see this be more mobile friendly. Being able to log in directly to the app while the team is out and about would be a good way to improve user uptake. Like any new system getting team members bought into the benefits has been the biggest challenge especially for team members who don't use SalesForce for their normal activities.
Very easy to configure and get started with minimum training requirements
Data della recensione: 8/3/2018
Richard V.
Commenti: Consistent project approach and reports on who are late in doing their tasks so this can be addressed to ensure project remains on schedule.
Vantaggi: Nice GUI with easy access to the tasks and information contained within them. Easy templates can be created for projects that follow the same process each time which saves a lot of time in creating the tasks required. Being a Salesforce based product, integrates well with Opportunities and other Objects. Reports can be generated for many aspects of the project activities.
Inconvenienti: Cannot print the Gannt View and exporting/importing from excel or MS Project can be difficult. Can't assign checklist roles to tasks from the template, only post Taskfeed Board creation.
It has helped us to streamline our business and make sure all tasks are front of mind
Data della recensione: 15/3/2018
Anthony K.
Vantaggi: I like its ability to easily be used and the ability to customize it. I find the layout is very straightforward and you can get a quick snapshot of where projects stand.
Inconvenienti: It would be nice to be able to have subtasks on tasks so that you can expand the detail behind each task. Also the ability for a grid entry system would be beneficial.
Taskfeed was the solution we were looking for and enables us to be much more efficient!
Data della recensione: 9/3/2018
Kristian C.
Vantaggi: The support that is offered is second to none! Immediate responses and solutions every time! The updates are great at capturing new and innovative additions.
Inconvenienti: It does tend to lag a little when saving and attachments can be a little glitchy, but neither of those are deal breakers
Taskfeed is a robust project management tool that allows our team and clients to succeed.
Data della recensione: 8/3/2018
Utente Verificato
Commenti: A project management tool that is integrated with our Salesforce account (I can't say enough how much of a game changer that was for user adoption). Also, a more robust tool with dependencies, baselines, and powerful template options.
Vantaggi:
Integrated with our Salesforce account to allow our team to work out of one platform.
Client-facing, real-time view of the project.
Ability to customize tasks, templates, and processes.
Taskfeed is responsive to requests (both service and product development).
Inconvenienti: Currently the client view is not able to be filtered, which can make identifying next steps or specific tasks challenging.
