Salesforce
Connect the sales pipeline in Salesforce with the delivery work in Altus.
For services organisations and anyone running customer-facing programmes, the handover from sales to delivery is often where visibility breaks down. Altus can link with Salesforce so that opportunity, customer and services data can inform portfolio planning and delivery.
Delivery teams get context on where each project came from. Sales and leadership get better visibility into how what was sold is actually landing. Everyone works from the same picture.
What you can do with it
- Link Salesforce opportunity data into portfolio and delivery planning
- Give delivery teams context on customer and services engagements
- Report on the pipeline-to-delivery journey in one connected view
See how Altus + Salesforce could work for your organisation.
Ready to unlock project success?
Schedule a demo to find out more about how Altus can help your organisation unlock project management success and reach your strategic goals.