Integration of Salesforce with Wrike

Your CRM software is great for managing customers, but not for managing tasks

Benefits for Sales Teams:

- Tap into your team
Request support from a menu of pre-defined services.

- Deliver on promises
Improve accountability by assigning tasks and owners for follow-up.

- Avoid surprises
Get full visibility into the status of work being done for your clients, plus
advanced reporting.

Benefits for Cross-Functional Teams:

- Standardize incoming requests
Single source of truth for all incoming requests. No more email or drive-by requests.

- Improve on-time delivery
Increase productivity and accountability with a clear record of all your team’s work in one place.

- Real-time reporting
Instantly see workload and project status for everyone on your team.



Products

Salesforce
Wrike