Best Team Management Software for Salesforce

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

Learning management systems are good for training employees but often fail to address the unique needs of training customers & partners, as well as customers' customers & partners. Eurekos is a leading European customer education specialist, offering innovative training software solutions for businesses and non-profit organizations with a need for external training, certification or accreditation. Eurekos offers a complete set of tools to create and deliver training that cover the entire customer journey: before the sale, during onboarding and ongoing. Eurekos has everything for rapid onboarding, advanced certification, eCommerce, unlimited brand portals, complex organization structures and integrated content development all under the highest privacy & security standards (ISO7IEC 27001 & 27701). We are constantly reinvesting back into our software to bring our clients the most current features available on the LMS market.

Your ability to retain, hire and engage your employees is dependent on your company culture. Humantelligence (HT), which increases visibility into your culture, allows you to accurately measure, manage, and hire for it.

Docket is the only collaboration platform and meeting management software that was specifically designed to help organizations define clear meeting goals, document important decisions and promote end-to–end alignment. The platform is simple, powerful, and clean enough to facilitate efficient and productive meetings in every organization. Docket will make your next meeting unforgettable To make any type or meeting more productive, you will need to prioritize and create all agenda items. Notes and decisions from meetings can be shared to improve team collaboration. Assign next steps and action items to improve performance and team productivity. You can find notes, tasks, or resources from past Docket meetings whenever and wherever you need them. To prepare for your meetings, look at your to-do lists. Zoom, Slack and HubSpot are just a few of the integrations that combine Docket's power with the tools you already have to improve your meetings.

Collaborate with your team to organize everything in one place. Our Project Planning template will help break down your projects into smaller tasks and assign them to the right people. You can also set due dates and keep track of everyone’s progress. This template will allow you to not only have all the information you need, but also make it easy for your team to collaborate on your upcoming projects. A flexible and strong business roadmap will help you and the team see the bigger picture for your business. This will help everyone to understand the business goals and how they can be achieved. This template will help you keep track of your business strategies and goals, broken down across departments within the company, so that each department can understand their role in the future projects.

Trello allows teams to work together more effectively and get more done. Trello's cards, lists, and boards allow teams to organize and prioritize projects in an easy, flexible, and rewarding manner. Trello can help your team stay organized, whether it's for work or a side project, or even the next family vacation. Trello cards allow you to dive into the details, adding attachments, comments, due dates and more. Collaborate on projects, from beginning to end. Let the robots do all the work! Automate your team's productivity with Butler. Eliminate tedious tasks from your to-do list. Trello can be used the way your team works best. Trello has the flexibility and features to suit any team's needs. Trello makes it easy to get your team started. All the tools and boards your team needs to succeed are gathered in one place. Integrate the apps that your team already uses into your workflow.

Hive increases productivity among team members. Hive is a powerful collaboration and project management platform that offers a multitude of features in one comprehensive solution. The platform includes transparent project management tools, team communication and file storage and sharing. Time tracking and app integrations are also available.

Flow allows you to manage your team, plan projects and keep up-to-date on everything that's happening in your organization. Flow is a task and project management software that is flexible, user-friendly, and rich in features. It was designed for busy, modern team members. It offers a variety of tools that allow teams to be more productive. This includes task tracking, project management, resource management, team collaboration, key integrations, and APIs.

Front is the all-in-one customer service platform built for collaboration. Our powerful customer service platform makes five-star service attainable for over 9,000 businesses like yours.

Control your entire business from one place Manage your entire project lifecycle, from sending quotes to collecting invoices. By having sales, delivery, and financial information combined - you’ll have a complete overview of results and progress in real time. Plan and forecast your resources Know when to bring in more work and spot resource shortages before they happen. Make proactive decisions on outsourcing or hiring. Balance your team’s workloads - no more burnout for some while others sit idle. Make sure you’re profitable Completing your projects is important, but what truly matters is whether your company is making money. Understand which clients, projects, services or teams are profitable and which are eating into your margins in real time. Know when to work more efficiently, charge more or cut costs. Collaborate where work happens Access every file and conversation in the correct context - whether it’s a customer, a project or a task. Stop spending time on status updates and chasing documents. All information is just one click away at all times.

adam.ai is an intelligent all-in-one meeting management platform to capture, manage, and share knowledge before, during, and after meetings, transform content into valuable assets, and drive successful business outcomes. You can manage your meetings from anywhere. adam.ai empowers teams to create a well-organized meeting workflow that drives productivity and real results. adam.ai makes it easy to manage your entire meeting lifecycle, and enrich your meeting experience. adam.ai makes every meeting count. Share important projects: Our meeting assistant solution allows you to upload files and share them with all members of your team. Keep Meetings on Track: You can create custom agendas for meetings so that you can keep your team on track and not waste time. Keep track of insights: With built-in meeting management tools, managing meeting minutes is easy. Hold Your Team Responsible: To ensure everyone is aware of their responsibilities, assign actions based upon meeting feedback to team members. Set up Quick Meetings: You need to reach out to a specific team member immediately? Our quick meeting tool makes it easy to start team meetings in a matter of minutes.

Azendoo is a team collaboration and project management tool that improves communication between teams. Azendoo is available as a web, desktop, and mobile application. It helps teams organize work and plan and share projects. It also allows them to communicate more efficiently, increasing productivity. Azendoo integrates with over 80 services via Zapier.

Software for managing business projects. Jira Work Management (formerly Jira Core) allows you to see all information about a project at a glance. Keep your team organized and manage your projects. A workflow is the key to managing projects and tasks in Jira Work Management. Workflows help you organize your process and allow your team to track your tasks. Jira Work Management Cloud instances also include boards that allow users to visualize their workflows and drag-and-drop tasks from to be done to done. Only available in the cloud. Task management is made easier by having statuses, comments and attachments all in one place. Everyone can see the details of a project at a glance without needing to email or set up meetings. Notifications let you know when your attention is required. What are the tasks that are still being worked on? Which team member has too many tasks? Jira Work Management allows you to track the status of your team’s projects in a variety of ways. You can do this with a quick overview or customized dashboards.

Workslam is a platform that enables team management, employee recognition, project management system, and CRM. It features an employee motivation system, an assessment system for employees, and a corporate messenger. This can be used to support clients, maintain them, and create group chats. Analyze the success and tasks of employees, track the current situation for each business process. Encourage employee success and motivate them even more. There are many opportunities to involve all members of the team in the work. This system allows team members and managers to evaluate each other's work in all key parameters. Group chats can be used to support customers and maintain relationships with them. It features a Gantt Chart-style planning system and modern task management in the form of kanbans. You can create new projects and control the stages and timing of their implementation.

Troopr's Slack Checkins automate communication with your team. You can choose from Check-ins to engage your team in standups, retrospectives or planning poker. You can choose participants and customize the questions and times they should be asked. Slack and the web offer automated reports. For more insight, analyze historical data. Slack is where you team is. Troopr Check ins work entirely in Slack. There is no need to learn another tool or set up. Troopr Checkins are asynchronous by design so that team members can respond as soon as they have a chance during the Checkin. Integrates with the tools you already use to pull activity logs and provides context for Check-in responses. Troopr Checkins includes many templates for daily standups, mood sharing, planning poker and retrospectives. Troopr Checkins can replace or augment traditional standup meetings.

Leaders can save more than $10,000 per year by reducing employee attrition and improving customer retention for $49 a month. We can help you identify business optimizations such as reducing wasted time or increasing employee satisfaction. We can also help spot potential customer issues to increase retention and deliver a superior employee experience that reduces attrition. These are common problems for growing companies. We've been there. Peoplelogic.ai is affordable, simple to use, and easy to earn a return on investment. We are your partners in your growth. Peoplelogic connects to the tools that your teams use to get work done in just a few clicks. The platform will start to notice workflow patterns, detect repeated interactions, and discover critical lines of communication--guiding you to take actionable steps to optimize your workflows.

You can empower hundreds, thousands, or even a thousand of colleagues to move faster and achieve their goals in just a few simple steps. We integrate seamlessly with Salesforce and other applications such as Stella Connect, Stella Connect, Outreach, Zendesk, Stella Connect, Zendesk, Outreach, Stella Connect, among others. Pathlight's powerful metric-creation workflows allow you to leverage dozens of templates and create your own goals. Pathlight intelligently creates your org chart so you can quickly roll out your goals. Every office in every country can have everyone working against the same information. You can quickly celebrate team wins and provide individual coaching. Every message automatically includes performance data. Do you see a team member falling behind in their performance? Our 20+ customizable coaching templates make it easy to support them. Our pre-designed agenda templates will make your 1:1 meetings more productive.

Surfboard integrates into your existing systems and helps you plan your team's schedules based on accurate weather forecasts. It also provides insight on their performance. Stay in control of your team and stay connected. We remove the pain and chaos of scheduling your support staff. You need the right people in the right places at the right times to meet your SLAs and cost goals. Surfboard is easy to use and doesn't require any engineering support. Surfboard integrates seamlessly with your existing systems, such as HRIS, payroll and billing, CRM, tickets, and time off. This makes it the single source for truth for your support staff. The Surfboard Forecasting tool allows support teams to predict the level of future requests and make adjustments based upon changes in demand. Match support request levels to agent availability and ensure your SLAs and customers are satisfied.