Salesforce · Marketing

What is the best enterprise PM that fully integrates with Salesforce?

Diane Bernard Chief Digital Marketing & Growth Officer For Hire, CEO, Virtual CMO for Technology, Healthcare, Pharmaceutical, Consumer

July 17th, 2016

This needs to be one that is great for marketing, but can still be good for other departments. 


Thomas Kaled Business Development Consultant @

July 18th, 2016

Hello Diane,

I can't say which is best specifically because I have not deployed a number of them however I can say with certainty that Celoxis works quite well with SalesForce however it is not intuitive for all Corp Dept's. and takes a great deal of education or discipline. 

Bartlomiej Skorupa Vice President of Leadership Development at Figur8

July 19th, 2016

Hi Diane, 

Agree with all the above, there are many to choose from. We have done many of these installations and given what I think you may need, I would suggest Financial Force or Kimble. And Paul Garcia is absolutely correct; without proper change management and leadership from the top to instill adoption, no tool will work for you. You can design the best hammer in the world and if no one uses it, it will not work. 

I would be happy to chat more about this with you directly since we do this all the time and just let me know if I could be of service here.

Yours in Progress,

Bartlomiej Jan Skorupa

VP of Leadership Development | | +1 415 423 4767

Aria Consulting Clear, Practical, Solutions in Action

July 18th, 2016


There's a lot of them!  You can go through AppExchange and see the list but it really, really depends on what the needs (and budget of course) are as to which one is "best" for any given organization/situation.

That is one of the major initial reasons for using someone like me (a Solution Architect or Technology Advisor) right from the start to work with an organization to determine "best" fit, and then to design how that will actually be implemented.

Paul Garcia marketing exec & business advisor

July 18th, 2016

I'll assume you mean Project Management. You're not going to find an easy answer without testing some options. It's really about how much your team adopts the solution, not just the solution itself. As you know with SFDC, if the users don't use it, there's no meaningful data to analyze. The same with any add-ons. It can be the greatest add-on off all time and if your team doesn't use it, it's worthless. A large number of appExchange companies have some kind of test procedure for you to try their product.