Wrike + Salesforce Integration
Managing Client Projects Just Got Easier
Your CRM software is great for managing customers, but not for managing tasks
Your sales team relies on the help of cross-functional teams to close deals and support customers. But it’s difficult to coordinate all the moving parts, resulting in tasks left undone and reps doing admin work instead of selling
There is no single view into work being done for clients
Reps spend too much time navigating internal teams & processes
Cross-functional teams lack a system to manage client work
Unite best-in-class project management software with your CRM
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.
Get full visibility into the status of work being done for your clients, plus
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.
Instantly see workload and project status for everyone on your team.
Integrate your Salesforce with Wrike
To request the integration you need to be Wrike Business or Enterprise account administrator:
- Open "Apps & Integrations" page
- Open Salesforce app card (it is visible only to Wrike Business and Enterprise account administrators) and click "Request integration" button
- You will be sent an e-mail with Setup Manual and installation link which you will need to pass to your Salesforce administrator