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
-
Trigger new projects from Salesforce
-
Manage tasks and projects in Wrike
-
Integrate data between Wrike & Salesforce without email
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
