How Wrike + Salesforce Helps Departments Work Together: Q&A With Axiometrics

Ever wonder how different departments within a company can work together smoothly, like a well-oiled machine? A management tool like Wrike can team up with a customer-focused platform like Salesforce to help departments work better together. This coupling means every detail about projects is stored in one easy-to-access place, avoiding confusion. It helps teams plan their work efficiently, ensuring everyone knows what they're doing and when. Most importantly, it improves how the company serves its customers and smoothes out team collaboration, strengthening working relationships.

Axiometrics is the leader in apartment and student housing market research, providing market intelligence and trends analysis to developers, investors, owners, managers, and others. Founded in 1995, the company has experienced explosive growth in revenue, job creation, and innovation over the past five years. 

We spoke to the Analytics team about how they use Wrike to align teams that use Salesforce to manage accounts. See how they are able to archive all their data in one place and prevent requests from falling through the cracks: 

1. Tell us about your team.

The Axiometrics Analytics team is comprised of seven real estate economists and analysts, who crunch apartment and student housing market data, economic indicators, and demographics to uncover trends in the marketplace and forecast future trends.

Analytics works closely with Axiometrics’ Sales and Account Management teams to provide custom analysis and studies for clients, and with the Marketing team to produce blogs, newsletters, and videos, including our weekly bylined blog on Forbes.

2. What were the goals that led you to connect Wrike with Salesforce?

Sales and Account Management used Salesforce for project management, while Analytics and Marketing used another project management solution that did not integrate well with Salesforce. Therefore, we had no efficient, digital way to track the status of requests.

We wanted to find a web-based tool that would integrate with Salesforce so all parties involved could view the status and progress on Sales and Account Management-related projects, such as Feasibility Studies, quarterly company-specific trends analysis, and simple client requests for data drill-down. We also wanted to find a solution that would allow for messaging within the software, for more efficient tracking of what has been requested and any questions/answers concerning a particular project. 

3. How has Wrike + Salesforce helped your team reach its goals? 

Now, all requests are in one place for easier reference. Since Sales and Account Management can see Wrike updates in Salesforce, Analytics is able to plan its schedule better, and communication is more efficient. Sales is able to create tasks, which are immediately visible to Analytics, and Analytics is able to assign and schedule the tasks so that deadlines are met. 

And though it is not a part of the Salesforce integration, Wrike has been vital in reaching a goal set by our Marketing Content Manager to streamline the production schedule of our newsletters.

4. What improvements have you seen since implementing Wrike + Salesforce?

There is much better follow-through on all projects. There is less frustration, in that everything is on the calendar. There were times in the past when an email or in-person request fell through the cracks because people didn’t put it on their to-do lists; that doesn’t happen anymore.

The Wrike-Salesforce integration has also helped the Sales and Account Management teams with the client renewal process and with customer service. The representatives are able to update clients on the status of their requests within a couple of clicks and assure them that their needs will be filled in a timely and efficient manner. That enhances client satisfaction. 

5. How has Wrike + Salesforce affected how you work with other teams/departments? 

The integration has made Analytics’ collaborations with Sales and Account Management seamless and smooth. Instead of relying on emails or instant messages that could get lost in the shuffle, or brief in-person visits in which information could get misunderstood, everything is in one place, improving team collaboration with Wrike and Salesforce. This has allowed us to better assist these other departments and made the working relationship even better than it was before. 

Wrike's app integrations enhance productivity and collaboration

Wrike offers a multitude of app integrations that enhance productivity, streamline workflows, and foster collaboration among teams. These integrations allow users to connect Wrike with their favorite tools, creating a seamless and efficient work environment.

1. Communication integrations

Wrike integrates with popular communication tools like Slack, Microsoft Teams, and Gmail. These integrations allow users to transform conversations into actionable tasks directly within their communication platform. For example, with the Slack integration, you can create, assign, and complete tasks in Wrike without leaving your Slack workspace. This ensures that important tasks don't get lost in the shuffle of everyday communication.

2. File management integrations

Wrike seamlessly integrates with file management systems like Google Drive, OneDrive, Dropbox, and Box. These integrations make it easy to attach files to tasks, share documents with team members, and keep all project-related files organized and accessible. With these integrations, users can collaborate on documents in real-time, ensuring everyone is working from the most current version.

3. CRM and sales integrations

For sales and customer relationship management, Wrike offers integrations with Salesforce, HubSpot, and Marketo. These integrations allow teams to sync their sales and project management data, ensuring everyone has the most up-to-date information. With the Salesforce integration, for instance, teams can track project progress alongside sales data, aligning efforts and improving efficiency.

4. Development and IT integrations

Wrike also integrates with development tools like Jira, GitHub, and Bitbucket. These integrations help development teams synchronize their coding tasks with the larger project plan. For example, the Jira integration allows teams to link their Jira issues to Wrike tasks, ensuring that both technical and non-technical team members stay on the same page.

5. Time tracking and finance integrations

For time tracking and financial management, Wrike integrates with tools like Toggl, Harvest, and QuickBooks. These integrations help teams track time spent on tasks, manage budgets, and invoice clients efficiently.Wrike's app integrations create a more connected, collaborative, and efficient workspace. By integrating with a wide range of tools, Wrike ensures that teams can customize their work environment to fit their unique needs and workflows.

How do you use Wrike’s app integrations to align your teams? Share your strategies in the comments. 

Join teams like Axiometrics and align your teams using Wrike and Salesforce today.