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

Trigger new projects from Salesforce

Trigger new projects from Salesforce

Manage tasks and projects in Wrike

Manage tasks and projects in Wrike

Integrate data between WrikeSalesforce without email

Integrate data between Wrike & Salesforce without email

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

  • Avoid surprises

    Get full visibility into the status of work being done for your clients, plus advanced reporting

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

  • Real-time

    Instantly see workload and project status for everyone on your team

Benefits for Cross-Functional Teams

Integrate your Salesforce with Wrike

or Start a Free Wrike Trial

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