Automate Salesforce project management with Wrike

Managing client projects just got easier.

<p>Automate Salesforce project management with Wrike</p>
<p>Automate Salesforce project management with Wrike</p>

TRUSTED BY 20,000+ ORGANIZATIONS WORLDWIDE

Unite best-in-class project management software with your CRM

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Benefits for sales teams

Tap into your team

Tap into your team

Request support from a menu of pre-defined services.

Deliver on promises

Deliver on promises

Improve accountability by assigning tasks and owners for follow-up.

Avoid surprises

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

Standardize incoming requests

Create a single source of truth for all incoming requests. No more email or drive-by requests.

Improve on-time delivery

Improve on-time delivery

Increase productivity and accountability with a clear record of all your team’s work in one place.

Real-time reporting

Real-time reporting

Instantly see workload and project status for everyone on your team.

Integrate your Salesforce with Wrike

To request the integration, you need to be a Wrike Business or Enterprise account administrator.

Step 1

Open the "Apps & Integrations" page.

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Step 2

Open the Salesforce app card (it is visible only to Wrike Business and Enterprise account administrators) and click "Install" button.

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Step 3

Grant access to Wrike and follow the on-screen instructions for setup. Users should either have rights to install packages or be a Salesforce account administrator.

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<p>Get things done faster with Wrike's project management tool!</p>

Get things done faster with Wrike's project management tool!

<p>Get things done faster with Wrike's project management tool!</p>

FAQ