How do others perform Project Management and what are your best practices for tracking projects and storing / updating project planning documents? I would like to do this in Salesforce, not an app for PM. Thanks!
3 个回答
Take a look at M-Files ECM platform. More than a DMS platform but will cover all of your needs and more. I have put together a link from LinkedIn that will shine a light on the integrations of M-Files with SF and more.
https://ptdrv.linkedin.com/zkmvm98
Don Baker, Utah
Document / Information Management Expert (ECM)
linkedin.com/in/documentmanagementexpert (DMS)