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3 Salesforce Project Management Hacks Small Businesses Should Implement to Save Money and Time

October 11, 2021 by Lauren Kemp Leave a Comment

When you start a small business, you quickly realize how valuable your time is and how little of it you seem to have. You start viewing tasks as opportunity trade-offs and you go from being very DIY to questioning “how much is my time worth?” and “is it worth more than what I could pay for software or someone to do this?” The longer we’ve been in business at Rotive, the more we have realized how important technology like Salesforce is for organizing our data & automating our processes to save us time.

That’s why we’ve started taking full advantage of Salesforce’s capabilities and building our own project management solutions, in addition to leveraging innovative apps from AppExchange. This blog post will highlight the 3 most helpful hacks/solutions that can help your small business, too. The best part? They’re all 100% FREE.

1. Automate repeatable tasks with a flow.

Every time we sell a service (this

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