Integrations: Salesforce

Accelerate Projects with BigTime’s Salesforce Integration

Keep your sales and project teams in sync, from proposal through project completion.

Ever since adopting the software, we’ve never looked back. BigTime not only met our requirements but opened our eyes to 20 other features that we could use to enhance productivity. We’ve taken advantage of the app’s workflow and functionality to take our business to the next level.

Harry H.

President

Kickoff Projects Faster

Give your team a central platform for collaboration, letting them spend less time level-setting and more time charging forward.

Convert Salesforce opportunities into a project in BigTime, automatically
Align your sales and project teams to work together from the get-go

Bring Your Teams Together With Our Salesforce Integration

Build an Accurate Revenue Pipeline

Get a complete picture of how WIP, existing contacts and likely closes will contribute to monthly revenue.

Use BigTime’s custom reporting to do project forecasting that is enhanced by your Salesforce data
Give your team the insights they need to prepare for the future

Leverage BigTime Data in Salesforce Reports

Give client-relationship owners instant access to detailed project-based information.

Pull in real-time budgeting information within Salesforce reports
Summarize time and expense data for each opportunity as the project goes
Keep tabs on when projects are invoiced and payments are processed within Salesforce