BigTime Salesforce integration
Keep your sales and project teams in sync, from the first proposal to the final invoice.
Kick-off projects faster
Rely on one system as the source of truth so teams can spend less time level-setting and more time moving forward.
- Automate the conversion of Salesforce opportunities to BigTime projects
- Enable your sales and project teams to work together from the get-go
Build an accurate pipeline
Get a real-time view of how WIP, existing contacts, and likely closes will contribute to monthly revenue.
- Leverage BigTime’s intuitive reporting to see project forecasts enriched with your Salesforce data
- Give your team more visibility into project status and other insights they need to prepare for your contacts
Create better Salesforce reports
Arm your client-facing team with more project details than ever before, in the system they already use daily.
- Pull in up-to-date budgeting information within Salesforce reports
- Summarize time and expense data for every opportunity
- Keep tabs on when projects are invoiced and payments are processed