Taskfeed

Taskfeed

Customer Onboarding Management for Salesforce

4.4/5 (19 Bewertungen)

Taskfeed Übersicht

When an Opportunity is Closed-Won (or based on activity within Salesforce) a project will be created. Your project plan will be created based on Templates which are mapped to customer segments, products, or your own criteria within Salesforce.

Your plan is scheduled automatically based on your templates. Set a baseline to track how your team is delivering against your commitment to the customer. As the plan changes Tasks are rescheduled based on the dependencies defined within the templates.

Keep your customers in the know throughout the entire process by sharing your project plan straight from Taskfeed. It’s as easy as sharing a link. No more sending a spreadsheet back-and-forth every time the plan changes.

Preis

Beginnt ab
300,00 $/Monat
Preisoptionen
Kostenlose Testversion
Abonnement
Preis-Leistungs-Verhältnis

Geräte

Unternehmensgröße

K
M
G

Märkte

Asien, Australien, Kanada, China, Europa und 5 weitere , Indien, Japan, Lateinamerika, Mexiko, Mittlerer Osten und Afrika

Unterstützte Sprachen

Englisch

Taskfeed Bewertungen

Gesamtbewertung
4.4/5
89% Positive Bewertungen
10
Ausgezeichnet
7
Sehr gut
2
Durchschnitt
0
Gering
0
Schlecht
Simone W.
Mit Google übersetzen

This is a good option to reduce email noise for teams by pushing team collaboration to salesforce

Täglich für Mehr als 1 Jahr genutzt
Bewertet am 14.3.2018
Quelle der Bewertung: Capterra

Improved team collaboration when they actually use it!

Vorteile

I really like the templates and reporting ability. Being able to auto assign tasks out to individuals on the opportunity team based on roles gives each member a good indication of their to do list. Being able to drag and drop predecessor tasks and see the impact on the rest of the project makes aligning the actions with the teams deadlines simple. Using views to be able to manage tasks on team meetings and taking notes real-time in the feed has removed the need to send separate minutes and ensures everyone remembers what was discussed in the previous meeting.

Nachteile

I would really like to see this be more mobile friendly. Being able to log in directly to the app while the team is out and about would be a good way to improve user uptake. Like any new system getting team members bought into the benefits has been the biggest challenge especially for team members who don't use SalesForce for their normal activities.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

9.0/10
Richard V.
Mit Google übersetzen

Very easy to configure and get started with minimum training requirements

Täglich für Mehr als 1 Jahr genutzt
Bewertet am 8.3.2018
Quelle der Bewertung: Capterra

Consistent project approach and reports on who are late in doing their tasks so this can be addressed to ensure project remains on schedule.

Vorteile

Nice GUI with easy access to the tasks and information contained within them. Easy templates can be created for projects that follow the same process each time which saves a lot of time in creating the tasks required. Being a Salesforce based product, integrates well with Opportunities and other Objects. Reports can be generated for many aspects of the project activities.

Nachteile

Cannot print the Gannt View and exporting/importing from excel or MS Project can be difficult. Can't assign checklist roles to tasks from the template, only post Taskfeed Board creation.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

10.0/10
Anthony K.
Mit Google übersetzen

It has helped us to streamline our business and make sure all tasks are front of mind

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 15.3.2018
Quelle der Bewertung: Capterra

Vorteile

I like its ability to easily be used and the ability to customize it. I find the layout is very straightforward and you can get a quick snapshot of where projects stand.

Nachteile

It would be nice to be able to have subtasks on tasks so that you can expand the detail behind each task. Also the ability for a grid entry system would be beneficial.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

8.0/10
Kristian C.
Mit Google übersetzen

Taskfeed was the solution we were looking for and enables us to be much more efficient!

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 9.3.2018
Quelle der Bewertung: Capterra

Vorteile

The support that is offered is second to none! Immediate responses and solutions every time! The updates are great at capturing new and innovative additions.

Nachteile

It does tend to lag a little when saving and attachments can be a little glitchy, but neither of those are deal breakers

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Mit Google übersetzen

Taskfeed is a robust project management tool that allows our team and clients to succeed.

Täglich für 6-12 Monate genutzt
Bewertet am 8.3.2018
Quelle der Bewertung: Capterra

A project management tool that is integrated with our Salesforce account (I can't say enough how much of a game changer that was for user adoption). Also, a more robust tool with dependencies, baselines, and powerful template options.

Vorteile

Integrated with our Salesforce account to allow our team to work out of one platform.
Client-facing, real-time view of the project.
Ability to customize tasks, templates, and processes.
Taskfeed is responsive to requests (both service and product development).

Nachteile

Currently the client view is not able to be filtered, which can make identifying next steps or specific tasks challenging.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

9.0/10

Taskfeed Preis

Beginnt ab
300,00 $/Monat
Preisoptionen
Kostenlose Testversion
Abonnement
Preis-Leistungs-Verhältnis

LAUNCH - 25 Full Users, 50 read-only users plus Unlimited External Viewers

GROWTH - 50 Full Users, 250 read-only users plus Unlimited External Viewers

ENTERPRISE - Contact sales@taskfeedapp.com for a quote

Taskfeed Funktionen

  • Aufgaben-Nachverfolgung
  • Drag-and-Drop-Oberfläche
  • Gantt-Diagramme
  • Gemeinsamer Arbeitsbereich
  • Projektplanung
  • Projektzeiterfassung

  • API
  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Aufgabenmanagement
  • Automatische Benachrichtigungen
  • Fortschrittsverfolgung
  • Integration von Dritten
  • Kommentieren
  • Priorisierung
  • Prognosen
  • Projekt-Nachverfolgung
  • Projektmanagement
  • Stundenzettel
  • Werkzeuge zur Zusammenarbeit

Zusätzliche Informationen für Taskfeed

Schlüssel-Features von Taskfeed

Vorteile

DEFINE REPEATABLE BEST PRACTICE PLAYBOOKS
Projects are created based on activity within Salesforce. Your project plan will be created based on playbooks which are mapped to customer segments, products, or your own criteria within Salesforce.

PLANNING AND SCHEDULE WITH DEPENDENCIES
Your project plan is scheduled automatically. Set a baseline to track how your team is delivering against your commitment to the customer. As the plan changes Tasks are automatically rescheduled based on the dependencies defined within the templates.

SHARE WITH YOUR CUSTOMER
Keep your customers in the know. Share your project plan straight from Taskfeed. It’s as easy as sharing a link. No more sending a spreadsheet back-and-forth every time the plan changes.

100% NATIVE
Taskfeed is built entirely on the Salesforce platform. This means you extend Taskfeed using the same capability your use to customize Salesforce, including creating custom fields, workflow, automation and much more.

TASKFEED SOLUTIONS
Manage your projects in Salesforce related to your Account, Opportunities, Cases and Custom Objects.

Taskfeed Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über Taskfeed.

F. Welche Preispläne bietet Taskfeed an?

Taskfeed bietet folgende Kostenpläne an:

Beginnt ab: 300,00 $/Monat

Preismodell: Abonnement

Kostenlose Testversion: Verfügbar

LAUNCH - 25 Full Users, 50 read-only users plus Unlimited External Viewers

GROWTH - 50 Full Users, 250 read-only users plus Unlimited External Viewers

ENTERPRISE - Contact sales@taskfeedapp.com for a quote

F. Was sind die Hauptfunktionen von Taskfeed?

Wir haben keine Informationen über die Funktionen von Taskfeed

F. Wer sind die typischen Nutzer von Taskfeed?

Taskfeed hat die folgenden typischen Kunden:

Großunternehmen, Mittlere Unternehmen, Kleine Unternehmen

F: Welche Sprachen werden von Taskfeed unterstützt?

Taskfeed unterstützt die folgenden Sprachen:

Englisch

F. Welche Preispläne bietet Taskfeed an?

Taskfeed hat folgende Preismodelle:

Abonnement

F. Unterstützt Taskfeed mobile Geräte?

Wir haben keine Informationen darüber, welche Geräte Taskfeed unterstützt

F. Mit welchen anderen Applikationen integriert Taskfeed?

Taskfeed kann in folgende Anwendungen integriert werden:

Salesforce Sales Cloud

F. Welche Varianten der Kundenbetreuung bietet Taskfeed an?

Taskfeed bietet folgende Optionen für Kundensupport:

Online-Support