Inspire Planner

⭐️⭐️⭐️⭐️⭐️ One more glowing 5-star review for Inspire Planner! ✨ This time, from our amazing customer Johnny Pham 🤩✨ "Inspired to Plan!" "I’ve been using #Salesforce Inspire Planner for over one year and it has completely transformed the way I manage projects and collaborate with my team. The user interface is sleek, intuitive, and incredibly easy to navigate, even for those who aren't very tech-savvy. The seamless integration with Salesforce has made managing leads, tasks, and workflows more efficient than ever. We leverage the #Agile Methodology Kanban board during our daily Salesforce development standups that provides great visual representation of current user story status. User Stories can be created in seconds, team collaborates with the offshore development team via chatter, and the tool has tremendous amount of flexibility to move tasks across the board or to different sprints. Inspire Planner is a robust tool that can be molded to fit the needs of both Agile and #Waterfall teams. Agile teams benefit from its real-time collaboration and flexibility, while Waterfall teams can rely on its structure and organization to track and manage projects through their distinct phases. Whether you’re running sprints or following a linear project path, Inspire Planner provides the tools to help teams stay organized and productive. It’s a great choice for any project manager looking for a tool that adapts to different project management methodologies. Overall, Salesforce Inspire Planner has been a game-changer for my business. It not only improves productivity but also creates a more organized and efficient work environment. Highly recommend it for anyone looking to streamline their #projectmanagement process!" ____________ Try Inspire Planner free for 30 days or request your tailored demo today! (link in the comments below!)👇

Why Do Some Salesforce Projects Soar While Others Stumble? 🚀 The difference often comes down to #Salesforce #projectmanagement skills. According to the Project Management Institute, companies that follow project management best practices see 2.5x higher success rates. As a #SalesforceAdmin, mastering project management isn’t just about keeping things organized - it’s about leading projects, driving business impact, and elevating your career. The right skills can position you at the decision-making table and even open doors to new opportunities. ✅ Want to future-proof your career? ✅ Ready to take your admin skills to the next level? 🔗 Discover the must-have Salesforce project management skills here: https://lnkd.in/dxFjQqS7

⭐️⭐️⭐️⭐️⭐️ Another glowing 5-star review for Inspire Planner! ✨ This time, from our amazing customer Pedro Machado 🤩✨ "Seamless #ProjectManagement in #Salesforce – Intuitive, Powerful, and Well-Supported!" "Inspire Planner is a fantastic tool for Professional Services and Project teams! The UI is intuitive and easy to use, making project management seamless. Its deep integration with Salesforce allows us to apply custom automations effortlessly. Project Managers get a clear overview of project status and deadlines, while technicians can focus on individual tasks and time tracking. The Templates and Stitching features save us time by reducing manual work. Plus, Inspire Planner extends its functionality to other Salesforce custom objects. Their Support team is responsive and problem-solving, while the Customer Success team builds strong relationships. The only improvement we’d love to see is the ability to stitch multiple templates at once. Overall, a must-have for efficient project execution in Salesforce!" ____________ Try Inspire Planner free for 30 days or request your tailored demo today! (link in the comments below!)👇

How to Create a #Salesforce Custom Report Type ☁️ 📊👇 https://lnkd.in/eAeSeFm #CRM #SalesforceOhana #SalesforceAdmin

10 Best Ways to Automate Project Management in #Salesforce 🤖☁️ https://lnkd.in/ddMrhkgn #projectmanagement #salesforceadmin #salesforceohana

⭐️⭐️⭐️⭐️⭐️ Yet another incredible 5-star review of Inspire Planner from our customer Pat Gordon 🤩 "Robust #ProjectManagement Solution with Unmatched Support" "Inspire Planner has quickly become essential to our project management processes. As a #Salesforce native tool, it integrates seamlessly into our ecosystem, streamlining workflows and centralizing data — a perfect fit for our Salesforce-heavy organization. Project management is complex—“there are no simple answers to complex questions”—and Inspire Planner embraces this by offering a flexible tool capable of addressing various needs. While the learning curve was challenging, with time and training our team has become comfortable and confident in leveraging its capabilities. What truly sets Inspire Planner apart, though, is the outstanding support & onboarding team, as they have been instrumental in our success with the platform. From the start, they have provided personalized support through recurring meetings, answering any/all of our questions, and ensuring a smooth transition. When I unexpectedly stepped into the role of Salesforce and Inspire Planner admin—despite having no prior experience—their guidance was invaluable. The team would routinely stay on calls long after the scheduled end time to walk me through various processes, and didn’t hesitate to escalate niche questions to their team to provide thoughtful, well-researched answers. One of these inquiries even led to a new feature being added in a recent update—a clear testament to the development team’s commitment to continuous improvement and listening to user feedback. Inspire Planner has proven to be a robust, flexible solution that supports the complexity of project management while offering the added benefit of Salesforce integration. Most importantly, the exceptional customer support we’ve received has been the foundation of our positive experience. If you’re looking for a project management tool that blends powerful functionality with dedicated support, Inspire Planner is an excellent choice." ____________ Try Inspire Planner free for 30 days or request your personal demo today! (link in the comments below!) 👇

Are you planning to implement a #projectmanagement app in #Salesforce in 2025? Here are the best Salesforce native apps you should consider 👇 https://lnkd.in/e3G52Pn #salesforceadmin #CRM

Project Completed: 2024 Wrapped! 🍾 As the holidays approach and deadlines (hopefully) take a brief pause, we want to say thank you to our customers and followers! You’re the inspiration behind everything we do to make Inspire Planner better every day. ❤️ This season, we’re celebrating: 🎉 Your project wins 🏆 ✨ The ways Inspire Planner helped simplify your work 🌟 ⏱️ All the milestones we reached together (what a journey!) 🙌 Here’s to a new year of collaboration, innovation, and exciting possibilities — and, less stress! Happy Holidays! May your projects always be on time and under budget! - Adele Nguyen, Thai Nguyen, and the Inspire Planner Team

✨ Giving Back: Our Inspire Planner Tradition for #GivingTuesday ✨ This year, Inspire Planner once again joined the global Giving Tuesday movement, celebrating one of our most meaningful traditions—supporting #nonprofit organizations chosen by our team members. Giving back is core to who we are - not just as professionals but as people who care deeply about making a positive impact. Over the years, we’ve donated nearly $500,000 CAD worth of licenses to nonprofits across 20 countries! 🕊️ And we’ve empowered our employees to drive change by supporting causes close to their hearts. ❤️ The incredible stories behind their choices inspire us year after year. Our team’s generosity spanned the globe. 🌎 Here are some of the incredible causes we focused on in 2024: ✅ Supporting mental health initiatives through CAMH (The Centre for Addiction and Mental Health) ✅ Assisting food security programs at Food Banks Canada | Banques alimentaires Canada and Daily Bread Food Bank ✅ Helping Musgrave Harbour Volunteer Fire Departments providing essential services to rural communities ✅ Empowering young girls through Fit Active Beautiful (FAB) Foundation program ✅ Funding student scholarships at the American University in Bulgaria ✅ Supporting families in need through Union Gospel Mission (Vancouver) Christmas Hamper program ✅ Enabling critical care access for children in Venezuela through Fundación Amigos del Niño con Cáncer It’s a powerful reminder that kindness, awareness, and generosity have the power to create ripples of positive impact worldwide. A heartfelt thank you to our team for making this tradition so special! 🙏 Let’s inspire one another to make a difference! 💙 #Salesforce #SalesforceOhana #projectmanagement

Planning your 2025 #Salesforce calendar? 📆 ☁️ We’ve curated a list of must-attend events of the year — perfect for learning, networking, and staying ahead in the ecosystem. Curious to see which events made it to the list? 📄 👀 Have a favorite event we missed? Write a comment and we might add your event to the list!👇 https://lnkd.in/erwaJqZ