Workfront configured as a CRM tool? | Community
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RichardHu2
Level 3
November 20, 2020
Question

Workfront configured as a CRM tool?

  • November 20, 2020
  • 2 replies
  • 973 views

Hi, has anyone attempted to configure Workfront to work as a half-way house to a CRM tool?

We are not a huge organisation and are considering CRM solutions as currently alot of work done using MS office docs and email. A CRM implementation is a considerable piece of work though and was wondering if anyone had attempted to use Workfront as a 'CRM-lite' solution as a stepping stone towards a full CRM solution e.g. Salesforce?

If so, how did it work out?

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    2 replies

    Doug_Den_Hoed_AtAppStore
    Community Advisor
    Doug_Den_Hoed_AtAppStoreCommunity Advisor
    Community Advisor
    November 20, 2020

    Hi Richard,

    Yes, we've done so several times, to varying degrees of success. CRM is a pretty broad swath, so if you have more details, I'd encourage you to add them here to solicit more specific responses; but (that aside) I'd encourage you to pick a few usecases and try modeling it out.

    Regards,

    Doug

    P
    PaulBi1
    Level 2
    November 22, 2020

    Hi Richard,

    As a small company we set up a project with tasks (clients) to track business development activities. We built a custom form to capture information on clients and created a view so the sales staff could quickly see what they needed. The sales staff would simply add updates. We utilized this for two years.

    We are now trying/testing salesforce for a few features the sales team deem as valuable.

    Regards.

    Paul

    R
    RichardHu2Author
    Level 3
    January 11, 2021

    That useful, thanks for your response

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