We can implement the sales tracking processes (aka Sales Cloud) included in Group, Professional, and Enterprise editions of Salesforce.
We recommend two project management apps available that can get you up and running very quickly.
Read about the two options below to see what works for you.
And there is some basic task management features already in Salesforce as another option.
If you need something more custom, we can also help. We manage our own projects in Salesforce using our own custom solution.
Milestones PM (aka Milestones Project and Task Management) is a free app developed by Salesforce.
It allows you to create projects, milestones, tasks, and record time entries related to the Tasks.
Milestones could be considered groupings or phases of a project where you can organize tasks under Milestones.
You set start and end dates, you can priortize, track status of tasks, see what is on hold, etc.
You assign tasks to users.
You can view Gantt charts showing project timeline.
You can track some expenses for the project.
It’s an open source app that is not supported/managed, so you can install the app and then customize if if you need to which is cool.
You can also create a Project Template which is like a template project with milestones and tasks already, and then use that to clone a project. You can create different templates. We have customized the app in the past to auto create certain projects based on templates based on the opportunity type that was closed won.