For Salesforce implementation partners
Project management for Salesforce implementation partners
Eight orgs in flight, every one with a different admin, a different steering group and a different idea of what was agreed. WorkPM gives each implementation an address, a board and an AI project manager, and gives you the morning brief that says which three need a person today.
Why a partner needs a different PM
The work is fine. The agreements are the problem.
A Salesforce implementation is a few hundred decisions made over email, on calls and in Slack: which object owns the record, who signs off the data map, when training moves because the client's quarter end moved. The ones that never reach the plan are what sink the project. WorkPM is built to catch them.
One address per implementation
Discovery notes, the data map, the client's change requests: everyone emails the project, and the message becomes a task with a summary, on the right board, within the minute.
Decisions pulled from the call
Steering calls and design sessions come back as decisions, actions and risk signals, by speaker, each one citing the minute in the transcript.
A brief, not a status meeting
Every morning: the implementations that need you and why. A client that went quiet, a go-live date that slipped twice, a scope change agreed on Tuesday that is not on the board.
Across the implementation
From discovery to hypercare, on one board the client can read
WorkPM runs the shape most Salesforce partners already deliver in. Nothing to relearn, and the client sees their own project on your domain.
- Discovery. Interviews by conversation, per department and per process, filed as requirements with the source line kept.
- Design and build. Sign-offs on the object model and the data map tracked as tasks with owners, not as emails.
- Data migration. Reconciliation questions land on the task, and the answer comes from the person who has the thread.
- Training and go-live. Dates that move are flagged the second time, before the third.
- Hypercare and handover. A close that asks the client the right question, and hands the admin retainer a clean record of what was agreed.
- Northline Foods, Sales Cloud has had no client reply on the data map for nine days. Go-live is in three weeks. Call today.
- Orrin Group, CPQ agreed a discount approval change on Tuesday's call that is not on the board yet.
- Haicken Law, Litify needs an owner on the SharePoint library task filed overnight.
every line links to the email, task or transcript it came from
Built by a partner
Made for the delivery team at a Salesforce partner first
WorkPM comes from Micronetbd, a Salesforce consulting partner since 2012 that also implements Litify, Filevine, DocuSign CLM and Specright. The product was built to run its own implementations before it was offered to other partners, which is why it knows what a data map sign-off is and why a client going quiet matters.
Boards you already know
Import from Monday keeps the boards your team built. Hour categories and time entries per task, ready for billing.
Client views on your domain
Guests see status, dates and owners on their project only. No internal notes, no margins, no other clients.
A close that earns the referral
A short survey at handover. If they are delighted, a review and a referral ask. If they are not, a person calls. Never the reverse.
Questions
What Salesforce partners ask before a walkthrough
Is WorkPM built for Salesforce partners specifically?
It is built for implementation partners, and Salesforce partners are the first group it was designed around. Micronetbd, the company behind WorkPM, has run Salesforce implementations since 2012 and built the product for its own delivery team before offering it to other partners.
How does a project get its own email address?
Every project in WorkPM has an address. Anyone on the client side or your side can email it. The message becomes a task with a summary, files against the right project, and the reply comes from the person who has the thread, not from whoever happened to be copied.
What does the client see?
A board on your own domain with their project only: status, dates, owners and the items that need them. No internal notes, no margins, no other clients. Guest access, not a login to your workspace.
Does it replace Monday, Asana or Jira?
It can, and it can also sit beside them. Boards import from Monday so the structure your team already built stays. Hour categories and time entries per task are ready for billing.
What is in the morning brief?
The projects that need a person today, and why: a client that has gone quiet, a date that moved twice, a scope change agreed on a call that never reached the board. Every line links to the email, task or transcript it came from.
Bring one implementation and its email thread
Thirty minutes. Watch WorkPM file it, brief you on it, and show you what the client would see.