Salesforce Project Management App

Salesforce Project Management App

We can implement the sales tracking processes (aka Sales Cloud) included in Group, Professional, and Enterprise editions of Salesforce.

Project Management Options

  • We recommend two project management apps available to get you up and running very quickly.
  • Read about the two options below to see what option best meets your needs.
  • Salesforce does offer basic task management features as another option, if neither of these options works for you.
  • And, if you need us to create a custom solution, we can help! We manage our own projects in Salesforce using our own custom solution.

Our Standard Project Management App Implementation Service Includes:

  • We will install and configure one of the Project Management apps above: Milestones PM or TaskRay.
  • We will be making small modifications as needed to meet your project management and task management needs.
    Then train you how to use the app.
  • If you need a more custom solution we can help with that with a custom estimate.

Milestones PM

  • 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 created, and then use that to clone a project. You can create different templates within the Project Template. We have customized the app in the past to auto create certain projects based on templates  and the opportunity type that was closed or won.
  • Checkout more about this app on AppExchange.


  • TaskRay is a task and project management app that allows you to create Projects and Tasks.
  • You can also create what they call Sub Projects which could be considered milestones or phases.
  • Tasks can be assigned to users. You can also create quick checklists on a task.
  • They have a slick user interface that allows you to quickly create tasks and drag them into buckets of priority or status.
  • There is also a cool visual force view of projects and their timelines like a Gantt chart.
  • Its very quick and easy to use.
  • You cannot out of the box record Time entries.
  • It costs $/user/month.
  • Checkout more about this app on AppExchange.

Standard Salesforce Task Management

  • Included with Salesforce is a basic task management feature.
  • You can create Tasks related to any record or not related and assign to people or yourself, set a deadline, type, put notes and attachments.
  • Tasks assigned to others you can select to notify them via email.
  • You can view all your Tasks that are still open from the Home page and close them out and view them. Different views on when they are due.
  • If all you need is basic ability of creating tasks or reminders and tracking that, then maybe these standard processes will work fine.

Custom Project Management Solution

  • You can always create a custom project management solution in Salesforce that is designed specifically for your process.
  • We for example have created our own project management system built in Salesforce to manage all our projects and tasks and record time, etc.
  • Basic functions of creating projects and tasks and assigning them and tracking status is very easy to setup with custom objects.
  • Then you can create advanced visual elements or automation rules if needed.
  • We can help design and develop these project management solutions in Salesforce with a custom estimate.

To install and customize Project Management apps in salesforce

Charles Scripps, Board Member

Chad has over ten years of experience investing in dynamic, growing businesses in diverse industries and geographies. His private equity experience includes HIG Capital, which has over $12B in capital under management, and AEA Investors, which manages over $3B of invested and committed capital. While at HIG and AEA, Chad led diligence, structuring, and financial analysis of potential and existing investments, and completed transactions in the industrial products and consumer services industries. Chad also has experience investing in the public equity markets, most notably as a Managing Director at Fox Point Capital, a $1B fund seeded by Julian Robertson of Tiger Management. He invested across a number of industries, including industrials, financials, technology, and consumer products, and led Fox Point’s international research. Prior to focusing his career on investing, Chad was a management consultant at McKinsey and Company, solving strategic problems for the world’s leading companies. Chad earned an MBA with Honors in Finance from the Wharton School at the University of Pennsylvania and a BS with Distinction in Chemical Engineering from the University of Wisconsin-Madison.

Lester F. Alexander II, Board Member

Les Alexander is a partner with Jefferson Capital Partners where he provides mezzanine and equity capital for growth and buyout transactions. Mr. Alexander is a member of the firm’s investment committee and serves on the board of directors of several portfolio companies where he is actively involved in strategic planning and corporate governance. Prior to joining Jefferson Capital, he worked at Advantage Capital Partners where he completed several portfolio company investments and served on the investment committee. Before becoming a private equity investor, Mr. Alexander served as president of Ferrara Fire Apparatus, Inc., a leading fire truck and emergency vehicle manufacturer. At Ferrara, he was responsible for managing a workforce of 450 employees producing over 300 vehicles annually for its domestic and international customers. As an investment banker for 15 years with such firms as Howard Weil, Southcoast Capital, and J.C. Bradford & Co., Mr. Alexander completed over 50 public offerings of debt and equity securities, private placements, and merger and acquisition transactions totaling more than $7 billion for public and private companies in a variety of industries. Mr. Alexander is an adjunct professor at Tulane University and Loyola University where he teaches graduate and undergraduate classes in investment banking, private equity & venture capital, advanced financial management, investments, and entrepreneurship. He is also the board president for Benjamin Franklin High School, a public charter school in New Orleans. Mr. Alexander is the former Chairman Finance of the Association for Corporate Growth (ACG) and served on the global Board of Directors. He is a founder of the Louisiana chapter of ACG and was a recipient of the ACG global Meritorious Service Award and the Louisiana chapter’s Outstanding Service Award. Mr. Alexander received his bachelor of science in Commerce from the University of Virginia in 1989 and his MBA from the University of North Carolina in 1993.

Patrick F. Healy, Board Member

Based in Kansas City, Mr. Healy is a co-founder of C3 Capital. He has been an active private equity investor since 1985 and was a co-founder of C3 Holdings in 1994. Prior to this time, he sponsored and structured equity investments in real estate. He gained extensive workout and restructuring experience as chair of the creditor’s committee of a $1 billion bankruptcy and from being called upon to rescue a publicly-traded company from a major fraud. Mr. Healy was a senior tax partner at Mayer Hoffman McCann, a regional CPA firm, for eleven years. He received a Bachelor of Science in Accounting from the University of Kansas.

Chris Waters, VP of Strategic Sales

As Vice President of Strategic Sales, Chris guides and influences all strategic sales activities at A5 , starting in presales activities, successful sales methodology, sales process, and continued revenue generation and expansion opportunities. Furthermore, he will provide oversight in strategic sales function for the company and develop strategic sales plans that will promote growth in sales and customer satisfaction. Chris has proven his commitment to sales leadership and organizational success through field leadership as National Sales Manager at Deluxe Corporation, Field Sales Manager within the Social / Analytics Cloud at Oracle, US Regional Manager for CPQ Major Accounts at Oracle and now as Vice President on Sr. Leadership Team at A5.

Keith Fox, GM Salesforce Canada

Keith Fox is a software and consulting veteran for the past 34 years. Keith started his career at EDS which was followed by 4-year stint offshore in Bermuda. Keith then returned to Canada where he held a number of progressive sales and technical positions with software companies such as Sybase, BEA, and Oracle. After his stint with Oracle, Keith founded Cloudware Connections, a premier Salesforce consulting partner. 11 years down the line, Cloudware was acquired by A5, and Keith joined as GM for Canada.

Tarun Sharma, Vice President Delivery

Tarun Sharma is Vice President Delivery at A5 and is responsible for customer success, project operations, recruitment, resource utilization, and sales operations functions for Oracle practice. As a business and technology leader Tarun helps businesses develop solution strategies to streamline the sales process and improve customer relations to drive revenues, profits, and build brand loyalty. Tarun has led customers through digital transformation journeys. He has commanded strategic and tactical initiatives to shorten sales cycles, increase deal values and productivity, improve brand awareness and help organizations become easier to do business with. He has helped customers modernize their sales enablement tools and present a single source of information to support an omni-channel sales approach. This includes global roll-out for multiple business units included multi-currency and multi-language. Tarun graduated from Texas A&M University with a Master’s degree in Industrial Engineering.

Adam Rosenfield, VP of Salesforce Practice

As Vice President of A5’s consulting practice – Adam is responsible for both strategic alliances with partners and expanded sales growth through the entire portfolio of A5 services. With over 20 years of Sr. level management consulting expertise – Adam has worn multiple hats in his career including practice development, sales, and client advisory. He has sold & delivered countless enterprise transformational initiatives creating a measurable competitive advantage for his customers. In addition to various technical software certifications, Adam holds an undergraduate and master’s degree in Accounting & Information Technology from the University of Texas at Austin and resides in El Paso Texas with his wife and 3 children.

PJ Alfrejd, CFO

As the CFO, PJ is responsible for all things financial at A5. With over 20 years of experience in financial leadership positions, PJ has worn all the hats required of a growing tech business. His extensive knowledge of the consulting industry, experience with M&A, and strength in operational finance is another catalyst to take A5 to the next level in its growth trajectory. PJ is a CPA with a BS in Accounting from the University of Illinois, Urbana-Champaign, and has held various finance leadership positions at Exodus/Savvis (acquired by Centurylink), Neohapsis (acquired by Cisco), and mFoundry (acquired by FIS).

Vinay Kruttiventi, President & CEO / Chairman of the Board

As the CEO of A5, Vinay plays an active role in all aspects of the day-to-day business operations. He is also actively involved in establishing strategy and vision for the company, is a customer advocate with Salesforce and Oracle product development, and is also actively involved in various and industry user / special Interest groups. Since founding the company in 2004, Vinay has successfully grown the business into a leading Salesforce and Oracle partner focused on CPQ and ERP. Vinay was a very hands-on implementing and architecting CPQ solutions to over 50 complex transformation projects for various Fortune 500 companies since 1996. Vinay is a leading authority on industry/process/ technology in Configure-Price-Quote and ERP applications. Vinay graduated from Osmania University with a Bachelor of Engineering degree and from JNTU with a Master in Technology degree.