Streamline your Salesforce workflows!
What is the Progress Manager?
The Progress Manager is a Salesforce-native AppExchange App that brings project management-like disciplines to any Salesforce object and record; across any cloud, including Sales, Service, Government and even Experience Cloud.
It enhances how teams communicate progress on multi-step processes like application intake, lead and opportunity management or support cases. With real-time, data-driven visual updates, that replaces subjective opinions with clear, objective insights into whether you're on or off track, boosting forecasting accuracy by 40% and ensuring consistent progress tracking across your organization. No more vague estimates … 83% progress means the same to everyone, every time.
As users update fields, the Progress Manager dynamically updates progress.
Enhances forecasting accuracy by 40% for any process … sales, marketing, compliance, and more … with objective, visual data.
Aligns teams with consistent, clear progress indicators across workflows.
Adapts to any process with fully customizable milestones, fully customizable templates!
Why Choose the Progress Manager?
Try Progress Manager Free for 14 Days!
“In three and half months the Progress Manager has made two key processes more predictable. For the first time in my 12 years, everyone speaks the same language, even new users. Our weekly “commit” discussions are cut in half thanks to the clarity we’re getting now. ”
Key Features
Real-Time Visualization: See progress updates instantly on any Salesforce object, with intuitive percentage-based tracking.
Universal Compatibility: Works with standard and custom Salesforce objects, from Opportunities to Cases.
No Manual Updates: Automate progress tracking without extra steps, saving time and reducing errors.
Customizable Templates: Tailor progress tracking to your specific processes in just a few clicks.
Mobile-Friendly: Access and update progress on the go via Salesforce’s mobile app.
How It Works
Progress Manager improves how your team tracks and communicates progress within Salesforce. Watch our narrated product overview to explore the end-user experience:
Click “Let’s Go” for a Self-Driven Product Tour (2-minute narrated video from the end-user’s perspective)
Integrate: Install Progress Manager directly from the Salesforce AppExchange in minutes.
Configure: Follow the intuitive interface to map your workflow to any Salesforce object and “Activate” your tracker template.
Track: Progress trackers are generated at run time as records meet your criteria and a user opens a record. From there, watch real-time progress visualized as your team updates each Salesforce record … no new steps to learn for the user.
Watch Admin & User Walkthroughs to learn setup and usage.
Get Started
Ready to improve forecasting on any process in Salesforce? Follow these simple steps to set up Progress Manager:
Visit the Salesforce AppExchange: Click on the “Get It Now” button below to install Progress Manager (opens in a new tab).
Create Your Template: Use the 3-step wizard on “Progress Start Page” to define your process milestones on any Salesforce object.
Watch: Setting up your first templates (Admin View) (1.5-minute video showing template setup)Activate / Start Tracking: Once you activate your template, your team continues working as usual, inheriting the real-time progress status. Share: Progress Manager Product Overview with your users to introduce them (User View) (3-minute video showing users the UI)
Pricing: 14-day free trial. Flat-fee annual subscriptions enterprise plans based on company size, with discounts for small businesses, government, higher education, and Pro Suite Edition orgs .
Ready to try it?
Start Your Free Trial Now or Contact Us at Phone: (310) 961-3502 for a personalized demo.
“The goal is to turn data into information, and information into insight.”