Do you need a CRM integrated Project Management Solution to Streamline Business Operations?

Marketing Team
Published on November 16, 2021

Integrated CRM & Project Management

Project and service-based businesses find it challenging to follow their clients' whole lifecycles and keep them up to current on project information. It's because no one in a department has access to all of the customer and project information in one place. And gathering that information from many sources while also keeping the client up to date is a difficult undertaking for any salesperson or employee. They frequently need to assemble information such as customer order requests, sales history, contact information, and so on, and this information is only available on the CRM.

Schedule Management

You can simply arrange the work you'll need to accomplish on a project that's on your agenda, and everyone in the CRM can see it.

CRM and PM software are both time-based applications that track timelines and activities. You can simply arrange the work you'll need to accomplish on a project that's on your agenda, and everyone in the CRM can see it. Consider this scenario: a consumer contacts your customer care or support staff with a question concerning a project you're working on. They may simply respond to client questions regarding the project that come in through various media using a CRM that includes a project module. CRM is marketed as a tool for collaboration. As a result, your calendar is available to your boss, support team, and salespeople in your CRM.

Project Planning and Tracking

A single interface gives that opportunity to streamline the process and allow the organization to focus on improvements universally.

Client expectations and project completion must be connected to specific deliverables. This applies to both budgets and estimates, as well as meeting deadlines. If your CRM has a project module, you can quickly share information with other colleagues about what you do, how far you've progressed, and everyone can keep track of the status. Now consider a different scenario. A client complains to your salesperson because the project is running late. If your project management solution is integrated with your CRM, both the project manager and the salesperson may monitor the project status and response to the client in the same way. Tracking the flow of leads and customers throughout the customer experience helps your team understand what happens and how it affects the sales pipeline. Lead management, customer relationship management, and lead handover should be made as simple as possible using your CRM platform.

Email integration

Business Central provides a layered approach towards the security of your data. It offers guaranteed availability and data backups seamlessly.

You usually interact with a client by email when you complete a project for them. Then, in order to have email integration, you'll need to combine your CRM and PM software. Indeed, during the various stages of the project life cycle, you may engage with a number of representatives, and most of your communication with your customer is done by email. This is another incentive to have your CRM and PM software in the same area, as this allows all emails and communication to be merged in one location, and everyone in your organization, from all departments, to have access to these emails. CRMs that use the External Email Client model don't include an email client that can be used to send and receive emails. Instead, the user uses his or her own Gmail or Outlook client, with a plug-in in the email interface to let him transmit incoming and outgoing messages to the CRM. The user must click on this plug-in every time he sends or gets an email in order for the emails to be transferred to the CRM program.

Team Strategy Alignment

TCO isn't only the cost of implementing the solution; it's also the cost of running and maintaining it over time. Choose lowest TCO and highest benefits with Business Central.

A CRM project management module can assist all project team members in keeping track of all project details, ensuring that everyone is on the same page with the strategy. If there are any risks to readapting or modifying some parts of the project, the strategy can be changed, ensuring that the project management team is included in the strategic realignment. The move from prospect to paying client is simple with a unified CRM and project management system. Teams can quickly grasp tasks and projects related to customer relationship cultivation using a project management system built on a CRM platform. Workflows may be built, and clients can be cared for and treated with respect. With a CRM project management solution, you can do it all.

Support from Leadership

Leadership becomes easier with a trusted digital assistant. CRM Project solution provides a clear view of customers' needs and aligns your team around those demands.

Your CRM integration with a project module provides full visibility of your project, allowing your team to be as productive as possible, as we've already stated. There is no doubt about who is doing what because everyone's work is clearly defined, and the lead project manager can keep everyone in line while also assuming responsibility for the project's success. If all departments have a clear view of what a customer's needs are, it's much easier to align them around those demands. That's what a CRM project management system provides. Previously, marketing would receive one message and sales would hear another. When you have a clear vision of the customer and a better understanding of the division of work, there's little possibility for misunderstanding what has to be done. As a result, there is more clarity for the team leader and enhanced attention to the needs of the customer. It's a no-brainer to make any expenditure to better serve your customers. That should be the case with CRM project management as well.

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