It has been noticed that the internal teams has been working with the help of some part of the information and get surprised, leading to compromising of the client’s first experience. These are some of the most common problems faced by companies.
But, you do not need to worry anymore as there are different CRMs available in the market that is able to address these issues by allowing you to plan and also execute the projects within the CRM tool.
This becomes possible when a CRM tool is offering the skills of project management. The integration of the projects section directly into the CRM software helps in attaining the desired results. After the integration, one can contextually see and also manage the project details right from the accounts, contacts and also the prospects tabs of the CRM. This also helps in the better management of the complete client life cycle starting from the lead generation to project execution, all in one place.
The unique feature of project management within the CRM has been found to be useful for the land surveying companies mainly. These organizations are of the opinion that after an opportunity has been bagged, the sales personnel are able to develop a new project for the deal within the CRM.
A project manager is informed about this new project and then it becomes his/her responsibility to take care of this project such as setting up a time line and also assignment of tasks to the employees as well. Moreover, the tasks are also added on direct basis to the employee calendars and many use the Google apps for the purpose of document management.
Many users have often said that it has proved helpful in consolidation of work, bringing improvement in visibility and also saving time.
The project management has allowed the clients to get rid of the whiteboards, excel spreadsheets and also Microsoft project files with one single enterprise solution that the complete team is able to depend upon. Now, the management can enjoy a dashboard view of the things sales team is working on and it helps in considerable saving of time spent looking through the hard copies and also the online folders. The project management has allowed for seamless integration opportunities.
So, if you have been planning to use a CRM for your business? Then, it is time to opt for it. Usually, the project management feature is available within the CRM. Experts advise that it is always a better idea to opt for a in detail walk through of how a CRM and project management function hand-in-hand for the streamlining of the business and also help in serving the clients in a better fashion.