Project management CRM
What are the advantages of a web-based project management system to a traditional solutionusing Outlook and Excel, a non-integrated address tool, a non-integrated order processing and a separate project management and resource planning?
Benefits of a project management with CRM
Assumed, that all data within the system is maintained and actual, you will have these benefits:
Benefits of a project management with an integrated CRM
- Using a Project Management System with an integrated CRM will put you in the position to give competent information about a customer.
- All contact and address data are correct - this is an important basis for all follow-ups.
- All actions for the (prospective) customer are available in the system. No information gets lost or will be ignored.
- The paperless office comes true, for an actual database provides a clear level of information about all customers.
- Full access to documents or E-mails using the integrated document management system.
- Reduce of time-consuming queries, for every user can handle the needed information himself.
- Search processes are nearly eliminated.
- Your customer feels to be in good hands, if all his requests, probelems etc are currently available to respond to his needs.
- You can give information about the level of processing in a compenent, reliable and quick manner. Within a second a quotation or another document can be found and opened.
- Each information like turnover, costs, contribution marginforecast, work assignement, times, service of external staffers, service of staffers from different cost centers etc. is handled in a single Project Management Software System. That implies that no figure interpreted from different angles of view. The management gets the right information from an actual database.
- An integrated ticket System keeps all problems, bug reports, request of customers clearly traceable.
- Available accounting information like open invoices, credit limit, order backlog makes it easy to be used within a conversation with a customer. Invoices may be paid earlier when sales is involved.
- Dates of your staffers concerning any customer get transparent. This is a perfect basis for your project plannig to customers.
- Permissions allows access to information, prevents users from modification or deletion.
- Automated transfer of information to defined groups, e.g. project staffers, secures the same knowledgebase for all staffers.
- Information can be obtained worldwide when using a web-based Project Management System and CRM.
Technical Requirements for Vemas (Project Management Software CRM)
- Browser (Internet Explorer, Mozilla Firefox, Google Chrome)
- Broadband connection for external access (if necessary)
- Microsoft Office 2007 (only when a Document Management System in addition to purchase order processing is required)
