Customer relationship management (CRM) supports sales and marketing. This is how classic CRM definitions put it. However, this view falls short. Especially when it comes to highly individualized products, project management and sales can benefit equally - in the sense of a seamless customer journey. What other advantages does CRM with project management offer? Let the possibilities inspire you.
Based on a traditional separation of roles, sales and project management have few points of contact. In practice, friction often arises. On the one hand, there is sales, which focuses on customer satisfaction and sales. On the other hand, project management focuses on the project itself.
Project work is diverse and so many more individual examples could be found of how a CRM links project management and sales. Ultimately, the decisive feature is always the seamless communication between the two departments, from which they mutually benefit. And with them the entire company: A powerful CRM with project management boosts efficiency, harnesses synergies and increases productivity.
Where is CRM software integrated into project management? There is not just one connection between the two applications. In fact, the potential benefits of a CRM solution extend across all phases of project management, as the following overview shows.
Project definition takes place directly and digitally with the right CRM software in project management. For example, use GEDYS IntraWare to define who is responsible as project manager and which teams are involved. All further steps can be managed, viewed and evaluated via the initially created project
The actual product is created during implementation. A CRM tool shows its full strength in project management, especially for offers that are strongly tailored to individual customer requirements. For example, you can track the progress of the project and easily generate reports. All information is also available in one place. With the previously defined authorizations, all team members can easily access the data they need for their work. In this way, the software ensures planning reliability, transparency and efficiency.
Keyword synergies: During the implementation phase, sales and project management benefit equally. This enables the sales team to gain important insights into the customer, for example to identify new sales opportunities or offer the customer an even better experience.
In terms of project completion, the experience gained is particularly important for customer relationship management. They contain valuable insights that can be used to handle projects even more easily and efficiently for the customer in the future. These experiences can be stored and managed centrally using the tool. This information in turn enriches the CRM in sales.
Does GEDYS IntraWare meet your requirements for a modern CRM tool with project management? Get your own insight into the effortless navigation, the optimized sales planning and the numerous functions for mobile working - our CRM tour is free for you.
The previous sections have explained how CRM supports project management and sales. However, the benefits for the company are even more profound. Due to global political developments and the situation on the labor markets, many companies are now faced with a problematic shortage of resources. Here too, a CRM introduction for project management and sales offers relief.
The problem of a shortage of skilled workers is often reduced to a single solution: hiring new staff. However, this is precisely what is difficult to find. Another option is to make work more efficient and automate processes or avoid redundant activities. This frees up existing capacities in the company.
Some of the functions of CRM project management have already been mentioned. Here is an overview of the key features.
Find out for yourself! We have createdachecklist to help you determine your CRM software requirements step by step. This allows you to compare up to three providers and find the tool that offers you all the benefits you want. You can also read more about the Gedys IntrawareCRM release 8.13 with project management here.
These start with aclear project overview andextend to work planning and invoicing. In addition, the software enables stronger networking between the different departments forsuccessful teamwork: deadlines are met, information is available transparently and collaboration can begin as early as the quotation preparation stage in order to define realistic expectations and schedules. In short: with CRM and project management software, you can benefit fromefficiency gains at every stage.