Maximize Project Efficiency with Microsoft Dynamics CRM 2011

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Are you a professional services firm that needs to track and bill time?  Do you need to manage projects, keep track of products and services sold, manage client relationships and communications, manage and forecast your sales pipeline, track service incidents and analyze real-time data to monitor the health of your projects and business?  Are you currently doing these tasks using disparate software packages that don’t communicate with each other or tracking the information in multiple spreadsheets?  Would you like to not waste your valuable time trying to gather and assemble this information into a useful format?

Assistance Software has tailored their Assistance PSA for Microsoft Dynamics®  CRM 2011 to be an effective, integrated project and time management solution for professional services firms.  With seamless integration to both CRM 2011 and Microsoft Outlook, users no longer need to flip between applications for sales, marketing, service, correspondence and time management, time tracking, forecasting and project management activities.

  • Time Sheet Integration with Outlook – Users can enter time and expenses directly through the familiar Outlook interface, even import their existing calendar appointments into their timesheets with one click!
  • Project Planning and Management – Create project templates for consistency and efficiency, assign resources to projects based on availability, forecast revenues and workloads, and Gantt chart activity planning provides you with the information you need to effectively manage your projects and your people.
  • Powerful ERP Integration – Integrate your PSA and CRM data with your ERP software.  Assistance PSA comes with out of the box integration to Microsoft Dynamics AX/NAV/GP, and makes it easy to integrate with virtually any ERP software so information can be shared automatically without having to re-key or export/import information from one system to another.
  • Business Intelligence at your fingertips – Dashboards, charts and reports provide you with real time information about your sales pipeline, existing projects and evaluation of completed projects.
  • Flexible Deployment – SaaS, On Premise, or CRM Online, you choose how you want to deploy.

The approach that Assistance Software has taken by designing this solution within CRM 2011 allows organizations to leverage the power of CRM with workflows to automate processes and notifications, personalized views by user or role, advanced security, ability to customize with ease and tight integration to the Microsoft product family including Office and SharePoint.

Bringing these powerful tools together in the familiar Outlook environment will help with a smooth transition for end users and allow you to make informed decisions based on easy to access, timely, and effective information.

BDO Solutions is a national firm with local practices throughout Canada, including Ontario, Alberta, British Columbia, Manitoba and Saskatchewan. Microsoft Gold Certified Partner and Reseller of the Year in Canada for 2011.

By Chris Cels, CRM Consultant with BDO Solutions.

1 thought on “Maximize Project Efficiency with Microsoft Dynamics CRM 2011”

  1. CRM software is the best lead nurturing process, we can easily maximize the business leads. CRM system is the powerful tool to enhance the business process.

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