One of the greatest benefits of
For example, CRM can be customized to track and manage the entire life cycle of an implementation project. If the project has standard steps or phases, new project entities can be created to store critical data such as project location, start/end date, technical data (like IP addresses), materials needed, etc. Using CRM workflows, changes in data can trigger tasks for other users, automatic emails (such as auto-updates to client and/or internal teams) and service appointments.
Keeping this operational data close to other company data can be very helpful for salespeople who also serve as the main point of contact during a project. They can identify where the project is at any point in time while also tracking communication within the same system.
2B Solutions has extended CRM for project management for several customers. The key is clearly defining operational processes and designing the system with end-users. After all, they are the ones who will be using it! And it should go without saying, but piloting the new system with test implementations is critical before full-scale go live.
Learn more about how Microsoft Dynamics CRM can improve your business by downloading the white paper, "24 Wildly Creative Ways Companies Use Microsoft Dynamics CRM to Drive Revenue and Serve Customers" released by the CRM Software Blog. If your business does not use Microsoft Dynamics CRM yet, get started today with a quick online quote for Dynamics CRM.