Updated · Originally published
Does your company want to deliver projects on time and on budget?
Do you use Microsoft Dynamics CRM?
ForgeXRM’s Project Management tool for Dynamics CRM can help.
You’ve made extensive use of your Microsoft Dynamics CRM solution in your marketing campaigns. Your sales team has also used it extensively in identifying prospects, cultivating leads, and closing deals. Now, follow through and let ForgeXRM Project Management for Dynamics CRM manage your project through to fulfillment.
ForgeXRM Project Management is a powerful and effective tool for managing projects, even after the sales process has been completed. Unlike standalone project management solutions, ForgeXRM Project Management was conceived, designed, and built to integrate with your Microsoft Dynamics CRM solution.
It only makes sense: you have collected a great deal of customer information during marketing and sales. All of that valuable information is crucial when it comes time to deliver the project. Why waste the time and possibly the accuracy of entering all the information again into a separate system?
Let your software do the heavy lifting.
- Because it integrates with your Dynamics CRM, the ForgeXRM Project Management tool is intuitive and familiar, hence, easy to use.
- With templates based on your best practices but customizable for specific projects, you can streamline project setup.
- You can easily define project parameters, mark milestones, and provide real-time visibility to all project members, including those in the field, through mobile and tablet support.
- Because of the strategically designed workflows, you can ensure that each step is laid out clearly and consistently and that team members are accountable for fulfilling their individual roles.
- Dashboards allow you to track timelines, budgets, expenses, and resources.
- You can compare actual vs. projected time and expense.
- You’ll always know the current status of your project and what needs to be accomplished next.
- Strong reporting capabilities allow insight into time and budget status, percentage of completion, and project task accountability.
Additionally, because the ForgeXRM Project Management tool is integrated with your Dynamics CRM, it can also be integrated with your ERP system, enabling you to produce and manage invoices while maintaining control over the financial aspects of your projects.
ForgeXRM Project Management tool for Microsoft Dynamics CRM is a powerful solution for managing projects from start to finish.
ForgeXRM + Microsoft
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With our deep specialization, industry-leading CRM solutions for and , and Add-Ons for and our configurable , we accelerate innovation and empower businesses to maximize their CRM investments.
. We’d love to connect and learn more about your goals and explore how can support your organization’s needs.
By Ryan Plourde, ForgeXRM,
