Dynamics CRM for professional services

If a client asks me for a project status report, I can send it within 2 minutes. Complete with all project tasks, milestones, percentage of completion and the total time billed against the total time approved. Can your project management system do that? This is only possible because we use templates and checklists in Project …

How Fast Can You Email a Client a Project Status Report From Dynamics CRM? Read More »

Are you consistently following the same methodology for every software implementation project? Does everyone in your company, including new hires, know the exact steps to follow? When steps are missed, do you know where the process failed? We have found that using templates and checklists within Dynamics CRM, using the AbleBridge Project Management add on, …

How Microsoft Partners Can Use Checklists to Manage Implementation Projects in Dynamics CRM Read More »

When it comes to project management software, you have choices. Being in the business of providing solutions for project management, we have recommendations. Here are the pros and cons of some of the first choices as well as our take on what is the most effective. Microsoft Excel Pros: It is free; most people have …

Compare Excel vs MS Project vs Dynamics CRM – Pros, Cons and Costs for Project Management Read More »

Sales: “You didn’t meet the deadline”. Service: “You didn’t quote enough hours”. If you run a project-based business, you have likely heard these types of accusations. But if everyone on your team has complete visibility of the project management metrics, you can bridge the disconnect between sales and service. (tweet this) The Challenge For a …

How to Bridge the Disconnect Between Sales and Project Delivery Teams Read More »

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