Project Management and CRM software: Can you use both? The majority of people believe that Customer Relationship Management software is a tool that will assist you in managing your contacts, your relationships with businesses, your documents, and your communication (emails, phone calls, and so on) with these connections. To guarantee the successful completion of a project’s life cycle, project management software intends to enable you to plan, organize, and manage each stage of the project life cycle. As a result, they usually have distinct business goals and should treat as such, but what if one of them couldn’t function without the other’s assistance? Let’s see if we can figure out how and why.
📌 Schedule Management
CRM and project management software are both time-base applications that keep track of deadlines and activities. You may arrange the work you will have to perform on a project on your schedule. Be accessible to everyone in the CRM using the calendar feature. Consider the following scenario: your customer service or support team gets a request from a client about a project you’re currently working on. With a CRM that includes a project module. They will be able to quickly respond to consumer inquiries regarding this project via a variety of channels.
Also Read: 7 Key Competencies of CRM Software
Last but not least, CRM portrays as a tool for teamwork. As a result, your calendar is accessible to everyone in your CRM, including your boss, support staff, and sales associates. Once they have this information, they can determine whether you are available to work on other projects. If you are open to schedule meetings with them.
📌 Project Planning and Tracking
Expectations from your customers and project realizations must connect to specific deliverables to be successful. This pertains to both budgets and estimations, as well as meeting deadlines as a whole. Suppose you have your project module integrated into your CRM. In that case, you can quickly share information with other colleagues about what you are doing, progressing, and how everyone is tracking the project’s status.
Imagine a different scenario for a moment. Your salesman gets a complaint from a customer who dissatisfied with the progress of the project. Suppose you have your project management solution integrated with your CRM. In that case, both the project manager and the salesperson will be able to view the project’s current state. They can also respond to the customer in the same manner.
📌 Email integration
When you are working on a project for a customer, you will most likely interact with them through email. Then it becomes necessary to connect your CRM with your project management software so that you can send and receive emails from both systems. Indeed, you may have many representatives with whom you interact throughout the different phases of the project life cycle. Most of the time, your customer’s contact with you is conducted via email.
Additionally, having your CRM and project management software in the exact location ensures that all emails and communication are linked in the exact location and that everyone in your business from all departments has access to these emails.
📌 Team strategy alignment
Project management modules in customer relationship management systems (CRM) can assist all project team members to keep track of all project details, ensuring that everyone is working towards the same goal. Suppose there are any risks to readapt or modify some parts of a project. In that case, the strategy can be changed, ensuring that the project management team is a critical component of the strategic realignment.
📌 Support from leadership
In addition to what we’ve previously said, your CRM connection with a project module provides complete insight into your project. It enabling your team to be at their most productive. With everyone’s responsibilities clearly defined, there is no misunderstanding about who is responsible for what. The lead project manager can keep everyone on track while also assuming responsibility for the project’s overall success.
When you connect your CRM with a project module, everyone in your business will be able to quickly access the project from any location and at any time. This item will unquestionably enhance the efficiency of your company’s operation. Finally, you won’t have to go back and forth from one program to another, risking missing important information since everything is consolidated and every department has access to the same information. It lowers the level of uncertainty.
Do you wish to know more regarding how Accleverate integrates its customer relationship management system with a project management module?