Sales often encounter project-based customer business, and the CRM they use requires project management features, otherwise the proposals and quotations they submit cannot be refined from beginning to end and are very rough. This not only weakens the pre-sales competitiveness of the sales, but also increases the risk of post-sales delivery due to pre-sales ambiguity.
Using a CRM with project management functions can help you manage project and client data on a central platform without switching between applications all day.
Challenge:
1、A CRM with project management features must have the following project management functions to be suitable for pre-sales and post-sales work of salespersons in addition to basic customer relationship management functions:
2、Milestone Tracking: helps teams identify achievable goals and metrics
Project roles: clearly defined roles make it easier for team members to manage their responsibilities
Dashboard reports: allows project managers to analyze progress
Collaboration with clients on projects: brings clients into the project management space to show them the project progress, helping you expedite confirmation and approval
