In this contemporary world, the most successful businesses in the globe understand how to deliver the best customer experience with communication from the first contact phase with potential customers through providing exceptional services and solutions. With a united CRM and project management strategy, many businesses can predict and handle their customer requirements and expectations by taking advantage of the advantages of both management solutions.

Customer Relationship Management Software 

Many companies use CRM software to keep track of their latest leads and opportunities to generate sales. It can store a lot of information about its clients, customers, and prospects. CRM software allows both management and sales teams to watch out for the company’s sales pipeline and evaluate the outcomes of sales efforts and activities at any level of detail. The reports generated by CRM development company offer insights about specific market segments, lead sources, products, and sales reps, which can help businesses improve their sales functionality and also identify new opportunities.

Project Management Software

Now that you have a new sales lead, you are responsible to your customer for planning and carefully executing the project. Project management software enables you to define milestones, deliverables, tasks, and timelines, assign staff and other resources, estimate costs, and keep track of the budget and deadline. 

Benefits of CRM Project Management Integration

For project-based businesses, incorporating CRM and project management systems can be very important to your profitability, reputation, and maintaining happy long-term customer relationships. When you have access to the project management system, your sales experts can ensure they don’t make any kind of promises that your company won’t be able to keep. They will be able to check in to make sure key milestones are being met to maintain open lines of communication with the customer. And your production teams can make plans based on what they see coming through the pipeline.

• One main location for comprehensive data management.
• Improved deliverables based on real-time insight as well as consumer feedback.
• More efficient use of resources with centralized time as well as money management
• Enhanced cross-department alignment with accessible data and real-time communication tools.

Challenges of CRM and Project Management Integration

Cost

Most of the companies face issues with the cost of implementing the reliable integrated project management tools. Some industrialists believe that the first investment is not worth the return. 

Confusion 

If your organization doesn't have defined goals for your CRM and project management platform, you'll be wasting your time attempting to make sense of data that has no quantifiable worth and forcing functions for use cases that aren't well-considered or applicable.

The Key Areas of Integration With CRM Project Management Software

Schedule Management

Project management and customer relations are closely related to the calendar and the clock. Scheduling project work in the system allows the customer service team to quickly answer customer questions about project timelines or expected delivery. As it is a collaborative tool, support staff, sales teams, and management can watch out for the schedule and make decisions accordingly. 

Email Integration

Email is the main form of integration both internally and externally for most companies. A huge number of emails are sent throughout the project life cycle and among a number of different parties. Incorporated email puts all communication in one place with access for all those who require it.

Project Organization & Tracking

It’s pertinent to have apparent deliverables set for each project, and within an incorporated platform, key participants can keep an eye on the status and details of a project. The sales team can effectively make delivery estimates, and schedule projects, as well as customer support teams can access the same data for accurate responses to consumer complaints.

Partner With Us for CRM With Project Management Software Integration

If you are ready to move forward with project management and CRM combined, We at Code Garage Tech, a leading development company specializing in custom business software like project management and CRM systems. Connect with us for a CRM project management solution to bring productivity and better performance to your organization’s processes.