Regardless of what industry you are in times have been tough. It’s hard to make sales, it’s hard to find good people, it’s hard to keep your customers happy, it’s hard to get financing, and it’s hard to keep costs down. Of course, no project management software system can make all those problems go away. What a state-of-the-art project management CRM system can do, however, is help you control the things that you can control. It can also help you make sure that you are putting your resources to work where they will do you the most good.
If you already have a project management system in place then you are probably thinking that there is no way you are going to go through that implementation again. If you don’t have a system in place then what is crossing your mind is likely that you just don’t have the resources necessary to undertake such a massive undertaking.
The good news is that implementing a comprehensive project management system does not have to be a budget and back breaking exercise. Where historically it was necessary to install sophisticated server technology and hire experienced technical experts in order to successfully implement a system, today you can turn to web enabled systems that offer all the features that stand alone systems provide.
The best of today’s web enabled project management software systems include features that nurture your operations from the very beginning to the very end. That means that they incorporate customer relations management (CRM) at the front end and billing at the back end. CRM software gives your sales people and your management the tools it needs to make sure that you are making the most of your customer base. It has long been common knowledge that it cost a whole lot more to acquire a new customer than it does to hold on to a customer you already have. CRM can help you hang on to those very valuable customers and clients that you already have.
By having billing features on the back end you can be sure that you are getting the money you have earned in a timely and efficient way. Of course not all of our customers pay you right when you want them to. Linking CRM with billing allows you to make sure that you aren’t leaving money on the table.
But what about the traditional project management software features that we have all come to know and love. Yes, you need to be sure that whatever project management software system you select covers the bases when it comes to tracking projects, helping you manage your project portfolio, and establishing actionable metrics.
The real point is, if you haven’t updated your project management software in some time or if you haven’t yet taken the leap and implemented a system, now is a great time to get going. Not only can you improve your processes, you stand to improve your relationships with your existing customers, and maybe even save a little money. Of course, if you increase your revenues at the same time, even better. What are you waiting for?
Selling is simple, but that doesn't mean it's easy. Here are four key steps on how to use WORKetc CRM to make your sales team a more efficient, more productive lead-closing machine.
Stop burning through your small business' project budgets more than you need to with these 3 essential pointers from WORKetc CRM.
2018 wasn't just a success for us here at WORKetc central—it was also a year of big wins for our customers. We're shining the spotlight on YOU, our customers, with this round-up of your 2018 success stories.
Google Drive is useful as it is, but you can still push it to do more with WORKetc CRM's Google Drive integration plus these 7 clever add-ons.
From contact management to getting the info you need with one click, real users are back with tried and tested tips for squeezing even more efficiency and productivity out of WORKetc CRM.
Every feature unlocked for 14 days.
No credit card required.
Activate your trial account and one-click invitations for your team.
All setup? We'll present a demo
matched to your company needs.