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?
Automating the lead capture process may be the most obvious use for WORKetc's custom web forms, but their sheer customizability actually lets you use them for far more than that.
Knowing which club to use in specific situations is key to winning in golf—just like how identifying your customers' needs and segmenting data is crucial in small business marketing.
If you only have 10 people on your team and one of those is, at best, average then that means a full 10% of your workforce is holding your business back. No small business can afford that anymore. Here's why.
Spreadsheets are great at what they do, but when you're using them in place of a real business management software, you can actually end up crippling your business—or worse.
Time tracking always gets a bad rap. "It's a waste of time." "It's too much micro-management." If you're not tracking it, however, then you risk wasting it and losing out on these three tangible benefits.
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.