In today’s fast-paced business landscape, customer relationship management (CRM) tools are indispensable for managing interactions and maintaining strong relationships with clients. However, for organizations that rely on project-based deliverables, the value of a CRM system often stops after the sale is made. That’s where ForgeXRM’s project management add-on steps in to bridge the gap, offering a seamless, integrated project management solution for businesses using Microsoft Dynamics 365 and the Power Platform.
Why CRM-Integrated Project Management Matters
Most organizations handle project deliverables using a mix of tools—spreadsheets, email chains, whiteboards, and stand-alone project management software. These disconnected systems can lead to inefficiencies, data duplication, and the risk of human error. ForgeXRM’s project management add-on solution tackles these challenges head-on by combining CRM and project management functionalities into a single, unified platform.
With ForgeXRM’s project management add-on, businesses can:
- Leverage Existing CRM Data: Avoid duplicate data entry by using customer information already stored in Dynamics 365 or Power Apps. From project start to completion, the project management solution ensures that all relevant details are available at your fingertips.
- Enhance Project Visibility: Get real-time insights into project progress, budgets, and timelines, empowering teams to stay on track and address potential issues proactively.
- Improve Project Efficiency: Streamlined workflows reduce manual effort and the likelihood of errors, leading to faster project completion and greater cost savings.
Key Features of ForgeXRM’s Project Management Add-On
- End-to-End Project Lifecycle Management Manage every stage of a project, from initial setup to final delivery, within a single system. Project delivery teams can track project tasks, milestones, budgets, and resources with ease.
- Intuitive Project Interface Designed with usability in mind, the Project Management add-on features an uncluttered, user-friendly, and familiar interface that enables quick onboarding and proficiency with minimal training.
- Seamless Collaboration Across Teams Access customer contact history, notes, and emails from within the project management module. This ensures everyone on the team, from sales to the project delivery, has the context they need without constant back-and-forth communication, ensuring alignment and efficiency.
- Templates for Faster Project Setup Save completed projects or various types of projects as project templates for future use. This feature allows teams to replicate successful projects and get started quickly with new project initiatives.
Benefits Beyond Project Completion
ForgeXRM’s project management CRM add-on solution doesn’t just support active projects; it creates long-term value by:
- Simplifying Repeat Business: With access to previous project data, teams can quickly set up new projects for returning customers.
- Enabling Continuous Improvement: Insights from completed projects help refine practices, improving efficiency and reducing costs over time.
- Boosting Team Confidence: Real-time visibility into project progress reduces stress and fosters a culture of accountability and collaboration.
Is ForgeXRM’s Project Management Add-On Right for Your Business?
Whether you deliver services or products with project-based workflows, ForgeXRM’s project management add-on ensures seamless continuity from the closed sale to the start of your project delivery. It’s particularly well-suited for organizations looking to:
- Manage complex projects without the overhead of stand-alone PM tools.
- Eliminate silos by integrating sales and project workflows.
- Increase productivity and reduce costs through automation and streamlined processes.
- Manage project delivery against a defined project budget.
Extend CRM and Take Your Project Management to the Next Level
ForgeXRM’s project management add-on for Microsoft Dynamics 365 and the Power Platform is more than just software; it’s a catalyst for growth. By uniting CRM and project management, it empowers businesses to deliver exceptional results, delight customers, and stay ahead of the competition.
Ready to transform your project management and service operations? Contact ForgeXRM today to learn more about our innovative solutions.