How Integrating Project Management Software with Your CRM System Can Enhance Customer Relationships

Most organizations use some form of project management (PM) system to ensure that each task of the deliverables cycle begins and ends on schedule and within budget. Methods vary greatly. Often they include an assortment of software aids from spreadsheets like Excel, or the calendar feature of applications like Outlook, to any number of physical aids like whiteboards and paper documentation. More structured methods may use similar aids, but adhere more rigidly to the methodologies of the project management industry. Both of those solutions, however, are fraught with problems, which range from data duplication and human error to the logistic difficulties of keeping independent monitoring and recording methods updated and synchronized. To overcome those problems, many organizations manage their projects with the help of dedicated stand-alone project management software.

This white paper discusses:
  • Three important benefits of using PM software;
  • Downsides of using a stand-alone PM solution;
  • Advantages of using an integrated PM solution.

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