Ensuring projects deliver: On time. On budget. At a profit.
- Coordinated Opportunity Management – Track and manage upcoming project opportunities, so that sales teams and project managers can work together to land as many projects as possible, without overlapping resources.
- Accurate Project Quotations – Quickly create comprehensive project quotes using standard or customized templates.
- Automated Resource Planning – Use Azure Machine Learning to forecast demand and resource allocation. It will automatically match people with the right skills and experience to the projects that need them.
- Team Collaboration – Combine Project Service with Office 365 and share project documents. You will be able to monitor the status on project deliverables and receive real-time updates by project members, simplifying risk management.
- Simple Tracking of Budget and Costs – Each project worker keeps a record of hours and expenses in their mobile device, which is automatically collated by Project Service. See the whole project costs visualized in real-time.
- Easy Reporting – See key project metrics in powerful overview dashboards, on your computer, or on-the-go. Quickly export these metrics into your project reports.
- Hassle-Free Billing and Invoicing – See project costs in a simple overview that can quickly be converted into an invoice – either within Project Service or in conjunction with your current accounting system.
Don’t miss more articles by The CRM Team
The CRM Team and Simple join forces! Empowering marketing, to deliver a brilliant customer experienceLondon and South Africa, March 04, 2021: The CRM Team, expert implementers of world-leading customer engagement technology, and Simple MRM Ltd, enablers of...
6 Ways Technology Can Supercharge Your Sales Process Today’s marketplace is always on. And it’s always evolving. To keep up, leading-edge organisations are turning to technology. Why? Because technology drives market traction. Greater forecast accuracy, real-time...
Never lose a prospect? What lead nurturing can really deliver The sales and marketing funnel is all about conversion. Curious prospective buyers enter at the top and happy customers exit at the bottom. But what happens when your funnel looks more like a sieve? By...