CRM project management

How CRM Can Help Your Project Management Efforts

In order to effectively manage a company, you need to stay on top of all the moving parts of your business.  From sales, marketing, customer service, and more, there is a lot to track, monitor, and maintain.  Luckily with the help of powerful CRM solutions, like aNinja, you can utilize tools that will undoubtedly help you stay organized and ensure that your team is on course to meet your goals.  

Organized Reporting and Dashboards

Visualizations always help to better understand how you’re approaching upcoming benchmarks and where things may be lagging behind.  With easy to view and completely customizable workflow summaries you can easily assess progress within different areas of your organization.  Furthermore, tools like task lists are a great way to distribute assignments with concrete due dates across your team.  This way team members all know who is responsible for what, optimizing productivity and efficiency.  

Cloud-Based

Many CRM systems, including aNinja, are cloud-based, meaning you can access your information anywhere, anytime, even if you are not in the office.  This also means that your whole team is updated with real-time information and data, ensuring that everyone is on the same page.  aNinja even has a mobile application available for both iOS and Android devices so you’ll never miss an update on the sales process or project plans. 

Integrations

Integrations are key to maximizing the effectiveness of communication within and across teams.  If your business already uses platforms to communicate, like Google Suite, for example, make sure your CRM software allows integrations with these platforms so that you won’t have to worry about communications getting lost between various platforms.  The most functional CRM systems will be able to house all your data and information in one place, so you can be confident you haven’t missed anything.  CRM solutions with effective integration will make your life so much easier and save you time! 

If you’re not making the most of the CRM features offered, you need to look into it! Many CRMs offer free resources including blog posts and on-demand support to help you fully capitalize on all the tools intended to help your team stay organized and on target.

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