T3 CRM project management software helps you to enusure that all your task projects are completed in timmely manner.The project could be internal projects,product releases,or marketing campaigns.Every Business needs a seamless integration of sales and marketing activities for better project management.with the use of T3 CRM project management software it becomes easy to manage task between sales and marketing teams.
Our Project Management Modules
Project Scheduling - In T3 CRM the Projects management module allows the User to arrange their organisation’s projects by tracking a number of Tasks and allocating resources. Once set up, a project can be visualised in the form of a Gantt chart or using the project grid.
Budget Control -The goal of budget control management is to control project costs within the approved budget and deliver the expected project goals. They spend most of their time on managing and controlling the schedule and tend to forget about monitoring and controlling the budget.
Project Estimation - Estimates are required, to varying degrees of accuracy, at all stages of the project life cycle. Before an organisation can make an investment decision, an estimate needs to establish how much capital investment is required.
Tender & Contract Price Comparison -
- Analyzing the requirements within the ITT.
- Designing a solution that meets these requirements.
- Managing the staff that will write the tender.
- Developing a compelling proposal that will meet the requirements and stand out from other bids.
- Producing a pricing structure that will win the bid as well as produce a profit by the end of the project.
- Minimizing risk and maximizing the impact of the tender.
- Sticking to tight deadlines.
Benefits of Project Management Software
- Helps in managing lifecycle of marketing by moving leads and customers through the sales funnel at their respective pace
- It unites all the task and assignment pipelines,providing more clarity for team members that are collabrating on certain prjects.
- It heps to Keep track of customer feedback and reporting in regard to certain projects
This involves below processes
- Onboarding clients
- Tracking your sales process
- Automating recurring tasks
- Project Tracking
- Expense Reports
- Booked Hours & Timesheets
- Human Resources
- Drag-and-Drop Tasks
- Sort Tasks Based on Categories
- Add New Tasks
- Add Notes
- Check Status
What you can achieve by using project management software
- Creating stategic alignment between PM teams,sales,customer Service
- Allows sales and account manager to see where projectis in process
- See customer activities while working on a project
- Bring clients to the software (create tasks, provide notes, etc.)
- Execute projects as soon as sales occur
- Mine data to improve deliverables
- Maintains all your contact in one place
- Get a holistic view of your customer activities while working on the project
- Invite vendors, partners and clients to join your project and collaborate
- Initiate new projects as soon as a sales activity is triggered
Key Features
- Communications Engine
- Document Management
- Workflows
- Dashboards
- Project Acquisition, Estimation & Quotation
- Project Budget Definition
- Payment & Revenue Recognition
- Built-in calendar
- Goal tracking
- Lead management tool
- Ticketing system
