Integrating your Project Management (PM) software with Customer Relationship Management (CRM) can significantly enhance your business operations. With Keystroke's recent release of Link2projects, we thought it would be helpful to list the five compelling reasons to consider this integration:

1. Streamlined Operations: By merging CRM and PM systems, you can centralize all customer and project data, reducing redundancy and ensuring smoother workflows. Link2projects allows you to link contacts to projects, and record all the project activities, comments, and Histories to an Opportunity linked to that Contact record.

2. Enhanced Team Collaboration: A unified platform fosters better communication and coordination among team members, leading to more efficient project execution. CRM brings users and contacts together in one place, and projects marshal these resources to provide a more complete picture.

3. Increased Efficiency: Automation of routine tasks and processes minimizes manual work and errors, boosting overall productivity. 

4. Comprehensive Data Insights: Integrated systems provide valuable analytics, helping you track project progress, customer interactions, and performance metrics for informed decision-making. In fact, Link2projects captures all project details under an Opportunity linked to a contact record, and shows other users the project progress, even capturing the completion percentage.

5. Improved Customer Experience: With all relevant information in one place, you can offer your customers a more cohesive and responsive service, enhancing their overall experience. In fact, Link2projects allows team leaders to share their online projects with the contact and even offers them the ability to make comments or clear activities assigned to them. This is not just visibility, but engagement.

With Link2projects, plans are created with clients, tasks are assigned, and collaboration ensures completion. Act! users approach projects by starting with the contact, then planning, and breaking it down into delegated tasks. This is precisely how Link2projects is designed, and why PM integration with CRM is so vital for your business.

Related Links:

• Learn more about Link2projects HERE.
• Register for Link2projects Webinar on September 19th, 2024 HERE.