of use of Microsoft DynamicsTM CRM 3.0, to produce Project-CRM. This offers the best of both worlds; the flexibility and strength of a Microsoft product but with our uniquely developed project interface. · Track and manage projects: From lead through to completion, Project-CRM tracks project developments, tasks, activities and communications with all parties involved in the decision-making process. · Project forecasting: Project-CRM will allow you to analyse projects by status to ensure you are dealing with the right projects at the right time. · An easier way to manage and develop customer relationships: Use Project-CRM to send and manage e-mail, store business contacts and manage your appointment calendar, update project information and schedule tasks – all without having to switch between applications. · Access project and customer information anywhere: Enhanced data synchronisation and mobility features will enable your sales, marketing and service personnel to take advantage of the tools and information they need no matter where they are. · Unify customer e-mail and responses: Say goodbye to ‘copy and paste’ for integrating your inbox and CRM email. Automatically capture entire discussion threads within your customer history records · Centralised customer and project information: Keep customer and project information in a single place. Establish a single shared view of customer and project relationships across your organisation. · Designed for the way you work: Project-CRM has been created with the Construction industry in mind. Extensive customisation tools allow you to further tailor the system to meet your unique business requirements. Modify application forms, data fields, relationships and add entire new system objects. · Import Project leads: Project-CRM will accept project leads from providers such as EMAP Glenigan, Barbour ABI and CIS. All imported leads can be kept quarantined away from your “live” data and only through promotion will be made part of your active database. · Comprehensive sales pipeline: Take advantage of advanced sales processes and workflow rules to enable accurate sales forecasting. · Provide your sales teams with all the information they need: Either by accessing their data on-the-go, or by running comprehensive customer and sales reports, give your sales team up-to-date information. · Project quotation tracking: Identify all parties who have been quoted and then track the successful ones through to order. Keep detailed information about revised quotations as well as unsuccessful quotations or bids. · Works the way technology should: Project-CRM is based upon the Microsoft DynamicsTM CRM 3.0 solution, and has been designed to be a natural extension of Microsoft Office and Microsoft Office Outlook®. It provides a familiar and intuitive work environment that enables rapid user adoption and productivity. For more information on Project-CRM, visit www.kms-software.com or contact KMS Sales on +44 (0)20 7939 0744. |