Chapter 13

Managing Projects with Your CRM


check Setting up a project management system for your team

check Holding your team accountable to complete tasks and projects on time and budget

check Integrating project progress with your CRM for easy management

Project management is a science unto itself. Done right, your team is unified in purpose and efficient in execution. Management has insight into progress and can run reports and bill clients for work done. The right project management system is a powerful tool and every organization benefits when implemented correctly.

Some projects revolve around internal work. Software development, building things, even implementing your CRM can all be considered internal projects. Other projects are external facing; members of your team work together to accomplish a project for a client.

This chapter covers the principles of project management, starting with how and where you set it up for your organization. Connecting your projects to your CRM enables better tracking and accountability on both sides of the project, helping with communication and improving the customer experience.

Setting Up a Project

As with CRM, project management can have ...

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