Bridge the Gap Between Your Sales and Execution Teams

In many organizations, post-sales and follow-up teams that work closely to get their clients started up have little idea how their projects are progressing. This is often a result of an unintended hand-off — whereby post-sales activities are tracked, separatelythrough a project management system, with a different set of players from the CRM system that was used to track the deal. Consequently, internal teams work with partial information and are often caught by surprise, compromising their customer’s first experience. Not any more.

Zoho CRM addresses this problem by letting you plan and execute projects within your CRM software. We do this by integrating Zoho Projects, our advanced project management system, directly into Zoho CRM. Now you can contextually view and manage project information right from the Accounts, Contacts and Potentials tabs of your CRM.  This gives you the power to manage the entire customer life cycle — from lead generation to project execution — in one place!

CRM-Projects-Integration

Rodriguez Consulting is a New York civil engineering and land surveying firm that takes advantage of project management within CRM. CEO Lou Rodriguez explains their process.

“After an opportunity is won, our sales executives create a new project for the deal within Zoho CRM”, he says.  “A project manager is notified of this new project and it is his or her job to manage the project, set up a time line, and assign tasks to employees. Tasks are added directly to employee calendars and our firm uses Google Apps for document management.

Rodriguez-Consulting

Lou feels this has helped them consolidate their work, improve visibility, and save time.

“Zoho Projects has allowed us to replace whiteboards, Excel spreadsheets, and Microsoft Project files with one single enterprise solution that our entire team can depend on,” says Lou. “Managers get a dashboard view of everything we’re working on and this saves time spent searching through hard copies and online folders. Zoho Projects working inside Zoho CRM has allowed us to seamlessly integrate opportunities.”

Zoho Projects is available in the Professional and Enterprise editions of Zoho CRM, at no extra cost. Visit this page for a detailed walk-through of how CRM and project management go hand-in-hand to streamline your business and help you serve customers better.

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