CRM project management software helps project management to complete their project on time and within budget. It also helps maintain effective communication between project stakeholders. So, in this article, we’ll mainly discuss the importance of CRM project management software.
Table of Contents
What Is CRM?
Customer relationship management (CRM) is a process that mainly focuses on managing interactions with relevant customers and clients. So, it entails nurturing relationships to increase sales and customer satisfaction.
What Is CRM in Project Management?
In project management, CRM (Customer Relationship Management) helps project managers describe the functions and tasks that make customer relationship management run smoothly. CRM involves collecting customer data and how a team uses it to improve relationships. Furthermore, CRM helps several areas in your project such as task management, operations and resource management, collaboration between team members, customer feedback management, file storage, and planning quarterly targets.
In short, CRM is an essential aspect of project management that marketing, sales, and customer service teams need to convert data into strategies that make an impact. Here are some benefits of adopting a CRM software when managing a project.
- Create strategic alignment between project management teams, customer service, and sales
- Promote quality control by allowing customers to see and approval project deliverables
- Allow clients to create tasks and provide notes via software
- Ability to see customer activities while working on a project
- Ability to maintain contact management all in one place
- Allow sales and account managers to see where the project is in the process or phase
Important💡 Not all CRM software is designed for project management, so if it doesn’t allow you to create workflows in the same place you store data, you’ll probably have to reach for multiple tools.
Features of a Good CRM Project Management Software
As a project manager, you should select CRM with project management software. It should be functional, flexible, and customizable. So, when selecting CRM project management software, you can consider these core features.
- Real-time data – Visual project management is a valuable feature of a good CRM. Through that, you can manage sales operations with multiple views like calendars, dashboards, timelines, and Gantt charts.
- Lead management – Allow to collect leads from any source and then quality and score leads based on custom criteria. Therefore, CRM project management should be simple to import data from other sources and update the entries in real-time.
- Workflow automation – A good CRM with project management software should have this feature because it helps you speed up communication, prevent redundancies, and boost your team members’ efficiency and productivity.
- Third-party integrations – CRM with project management software should be able to incorporate the tools and apps you need.
Why Important CRM Project Management Software
CRM with project management software is essential to manage sales or marketing processes in your project effectively and efficiently. So, let’s discuss why important CRM project management software is.
- CRM With project management software helps you see customer feedback regarding the product or service. Through that, you can improve project deliverables.
- CRM with project management software helps managers prevent overspending, schedule delays, and inefficient communication.
- CRM insight into customer needs, preferences, and behaviors allows project managers to align project goals with customer expectations. On the other hand, this will help ensure that project outcomes cater precisely to customer needs and requirements.
- CRM project management software is an effective collaborative platform because it helps project managers continue seamless communication with stakeholders. On the other hand, this improves stakeholder engagement, facilitates feedback collection, and keeps stakeholders informed throughout the project.
- CRM PM software helps you understand customer preferences and empowers project managers to tailor strategies. As a result, project managers can boost customer satisfaction and project success rates.
- Resource allocation is another importance you can gain through CRM project management software. Understanding customer demand patterns will help project managers optimize resource distribution, avoiding wastage and ensuring resource allocation where most needed.
- CRM project management software allows project managers to mitigate risks and neglect negative impacts on project progress.
- CRM project management software helps you accurately define project scope and objectives by aligning them with customer needs and expectations.
- Customer feedback is another importance you can gain through CRM project management software. So, this offers valuable information for refining project iterations, ultimately leading to superior outcomes and stakeholder satisfaction.
FAQ
What Is the Difference Between CRM and Project Management Software (PMS)?
CRM software is a process that focuses on managing interactions with relevant customers and clients. Project management software is designed to deliver a project on schedule and within budget. So, here are some differences between CRM and project management software.
CRM software
- Building customer relationships and retaining customers
- Enhancing a sales team’s outreach efforts
- Resolving customer queries efficiently
Project management software
- Maps out ways to achieve project goals and objectives
- Keep customers and team members happy
- Enhance project team communication and collaboration
What Is the Best CRM Project Management Software?
Here are some best CRM project management software.
- Asana
- Monday.com
- Zoho CRM
- Wrike
- ClickUp
