Project Management Why just allow Sales and Marketing to enjoy the benefits and efficiencies of a CRM Solution when it can be used for Project Management as well? Your team is generating the interest and winning the deal, but what if the projects are not successful because they aren’t being managed correctly. Gold-Vision CRM has you covered.

You obviously have competitors who would be more than happy to steal customers from you, and there’s no better time for them to pounce than when a project is struggling. To combat this and make sure your customers are smiling, you need Project Management.

Gold-Vision CRM gives you a fully customisable area that allow you to trap specific project information, set milestones, goals and targets for completion. All this information can have workflow attached so that issues are escalated quickly to the appropriate person.

Documentation specific to the project can be attached so that everyone has access. It’s important that all members of a project are fully aware of what the project needs to achieve, so a central repository of information that everyone can see is essential.

Gold-Vision CRM’s Project Management section means that Managers can look at project schedules, notes, mile stones and many other important pieces of information in one place. They can do this at a customer level, geographic level, company wide level or any level they need to be managing.

Perhaps one of the best benefits of using your CRM Solution for Project Management is the fact that it is fully integrated with the original sale. All information, e-mails, notes and documentation added by sales and marketing can be seen through the Project Management screen.

This is a neglected area with most CRM Solutions, but not with Gold-Vision CRM.