Integrating CRM with project management software enables you to get the most out of your sales, marketing, and customer experiences. Rely on the seamless experience of data management with analytics to maintain profitability with accountability.

1. BREAKING DOWN
ORGANISATIONAL SILOS WITH
CRM PLATFORM

2. By adopting CRM and Project Management software,
businesses can strategically align project teams with
sales and customer service. It will provide a holistic
view to the business owners, key decision-makers,
stakeholders and team members. It will improve project
quality and enriches marketing activities with data.
Maintain all contacts from one place while enhancing
the deliverables.
Introduction

3. Incorporating CRM in
Project Management to
Break Organisational Silos

4. Visual project management makes it effortless to
analyse the team's progress. A dashboard in CRM helps
keep things on track and ensure tasks are being
delivered on time
It improves accountability within an organisation and
allows you to avoid making the same mistakes again
Managing Projects Visually

5. Track the lead flow to allow your teams to understand
what happens in the sales pipeline throughout the
customer journey and what is their impact on the
pipeline
Your CRM will simplify lead management, customer
relationship, lead qualification and nurturing process
Creating a Sales Pipeline

6. Using a CRM platform, you can schedule meetings to
ensure there are no meeting clashes. Share calendars,
files and folders with team members to allow an easy
flow of information
Since most CRM platforms rely on cloud storage, data
can be shared with anyone at any time and anywhere in
the world
Improved Collaboration

7. To create insightful reports, you can gain a 360-degree
view of customer data. Rather than trusting your intuition,
you can look into factual data to back up your claims
Create charts and graphs to persuade your teams to
engage with data
Data-Driven Insights

8. Integrated with the CRM platform, Optimiser's project management
suite is a powerful tool that is easy to use and streamlines the
workflow. Track all projects from one clean pipeline while integrating
tasks, emails, and CRM data to create a context-based project
management structure. The robust AI analytics provides a clear
picture of the project's progress and identifies leaks that can deter
the quality. Optimiser's Project Management Suite is integratable,
scalable, and flexible.
Optimiser's Project
Management Software

9. Schedule a Walkthrough
With an Optimiser Expert
Call us at: +44 203 972 1702
Email us at: sales@optimiser.com