improve the efficiency and effectiveness of your team
do you lose momentum with stalled projects and missed deadlines?
Using a ERP can help by giving you a way to easily:
- Communicate project information to your team
- Show dependencies between tasks
- Identify who is responsible for each task
- Record information that is relevant to each task
are you struggling with remote work environments?
A video-conferencing environment can help bridge the gap
- Consider all-day or part-day video conferencing. This helps to create casual communication for collaboration.
- Check-in via video at least once a day rather than instant messaging.
- Make video chat your go-to to replace instant messenger.
do sales opportunities sometimes slip through the cracks?
Never lose another sales opportunity by using a CRM to:
- Define a consistent sales process for all sales people to follow
- Keep track of every lead and where they are in the sales process
- Set notifications for when you need to follow up with a lead
do you need to coordinate everyone and make sure they are aware of available resources?
Use task management to keep task-related information together:
- Project managers can use to assign work to team members
- Team members can use to record status, file locations and other information relevant to the task
- Do effective planning for long-term projects
do meetings fail to generate team coordination?
Work together to produce a meeting output, such as a Mind Map
- Brainstorm and organize ideas during the meeting
- Keep everyone focused on the meeting purpose
- Create a plan or output that is visual and concrete
Interested in learning more?
Contact us for a demo or to discuss how a CRM can meet your specific business needs.
