How a CRM Online Workflow Management Streamlines your Project Flow?

CRM workflow management

If you are struggling to tie-together multiple ends of your project flow, Statistics tells that you are not alone…In the absence of right methodology and uniform monitoring, most project management schedules run overboard and budget regularly gets exceeded.

A CRM online workflow management combines and streamlines multiple aspect of your project management. It gives you a comprehensive outlook and control over your entire project.

1. Allocate and Prioritize your Work

At any point of time, almost all organizations have a string of unfinished work and a finite workforce. In-order to maintain a work flow, you should be able to prioritize and divide total work to be allocated to right individuals.

With CRM, you could instantly review every piece of work or tasks to be completed on a unified dashboard. This single dashboard view lets you allocate particular tasks to right individuals at any point of time.

Further, CRM can store and retrieve all the work allocation through a single cloud source, bringing long-term employee accountability into picture.

2. Establish Project Milestones

Commonly, humans are ill-equipped to make accurate predictions on deadlines with regards to large-scale projects. With dividing a large project into multiple smaller project milestones, you could predict actual date of completion with better accuracy.

With CRM, you could divide project along a definite timeline. It allows you to establish a clear timeline for project completion, with a fixed date of completion for each stage.

3. Ticketed Task Allocation and Communications

According to wrike.com, project managers spend almost 90% of their time communicating to employees. Moreover, employees cite frequent interruptions as a reason for incomplete projects. Here, both employees and managers are victims to unplanned communications.

With CRM, you can issue instant tickets to individuals considering various factors such as pending jobs, availability, listed skills etc…You could also access any particular employee based on contact management system. This empowers managers to handle large teams without conflicting with their normal tasks.

4. Manage unfinished Tasks

With CRM-based workflow, you could instantly view all unfinished through a unified dashboard. Based on a given task list, you could assign tickets to right individuals.

This ensures that all your entire list of tasks gets allocated to right individuals at right time. You could also raise unfinished tasks for immediate attention.

Manage Remote Teams

Today, organizations and employees are increasingly choosing remote workers over investing on in-house teams. The CRM-based employee aggregation allows you to manage entire workforce through a single interface.

It allows you to streamline entire project demands through a single interface. It also allows you to manage entire project through a single dashboard, allowing instant project allocation.

Learn more about CRM-based Workflow Management with us @ +91-7899887755 or sales@kapturecrm.com! Also sign-up for a free demo or start a 30 day no credit card free CRM trial!

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