- Workbooks announces the integration of advanced project management directly in its CRM
- The objective is to simplify project management, optimize equipment efficiency and more
- The company has new project management levels for newcomers.
Workbooks, one of the best CRM suppliers, has announced the integration of advanced project management tools into its CRM platform. With this latest incorporation, the company aims to help companies experience optimized workflows, better resources allocation and optimize income monitoring.
In a press release shared with Techradar Yesterday, the workbooks explained how project management tools allow companies to simplify project and tasks (things such as assigning budgets, monitoring efforts or monitoring of progress), optimizing equipment efficiency (seeing the Availability of resources and thus balance workloads for maximum productivity) and improve financial supervision (allowing companies to monitor projected monthly income).
The work books will offer two project management levels for newcomers: Project Management and Project Management Pro.
Core will offer functionalities such as the creation and monitoring of tasks, the allocation of resources and budgets, customizable panels and real -time reports.
The PRO level will include several companies, multiple currency documents and improved security measures.
Address commercial challenges
Existing clients will obtain the complement of advanced projects, which will offer “perfect integration” in current licenses, making sure that companies can climb the capabilities while maintaining the efficiency of the profitable ones.
For Dan Roche, marketing director in work books, the new offer means “crossing the BS that clients face at this time.”
“They have to administer multiple suppliers and disparate systems, although they generally do not see the results they want,” he said. “When integrating CRM with Advanced Project Management, we provide a unique platform that provides a direct benefit to the CEO, CFO, COO and the projects/project managers in medium -sized services.”
Roche says that the first users are already seeing a “significant commercial benefit”, and adds that the company is seeing “a strong interest from other clients and perspectives.”
According to the company’s website data, Workbooks serves more than 1,400 average market customers in 30 different countries. He uses approximately 80 people and has an estimated annual income of $ 11.3 million.
For more information, be sure to read our review of in -depth workbooks.
Owain Williams
Owain is the CRM editor in Techradar. He has interviewed several older people within the work book team and attended events of work -book clients to listen to those who use the platform every day.
Gone were the CRMS days that are used exclusively to store contact data and make offers. Although these are certainly a crucial part of what a great CRM does, we are now seeing the expansion of CRM capabilities to support multiple processes in all businesses.
I was lucky to take a look at the management of work books management at a client event last year. Talking to users, I discovered that the general consensus is that this will be a welcome addition, helping them to minimize time and resources spent in the management of multiple commercial tools.
