Do You need a Project Management Software that is Totally Integrated with MS CRM Software

You already have a great financial system, HR app

, you use Microsoft CRM and you are looking for a project management and project billing system with Microsoft CRM integration which links your Microsoft CRM opportunities and project pipeline information to a project time & billing software. You have invested in various carefully selected technologies to run your business and you are looking for a MS CRM time and billing software tool that fully leverages your existing investments. It would be counterproductive to rip and replace your enterprise systems with watered down on-premise or cloud alternatives. You want to keep Microsoft CRM - people are already familiar with it and it works for you and gain a true competitive advantage in project delivery and workforce management by leveraging a best of breed time and billing solution. A project management software solution that has built-in and certified connectors to Microsoft CRM is the ideal answer that will provide a totally integrated project time & billing software.

Billing project time and expenses is a crucial function for many businesses as the world moves toward a service-based economy. Field service specialists, professionals of all types and customer support personnel all need to track time spent and account for or charge for this very precious commodity - their time! With a globally dispersed project workforce, a web-based project time and billing tool is needed to get project time and expense information quickly and efficiently.

Project time and billing software that works with your existing enterprise CRM, systems and tools

A Microsoft CRM time & billing software provides you with an efficient an accurate tool for project time and expense billing. Opportunities in Microsoft CRM translate into projects base on your project pipeline settings; project progress, expenses and hours spent is tracked in a project time and billing software solution and through CRM integration with the project management software CRM users gain easy access to project cost, billing and status report information. Project time and billing software solutions solve these problems by tracking time and billing and project progress that is subsequently made available as dashboards and reports in Microsoft CRM add-ons.

There are many benefits to Microsoft CRM integration with time and billing software

A project time and billing software with MS CRM integration provides you with project pipeline information, forecasts, and resource utilization reports you can depend on. Your executives gain access to real-time project billing, cost, and budget information that enables them to quickly answer questions like:

- What does the quarter look like?

- What is our project pipeline forecast and cash flow?

- Which client engagements generate the most revenue or highest profit?

- How is this customer doing right now? How satisfied are they?

- What has been billed to this client so far?

- Where can I get a consolidated view of all of our service engagements and their current status?

There are significant advantages in a project management system integrated with your CRM. If you are using spreadsheets to keep track of resources, utilization or time and billing data; issues such as over or under billing can arise, forecasts may not be accurately tracked in spreadsheets resulting in bench time or over-stretching of resources, and commitment to projects which the company does not have the ability to meet.

Do You need a Project Management Software that is Totally Integrated with MS CRM Software

By: Patrick Barton

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