The worst thing for any organization has no way to track the progress or monitor employees’ productivity. Do you what it can do? If not, then here is a preview, the lack of tracking reduces productivity. Additionally, it restricts teams from collaborating. Lastly, there is no way to measure the project completion status apart from relying on the word of your team or project managers.
One might ask what is the efficient solution to this can be, and a one-word answer would be to adopt agile project management software. Hold on! Instead of searching on your own, we recommend you using monday.com.
It is a project management software that provides multiple project management solutions. On top of this, it also makes people management super easy. And, lastly, one can track everything from the point of task creation to the point it is completed and simultaneously offers comprehensive reports. But the key to monday.com’s success is ‘customization.’ If you don’t want to invest time in setting up the interface or create a custom workflow for every business process, ranging from employee onboarding to marketing and customer services, you can reach out to CRM Consultants for Monday CRM integrations to pre-and-post monday.com consulting service.
So, if you are considering integrating project management software with your CRM and don’t know which software will suit your business need, then you have arrived at the right place. Here you will find two things, first what prerequisite a project management software should have and benefits it can produce for your business. Let’s start with the features.
4 Must-Have Features In A Project Management Software
1. Multiple Devices support
The first thing that every software should have is screen optimization and multiple device support features. For instance, you are a project manager, and for some reason, you can’t come to the office in time, and you decide to assign tasks on your way to the office. And, on your way, you have access to the mobile. In this situation, what will you do to assign an essential task to a team member or update the status to the executive when you can’t access your dashboard? Therefore, it is essential to have software that can be used on multiple devices and offers the same security level as a desktop version.
2. Team Collaboration
The next thing on our list is the Team collaboration feature. Wonder why you need this in your project management software? Then take an example of the last stage of the sale pipeline, ‘Retention Of The Customer and Referrals.’ In this phase, sales and marketing departments are required to collaborate. And, having one platform with all the applications and tools lessens the need to-and-fro application switching. Besides, at a single platform, one can share the insight and personal data on the customers through CRM and archive it for life so that anyone within the organization can access it.
3. Track & Monitor in Real-Time
Apart from collaboration, you also need your software to be super agile that tracks and monitors everything. And the one that can offer comprehensive reports on the projects, tasks, and team member efficiency. This means a project should have the feature to track the time needed to complete tasks, the average completion time of your team members, and other essential information, including project or task status at hand.
4. Open Source & Cloud Storage
The additional requirement of project management software is it should be open source. If you don’t know what the meaning of open source is, then here is a brief.
Open-source software allows the user to integrate third-party applications and modify the interface to match the organization’s needs. This way a software remains evergreen.
The next thing that you need in your project management software is cloud storage. This will allow you to access information, document, and collaboration with teams from anywhere in the world. And, in the current work-from-home scenario, cloud-based SaaS software is a reliable alternative because it requires less to no maintenance, and whenever a new update came your system will automatically update too.
Benefits:
- Increase productivity with the help of task tracking and team monitoring
- Create intuitive reports that contain everything from task completion status to the active and pending task details.
- One can customize reports with the help of pre-built templates and multiple workflows.
- Label tasks with intuitive tags and thus help teams prioritize tasks based on their urgency.
- Offer comprehensive task management and team management solutions.
- Improve time management.
Conclusion
If you find it hard to track customer queries and project status, along with team productivity, then opting for project software integration is a sound decision. For this very reason, you can reach out to dozens of CRM Consultants. But, the best thing would be to go for a certified Monday CRM Consultant who has extensive experience in Monday CRM Integrations.
