Remove project silos, achieve project excellence and deliver consistently superior customer experiences, products and services – all from within Dynamics CRM

Project service for Microsoft Dynamics CRM 2016 Online

Building long lasting trusting relationships around a solid reputation of delivery is paramount into today’s services economy. Customers both internal and external expect the highest levels of transparency, collaboration and service. As project service organisations, we’re only as good as our last delivery, and we’re also likely up against numerous other providers, all delivering similar services. To stand out from the crowd we need to deliver consistently excellent products, services and experiences.

To deliver a consistent experience, organisations need to enable the business to work off one source of the truth, with regards the customer, the relationships and the interactions. Embedding project services into a Customer Relationship Management solution not only makes sense but it is a critical step in becoming more aware and mature with the process.

With project service now available in Microsoft Dynamics CRM 2016 Online, achieving project excellence is easier than ever, all from within the familiar Dynamics CRM and Office 365 platform.

About project service for Dynamics CRM

Project service is an end-to-end solution that extends Microsoft Dynamics CRM to provide a single system of customer engagement for project sales, resourcing, delivery and billing. Through Office 365 integration, collaboration becomes second nature and automated, notes can be shared using OneNote, documents worked on by multiple people seamlessly and shared with the team, internally and externally.

Project service for Dynamics CRM delivers:

• Project-based contracts: Project contracts relate quotes and orders to project plans, financial estimates, labour pricing, and billing arrangements, like time and materials or fixed price. The contract highlights key metrics, including profitability and feasibility.

• Project planning: Visual project planning and estimation includes predecessors, automatic task scheduling, and views of sales and cost information for time and expenses. You can use the resulting plan in quotes and project contracts.

• Resource management: Resource information includes the skills and proficiencies of your workforce. You can view and filter resources based on skills and availability, so you can assign the right people to the right projects. You can also track resource utilisation and forecasting metrics.

project serviceMicrosoft Dynamics CRM

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USA www.teamintergen.com NEW ZEALAND www.intergen.co.nz AUSTRALIA www.empired.com.au

• Time and expenses: Team members can use the web or mobile apps to record time and expenses for multiple projects. Managers can easily approve new entries while understanding the financial implications of the newly-approved items.

• Project billing: Project invoices reflect the terms of the contract and the approved work and expenses. The financial impact of project work, including costs, unbilled revenue, and invoices, is recorded for use in analytics and integration into financial systems.

What can project service help your organisation achieve?

Deep customer and employee engagement:

• Build credibility through collaborative project planning, estimation and expectations setting

• Provide confidence in project success through proven processes and a responsive engagement model

• Deliver predictable on-time and on budget projects with process automation and transparency

Empower professionals:

• Ensure consistency and process excellence to drive up the maturity lifecycle

• Through a single system view, facilitate transparency with comprehensive views of skills and their relationship to project requirements

• Ensure the right resource with the right skills is assigned to work, driving more realistic attainment of on-time and on-budget projects

• Enhance productivity by providing collaboration tools via Office 365 groups, project team sites and tools like visual studio online

• Empower employees to find projects to maintain skills and to collaborate amongst the team increasing loyalty through visible interaction, recognition and skills development

Optimise growth:

• Coordinate a firm-wide approach to prioritising client and pursuit management using team collaboration in consistent ways helps to deliver successful projects

• Monitor and manage overall status of projects with real-time visibility of project status

• Using the built-in metrics in project service and PowerBI reporting tools to facilitates timely decision-making, enabling the business to adapt and change accordingly before it is too late

Organisations using an integrated project-based solution with CRM are 44% more

profitable than organisations using neither.

2016 SPI Professional Services Maturity Benchmark Report

94% of world class organisations collaborate across all departments to close large deals,

compared with 43% across all organisations.

2015 Miller Heiman Global Sales Best Practices study

TALK TO US TODAY

If you’d like to know more about project service and how we can help your organisation to deliver project excellence and move along the project lifecycle, we’d love to talk to you.

To find out more, please email Steve Foster, Intergen’s CRM Product Manager, on steven.foster@intergen.co.nz or James Page, General Manager, Dynamics Solutions, on james.page@intergen.co.nz. Alternatively, feel free to contact your Intergen Business Development Manager.