Project managers understand the objectives of executives and stakeholders when they take on a new project and must decide the best way to produce the expected deliverables. They must set out a plan to stay on schedule and under budget and prepare for the unanticipated. To do this, project managers carefully select their team, assign roles, set budgets and deadlines, and institute KPIs to monitor progress throughout. Using a CRM allows managers to set out schedules and goals for their team to follow.
Prophet CRM provides features that make the planning process all the easier. Utilize Prophet’s customizable project records to set up the steps, milestones, reminders, budgets, and meetings for a project. It is important that managers know what each team member is capable of so that they can best assign roles. Prophet’s Analytics Dashboards allow managers to review team members’ performances to do just that. Set specific, measurable, attainable, realistic, and time-bound goals for teams and report quantifiable progress reports to higher-ups with Prophet’s Reports and Dashboards.