Account Management

Benefits

EBSuite's project management module is part of the integrated EBSuite CRM solution. This integration links the sales automation or customer support customer with each project. This enables the complete understanding of the customer's value and overall ROI.

Present One Company to Your Customer
True ROI and Customer Value
Keep Your Team Informed

Highlights

Sales Opportunity to Project Relationship

Provide your team and customers with a seamless transition from sale to project implementation with the integration between our Sales Force Automation and Project Management modules. Let your team know the status of upcoming projects in the sales pipeline. Share details of the sale and prepare your team to deliver excellent service. Allow your customers to go online and view in real-time their project's status as well as add and review documents. Understand their true value and the sales opportunity's overall ROI.

Support Case to Project Relationship

Integrate with EBSuite Customer Support module to track customers problems and plan for their solution/support. Or use for post-sales service and configuration. Like all EBSuite solutions, the Project Management module is delivered online and accessible via the internet. So distributed teams-anywhere in the world-can collaborate and coordinate using all the most up-to-the-moment information.

Professional Consulting

Empower your team to work with clients in one virtual space. Control file access and document versions. Utilize forums to document ideas and changes. Provide real-time status on the progress of each task. Track the time and tasks based on estimated Vs. the actual results.