{"id":6205,"date":"2024-06-20T13:10:00","date_gmt":"2024-06-20T13:10:00","guid":{"rendered":"https:\/\/twproject.com\/?p=6205"},"modified":"2024-08-01T09:32:45","modified_gmt":"2024-08-01T09:32:45","slug":"twproject-as-crm-in-practice","status":"publish","type":"post","link":"https:\/\/twproject.com\/blog\/twproject-as-crm-in-practice\/","title":{"rendered":"Twproject as CRM: In Practice"},"content":{"rendered":"\n<p>According to client&#8217;s needs, Twproject can also be used to insert <strong>contacts and customers<\/strong> among the resource list: this makes Twproject <strong>an excellent tool for CRM<\/strong>, as well as for project management as a whole.<\/p>\n\n\n\n<div class=\"table-of-content\">\n<h5>CONTENT<\/h5>\n<ul>\n<li><a href=\"#record\">Record a first contact through Twproject as CRM<\/a><\/li>\n<li><a href=\"#follow\">Follow the lead<\/a><\/li>\n<li><a href=\"#add\">Add a new Pre-Sales Project<\/a><\/li>\n<li><a href=\"#convert\">Convert the pre-sales plan into an actual project<\/a><\/li>\n<\/ul>\n<\/div>\n\n\n\n<p>It happens that our customers ask us whether they can only include users who have an active login in the resource list.<\/p>\n\n\n\n<p>The answer is: not only!<\/p>\n\n\n\n<p><strong>All resources entered without login<\/strong>, in fact, <strong>are not counted in the license count<\/strong>, so you can have as many as you want.<\/p>\n\n\n\n<p><strong>Monitoring sale activities from the first contact stage<\/strong> is a good idea for several reasons, which we will discuss in detail below.<\/p>\n\n\n\n<p>But now let&#8217;s see how to do it right from the start.<\/p>\n\n\n\n<a name=\"record\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">Record a first contact through Twproject as CRM<\/h2>\n\n\n\n<p>Say that you are at one of &nbsp;your yearly trade fairs and, after some hours, you meet<strong> John James from ACME SPA<\/strong>, he is smart and you talk to him for a while about your company services, he is very interested. <\/p>\n\n\n\n<p>You talk about his boss Victoria Miller, and also about the last NBA Match Boston &#8211; Cleveland, he roots for Boston Celtics.&nbsp;<\/p>\n\n\n\n<p>At the end of the conversation he gives you his business card.<\/p>\n\n\n\n<p>Well, if you are <strong>using Twproject project management software as a CRM<\/strong>, it&#8217;s time to save all these information, and you can do that very easily. <\/p>\n\n\n\n<p>For example I would simply take my iPad and <strong>create a new resource<\/strong>. I would create a new lead for John James\u00a0from ACME SPA, I would record that his boss is Victoria Miller and all the other information written in his business card. I would also save in the notes that John roots for Boston Celtics&#8230; you never know.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"840\" height=\"465\" src=\"https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/07\/add-resource-840x465.jpg\" alt=\"Adding resources in Twproject CRM software\" class=\"wp-image-23589\" srcset=\"https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/07\/add-resource-840x465.jpg 840w, https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/07\/add-resource-400x221.jpg 400w, https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/07\/add-resource-705x390.jpg 705w, https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/07\/add-resource.jpg 1367w\" sizes=\"auto, (max-width: 709px) 85vw, (max-width: 909px) 67vw, (max-width: 1362px) 62vw, 840px\" \/><\/figure>\n\n\n\n<a name=\"follow\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">Follow the lead<\/h2>\n\n\n\n<p>Now that your lead is entered, you can search for the project you use to save pre-sales information and <strong>insert a new activity for the conversation<\/strong> you had, just to remember everything you said.<\/p>\n\n\n\n<p>At the moment what you have is just a lead, so there is no need to create a specific task for this activity, it could be just a phone call. <\/p>\n\n\n\n<p>The best way to manage this situation is to create a new <a href=\"https:\/\/www.linkedin.com\/pulse\/your-guide-pre-sales-process-juno-school\/\" target=\"_blank\" rel=\"noreferrer noopener\">pre-sales activity<\/a> (a new <a href=\"https:\/\/twproject.com\/blog\/optimize-your-company-to-do-list-with-twproject\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>To-Do in Twproject<\/strong><\/a>) as a reminder, in order to call John after a week and talk about what your company can do for him.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"840\" height=\"97\" src=\"https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/07\/to-do-pre-sales-840x97.jpg\" alt=\"to-do as reminder for lead following\" class=\"wp-image-23592\" srcset=\"https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/07\/to-do-pre-sales-840x97.jpg 840w, https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/07\/to-do-pre-sales-400x46.jpg 400w, https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/07\/to-do-pre-sales-705x82.jpg 705w, https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/07\/to-do-pre-sales.jpg 1278w\" sizes=\"auto, (max-width: 709px) 85vw, (max-width: 909px) 67vw, (max-width: 1362px) 62vw, 840px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>Twproject&#8217;s To-Do&#8217;s are the most versatile tool for carrying out such operations, for several reasons:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>In addition to adding a title and a detailed description, you can insert <strong>a direct link to the resource<\/strong> by simply copying and pasting the alphanumeric code you will find on the top left of the resource page.<br><\/li><li>You can <strong>attach documents<\/strong> related to John&#8217;s profile or his company, so that everything is available for consultation.<br><\/li><li>You can <strong>use comments and tag your colleagues<\/strong>, simply by putting the @ before their name, to share information, suggestions, ideas.<br><\/li><li>Finally, you can <strong>assign the To-Do to a colleague<\/strong>, if you are not directly responsible for the customer relationship, and at the same time stay up-to-date on the progress of the deal.<\/li><\/ul>\n\n\n\n<p>When the To-Do expires, the system will remind you of the call.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"840\" height=\"246\" src=\"https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/07\/to-do-expired-notification-840x246.jpg\" alt=\"to-do reminder when using Twproject as CRM\" class=\"wp-image-23594\" srcset=\"https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/07\/to-do-expired-notification-840x246.jpg 840w, https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/07\/to-do-expired-notification-400x117.jpg 400w, https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/07\/to-do-expired-notification-705x207.jpg 705w, https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/07\/to-do-expired-notification.jpg 1211w\" sizes=\"auto, (max-width: 709px) 85vw, (max-width: 909px) 67vw, (max-width: 1362px) 62vw, 840px\" \/><\/figure>\n\n\n\n<p>Thanks to the link, you can check all the details of the resource and start the conversation where you left off.<\/p>\n\n\n\n<p>If the conversation is fruitful, you can finally <strong>create a dedicated pre-sales activity<\/strong> for ACME, to record in detail the first contact, perhaps a demo, the offer and the final contract.<\/p>\n\n\n\n<a name=\"add\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">Add a new pre-sales project<\/h2>\n\n\n\n<p>Now that your lead has become a real pre-sale project you can insert it in Twproject to check its progress.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"840\" height=\"162\" src=\"https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/07\/Gantt-for-pre-sales-activity-840x162.jpg\" alt=\"Gannt chart in Twproject for pre-sales activities\" class=\"wp-image-23597\" srcset=\"https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/07\/Gantt-for-pre-sales-activity-840x162.jpg 840w, https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/07\/Gantt-for-pre-sales-activity-400x77.jpg 400w, https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/07\/Gantt-for-pre-sales-activity-1536x297.jpg 1536w, https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/07\/Gantt-for-pre-sales-activity-705x136.jpg 705w, https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/07\/Gantt-for-pre-sales-activity.jpg 1662w\" sizes=\"auto, (max-width: 709px) 85vw, (max-width: 909px) 67vw, (max-width: 1362px) 62vw, 840px\" \/><\/figure>\n\n\n\n<p>Thanks to Twproject all <strong>pre-sales activity can be monitored<\/strong>, managed and saved like all the other projects.<\/p>\n\n\n\n<p>One of the best tools Twproject offers for project management is its<strong> <a href=\"https:\/\/twproject.com\/blog\/the-best-gantt-diagram-on-the-market-twproject\/\" target=\"_blank\" rel=\"noreferrer noopener\">interactive and dynamic Gantt<\/a><\/strong>.<\/p>\n\n\n\n<p>Even for pre-sale projects it can be very useful to have a tool that offers a 360\u00b0 view such as Twproject&#8217;s Gantt.<\/p>\n\n\n\n<p>In fact, <strong>each activity can have phases and sub-phases<\/strong>, either connected to each other or not, by different types of dependencies.<\/p>\n\n\n\n<p>Let us say that the first phone call with John led to a presentation agreement with his boss Victoria Miller. This will involve a number of intermediate activities such as content optimisation, landing pages, etc. These activities will be included as related preliminary steps in an interdependent relationship with the presentation.<\/p>\n\n\n\n<p>All of this will hopefully lead to the conclusion of the contract, which will then initiate an actual operational project.<\/p>\n\n\n\n<p>In this way <strong>each step in the process will be monitored<\/strong> and can also be managed by different people involved in the project, eliminating unnecessary e-mail exchanges.<\/p>\n\n\n\n<p>To sum up, thanks to Twproject&#8217;Gantt used as a CRM tool you have:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Contacts and&nbsp;projects together<\/li><li>Agents assigned on pre-sales activity<\/li><li>Pre-sales progress monitored<\/li><li>Pre-sales budget and expenses managed<\/li><li>Pre-sales effort registered for future report and considerations<\/li><\/ul>\n\n\n\n<a name=\"convert\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">Convert the pre-sales plan into an actual project<\/h2>\n\n\n\n<p>We therefore saw how to use Twproject tools for CRM activities. <\/p>\n\n\n\n<p>It is evident that its functionalities exceed those of any other specific software for all the preliminary activity of tracking potential customers, thanks to the fact that <strong>Twproject is a complete, flexible and multifunctional software<\/strong>.<\/p>\n\n\n\n<p>But there is more.<\/p>\n\n\n\n<p>The advantage with Twproject is that <strong>the software evolves together with your projects.<\/strong><\/p>\n\n\n\n<p>Let&#8217;s assume that the presale phase has turned into a contract and you can start <strong>managing the actual project<\/strong>: if you use Twproject as a CRM you already have a lot of the information already entered and you don&#8217;t have to start all over from scratch.<\/p>\n\n\n\n<p>In addition, you have everything together under control and so you can also <strong><a href=\"https:\/\/twproject.com\/blog\/how-to-calculate-work-hours-in-a-project\/\" target=\"_blank\" rel=\"noreferrer noopener\">monitor costs and hours worked<\/a> for pre-sales<\/strong>.<\/p>\n\n\n\n<p>This is usually data that is not counted, and ends up in a single block with all business activities.<\/p>\n\n\n\n<p>Instead, it is key information to know if you want to manage projects accurately, right from the start.<\/p>\n\n\n\n<p>All this because, with Twproject, you can have both a <strong>CRM software and a Project Management software<\/strong>, together.<\/p>\n\n\n\n<p>To try this and other features for free, sign up for a <a href=\"https:\/\/demo.twproject.com\/applications\/teamwork\/welcome\/createUserEnvironment.jsp\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>15-day trial period<\/strong><\/a>, or<strong> <a href=\"https:\/\/twproject.com\/ask-for-product-demo\/\" target=\"_blank\" rel=\"noreferrer noopener\">book a demo<\/a><\/strong> with our support team: see how many project issues you can handle on one platform!<\/p>\n\n\n\n<div class=\"tw_promobox box_type3 sBlue sImage\" style=\"background-image: url('https:\/\/static.twproject.com\/blog\/wp-content\/uploads\/get-it-now-r.jpg'); background-size: 140%; background-position: -90px -210px;\">\n<div class=\"av_promobox avia-button-yes avia-builder-el-1 el_after_av_promobox avia-builder-el-last\">\n<div class=\"avia-promocontent\">\n<h2>CRM software and a Project Management software, together.<\/h2>\n<\/div>\n<div class=\"avia-button-wrap avia-button-right \"><a class=\"avia-button avia-icon_select-no avia-color-custom avia-size-xlarge\" href=\"https:\/\/demo.twproject.com\/applications\/teamwork\/welcome\/createUserEnvironment.jsp\" target=\"blank\" rel=\"noopener\"><span class=\"avia_iconbox_title\">Try us for free!<\/span><\/a><\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>According to client&#8217;s needs, Twproject can also be used to insert contacts and customers among the resource list: this makes Twproject an excellent tool for CRM, as well as for project management as a whole. CONTENT Record a first contact through Twproject as CRM Follow the lead Add a new Pre-Sales Project Convert the pre-sales &hellip; <a href=\"https:\/\/twproject.com\/blog\/twproject-as-crm-in-practice\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Twproject as CRM: In Practice&#8221;<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":19553,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_custom_body_class":"","_custom_post_class":"","footnotes":""},"categories":[88,49],"tags":[],"class_list":["post-6205","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-resource-management","category-product"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Twproject as CRM: a detailed case study - Twproject<\/title>\n<meta name=\"description\" content=\"How to use Twproject as CRM. 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