Workspace CRM is a key component in any Workspace implementation. Existing systems are commonly insufficient to deal with the demands of managing CRM activities in relation to winning project work. Ineffective contact management leads to frustrations with using spreadsheets to compile data which is instantly out of date. This makes the management of the pipeline difficult and an inability to see an instant central view of the pipeline common. Workspace enables companies to manage, end-to-end, every aspect of their customer relationships, from initial enquiry through to project delivery and handover.
With Workspace your organisation can introduce a central place from which to manage and track enquiries, model the sales pipeline, generate instant forecasts and automate marketing campaigns and activity.
Key Features:
- Centralised contacts, organisations, enquiries, and projects database.
- Record contact project history and personal interests and leverage this information to make your CRM activities more effective.
- Improve targeting by categorising and ranking organisations and contacts.
- Understand ROI across various business development activities.
- Track the bid process and win/loss ratios.
- Support more effective sharing of project details and ‘best-practice.’