When the sales team identifies a qualified opportunity, a project is created within Easy Projects (CRM integration).
The Project Manager prepares a project plan that includes an estimated budget and timeline by using a template from a similar opportunity in the past. The plan will contain soft scheduling and resource allocation estimates to enable the sales team to quote with confidence and close the deal.
A bidirectional synchronization between your CRM platform (e.g, Salesforce, HubSpot, Microsoft Dynamics, etc) and Easy Projects will automatically transfer the appropriate opportunity details into a new project in Easy Projects based on the appropriate template.
A powerful tool built for what-if scenario capacity planning it helps to answer crucial questions for a Project or Program Manager, like:
Avoid unnecessary data entry and save time with Project Templates - perfect for situations that involve similar or repetitive projects.