Project-SalesAchiever Review

Project-SalesAchiever is a construction CRM that users can use to manage key accounts and customers, as well as identify and pursue project leads from data providers. The solution combines CRM, project business and lead management features in order to empower teams and control the entire business development process. It helps people manage information about contacts, companies, activities and projects and translate it into meaningful information.
Mobile Project-SalesAchiever allows users to synchronize all calendar actions with Outlook calendar and get real-time updates from the main CRM. Users gain real-time access to projects, companies, tasks, quotes and sales information via any web browser-enabled mobile device. The platform can be customized to completely meet the individual needs of any company, whether for sales, marketing, service or senior management.

PROJECT-SALESACHIEVER – TUTORIAL

PROJECT-SALESACHIEVER – FEATURES

• Marketing – reduce waste and increase success rates: Power BI allows you to link marketing metrics between companies such as architects and end customers to jobs and contractors, which means you also see unwritten relationships between companies and also removes the possibility of having false positives from your data. Power BI helps you create dashboards on the fly by incorporating them into the solution when connecting with services such as Mail-Chimp.
• Employee performance improvements: when employees know their performance is being evaluated in a dashboard and they can see their results, they innately begin to improve their work.
• Time savings: trying to align trends in the construction industry with current results, capabilities and potential requires huge amounts of time of which many hours are lost simply by collecting data that already exists in different parts of the company. The program will always show you the recent results of every report you need.
• Visibility: an executive dashboard gives you great visibility and insight. So you know exactly what is happening in every aspect of your business
• Easy to set up: business intelligence solutions make it easy to track important metrics such as win percentages, revenues, rebates and revenue maps from the beginning of the year through easy-to-configure interactive dashboards. Dashboards are automatically updated with the latest data, which means you will always have access to up-to-date information when you need it.