Duplication! - who needs duplication?
CRM and Estimating solutions have, up until now, been run entirely separately.
Containing similar information about the client and their team, the same information
about the project, the same contact details. With little communication between these
systems incredible amounts of duplication occurred. Duplication of effort, data and
resources. Often key pieces of information from CRM were overlooked as well as little
or no feedback from estimating as to the progress of a job.
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Joined up thinking :
Bringing CRM and Estimating together |
Well not any more! KMS have developed a link between Project-base and Causeway Estimating
. Giving estimators instant access to CRM held data, and vice-versa. No more having
to start an estimate from scratch, one click will create an estimate with all the necessary
details of the client, architect and other team members. Now there is a single repository
of Projects and related estimates
Who, What When?
Keep track of all the estimates as they go out; who they go to; when they are sent.
Keep track of changes to an estimate instantly. As you change an estimate in Causeway
Estimating it will automatically update the relevant information held within
Project-base. Business Development staff and Estimators can work together, and a 360 degree
view of the project is achieved. Estimators can be notified immediately that a
project requires tendering. In fact, using inbuilt project tracking features within
Project-base your estimators can be notified well in advance and ensure the correct
resources are available when the tender documents land.
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