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.
Well not any more!…KMS has developed a link between Project-CRM (Microsoft-CRM) 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-CRM. 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-CRM your estimators can be notified well in advance and ensure the correct resources are available when the tender documents land.
How does it Work?
KMS are the developers of Causeway Estimating and the Dynamics 365 Project-CRM system. The KMS Project-CRM solution includes a connector (The KMS System Connector) that can communicate with the Estimating Server via http to both read and write data from Estimating.
Any data in Estimating can be shared with CRM users. Take the Estimating Tender Adjudication data for example:
In CRM the Project can be configured to show as much or as little as you require.
Clients and Roles
Details about the Client, Architects, Consultants and all other players on the project can be shared. Data can flow both ways. Names, addresses, emails, mobile phone numbers can be shared, cutting down the amount of duplication in both systems:
The same data in Estimating:
Apart from sharing the data with whoever needs it – even in the Cloud – one of the great things about having the data available in CRM is the data can now be used and analysed using all the CRM tools. For example, the dashboards and reports: