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Spring Cleaning and Organizing

by on ‎03-04-2011 09:18 AM

Webcast: Why embed Project Management within CRM?

Date: Wednesday, March 9, 2011

Time: 10 am PT/1pm ET

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It is funny how spring rolls around, and you are in the mood to do some spring cleaning. I just spent the last weekend cleaning out closets and organizing my home. It is amazing how fast things can pile up even with your best intentions.


It happens in your work life too.  At some point, I feel like I’m inundated with processes for many activities. I have to make sure to document changes, communicate the changes, and then make sure it is completed in all of the right channels. It’s usually very unorganized and overwhelming.


It all seems like separate pieces. But in our business, we’ve broken through those silos of applications and data by integrating our project delivery systems and our CRM system by embedding TimeLinx into Sage SalesLogix - one location that organizes all our customer info!


TimeLinx extends CRM to provide visibility and management across the entire Customer Lifecycle, from Campaigns to Leads, Opportunities then Delivery, Customer Service/Tech Support, and Finance/Accounting.  TimeLinx integrates all time, expense, project, task, resource and project finance information into one CRM-based system.  


See for yourself! Join Sage SalesLogix and TimeLinx on March 9, 2011 at 10 am PT/1 pm ET for the webcast “Why embed Project Management within CRM?. Let us know if you have any questions you would like addressed before the webcast.


In the future, look for blogs from Mark Engelberg, President of TimeLinx. He will be providing additional tips on project management.

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