Project Planning Embedded
AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. planning naturally evolves into creating a project, which falls into the realm of project management.
A project is primarily made up of objectives. There are usually different people working on objectives, and each objective requires careful resource planning. One place where project management really comes into account management is bringing a broadly stated goal into realistic terms.
With any goal, there are many contingencies, risks and resources involved. The risk is that you’ll heavily invest in something that turns out to have no future. Or you’ll invest resources into a project that means those resources are missing somewhere else where they are vital.
Project Management Elements
Capabilities Built-into Pipeliner…
Project document storage & access
Visual displays streamline task and activity management
Objective setting & tracking with related tasks associated
Project monitoring and statistics
What are the roles absolutely required for a project?
- A project manager, or driver
- Technical Expert
Salesperson (or Account Manager)
- The Innovator
The Innovator is the one who brings the concept and the bold ideas to the table. The innovator is thinking cross-platform and definitely has an entrepreneurial approach as they’re innovating something new with current company capabilities. They create inspiring and compelling ideas. The innovator must also have a fundamental understanding of business and the company’s customers.
“It is not your customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business.’s job to remember you, it is your obligation and responsibility to make sure they don’t have the chance to forget you.”
What is Scope in Project Management? by Jocelyne Hall
Project management is tough at the best of times. You must swiftly tackle any issues that arise, make sure all the work is getting done, and ensuring that your team is working well together – all while meeting your deadlines. To make sure you succeed when managing a project in the workplace, there are a…
Remote Project Management
8 Tips for Managing Remote Sales Team Let’s face it: Because of the on-set of the coronavirus pandemic, more and more businesses are now forced to adapt in a remote work environment. This can be quite challenging for salespeople who aren’t used to selling remotely, as its quite different from doing it in person. But…
Do You Use Productivity Strategies? by Elinor Stutz
We can almost predict the likelihood for our future success that is dependent upon our productivity strategies. Most people have a difficult time dealing with stress; worse, it negatively impacts productivity. It becomes difficult to accomplish everything within their time allotment. Then the initial issue can quickly become a 360. Next, worry sets in as…
Pipeliner, Effectiveness and Efficiency by Nikolaus Kimla
Pipeliner CRM, with its constantly innovated and evolving new features, greatly assists salespeople, sales managers, and other roles in the company as they make their way into the future. As we move forward, it becomes increasingly important how users spend their time, because their time becomes ever more valuable. Pipeliner is like no other CRM…