When you think about it, the process of building your business through sales and business development is really a form of project management. You have a series of tasks to perform – calling on prospects, developing quotes, following-up with proposals, getting contracts approved and assigned – and you can use Autotask to keep on top of all these projects.

In fact, Autotask has a built-in CRM tool that extends the Project Management functions into a full-featured system for managing your sales pipeline.

Many companies have their client data scattered on multiple computers in multiple databases. Prospecting and sales information is stored in contact managers, like ACT!, Goldmine or Salesforce.com. Billing information is locked up in dedicated accounting packages, like QuickBooks. Project information, if stored at all, is often in project management software packages, such as Microsoft Project. Client service history is often found in saved e-mails from clients, or stored in some stand-alone service desk software.

Autotask includes a robust Customer Relationship Management (CRM) module that goes far beyond the capabilities of stand-alone applications.

Look how Autotask makes managing your client information easier:

Better Management of Client Information Autotask gives you a single integrated view of your sales prospects and client information. Anyone in your organization with permission can see notes, history, contacts, opportunities, check on project status, view installed products and monitor issues and customer support tickets and ongoing communication. Productivity features include user-defined fields, automated notification and workflow rules.     Improved Sales Opportunities & Reporting Autotask includes a sales dashboard, giving you up-to-the-minute lead tracking, sales metrics, sales quota performance, territory management, pipeline reports and reports that are easy export to Microsoft Excel for more analysis. It is includes configurable sales reporting for multiple locations and security for outside sales representatives.     Automated Lead Generation Autotask gives you ability to automatically take data directly out of web-based lead forms, create new sales opportunities and immediately notify the sales team for follow-up. This same tool can be used to pull data out of virtually any web-based form and automatically.     Microsoft Outlook Integration Using the familiar Outlook interface, users have the flexibility to decide which information goes into Autotask and ensures that Autotask captures information on all accounts, deals, projects and customer service issues. No more cut and paste between systems. Just more productivity from the tools you already use.     Microsoft Word Integration Autotask integrates directly with MS Word, the virtual standard in word processing. This allows you to create and import your proposals, quotes, and promotional material using industry-standard software, and have it all directly attached to the appropriate account or opportunity.

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