Would you like to make a seamless transition from sales to project management? No information should be lost, but the administrative effort should still be kept low? Automated project management helps you keep track of things.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
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A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
After the contract has been concluded, the work really begins. Sales have closed a deal, the contract details have been clarified, all requirements have been clarified and the project is now set to start.
Of course, a number of things have already been automated in sales before: contract and offer preparation, communication and data maintenance in CRM. The critical point is not only the clean transfer to project management, but also efficient and simple project maintenance. This is exactly where the automation of project management comes in.
When a new customer company has been acquired, it is not uncommon for a shared or even internal application to be used for project management. That can Trello, Asana, Clickup Or even Jira be. On the one hand, it is important to store all relevant information there as well. On the other hand, it is important to inform the team and, if necessary, invite customers to collaborate in the tool.
The simplest automation here is certainly that a project board is automatically created after the contract is concluded. If the status of customers is set accordingly in CRM or in a database, this information is automatically passed on in the background.
Of course, individualization is also possible: Based on various criteria, different project templates are used, depending on the type of customer or project, to create more clarity. Assignments are made automatically based on various purchases that are made.
But the information that has already flowed can also be automatically made available to project management. This creates seamless communication without loss of information. In this way, notes or comments from the CRM can be automatically transferred to the project management tool.
Another option is to record conversations with customers, automatically transcribe them and make them available. In this way, important details can be read and manual notes are a thing of the past.
Notifications about changes, tasks, or due dates can also be automatically sent to people who are not working on them directly. For example, team members who only selectively help with the project can find out when their help is needed or where the project is currently standing.
This entire automation of project management is also possible in two languages. For example, an intermediary translation tool such as Google Translate or DeepL ensure that all participants understand the project. Here, too, it doesn't matter whether Asana, Clickup, Trello, Jira or other project tools can be used.
The decisive factor for automating project management is that projects can be broken down to templates. As a result, project management can be automated in almost 80 to 90 percent of cases and thus becomes scalable.
With our AI and automation solutions, we make your organization faster, more flexible and more powerful — and create measurable results along the entire supply chain.
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