Touchstone CRM for Professional Services
When managing a project, it’s common for a project manager and
consultants to have to interact with multiple systems. Touchstone’s
unique offering allows a consolidation of planning, resource
scheduling, timesheets, expenses and invoice tools to provide
project managers and consultants with the opportunity to
complete all aspects of a project within a single
application, embedded in the familiar Outlook
environment.
In addition to the management of live
projects, you can leverage core Microsoft
Dynamics CRM functionality to gain a firm understanding of the
sales pipeline and its associated resource requirements to allow
effective resource planning for future projects.
Components of the Touchstone Offering
Touchstone’s solution offers professional
service organisations with the ability to manage a project from
identification of the opportunity to completion. Through the
core functionality of Microsoft Dynamics
CRM, future projects can be managed in the sales opportunity
entity, delivering insight into future projects and the
associated resource requirement.
Planning can be carried out from within
Outlook and project activities sent directly to the consultant's
Outlook Calendar; the project templates enable you to
speed-up the process of project creation.
On completion of a task, the consultant can
finalise their timesheets and expenses from their Outlook calendar,
which will update projects and allow the project manager to
raise invoices against a single project or a range of projects.
Combining the power of Microsoft Dynamics CRM software, Outlook, Office
and SharePoint in a single application will provide your business
with an end-to-end solution that has the potential to
streamline your business processes and offer greater business
insight in a familiar and easy to use environment.
The option to deploy this solution via a
hosted model also presents the opportunity to deploy the solution
in an opex model, which removes the need for large upfront costs
typically associated with the deployment of new business
solutions.