Once an opportunity turns into an order and a real project, the project manager needs all the relevant data from the sales team. But that can be a challenge: how can you be sure that you’ve really received every single piece of information required from CRM in Project Online, so you can set up the project quickly and correctly?
Many companies have decentralized data storage and people send information back and forth manually multiple times during the agreement process. That makes it much more time-consuming to keep a handle on data transfer – and it’s very error-prone too.
This is where the ready-to-use solution TPG Oppty2Project comes in. Based on the mobile Microsoft O365 Flow app, it ensures smooth and automatic data transfer between your sales (Dynamics, Salesforce etc.) and project management (Project Online or Project Server) teams. That helps you significantly increase the efficiency – and especially the reliability – of your project setup.
Advantages of this Project Online + CRM Solution
Darstellung des Anwendungsfalls von TPG Oppty2Project zur automatischen Anlage eines Projekts in Project Online aus Ihrem CRM-System.
The implementation of TPG Oppty2Project is easy and fast: The solution is preconfigured and “remotely” deployed. The complete turnkey package includes the following:
Activities: Run kick-off & configuration workshop, execute configuration, create configuration documentation, handover of system and acceptance
Deliverables: Configuration documentation
Duration: approx. 1-2 weeks (Microsoft and CRM solution installation / configuration / licenses not included)
Activities: Prepare and carry out half a day training for sales and project managers
Deliverables: Standard training documentation
Duration: approx. 1 week
Activities: 8 hours’ consulting for coaching, support and extensions (to be ordered within 4 weeks after system handover), final project meeting
Deliverables: Updated configuration documentation
Duration: approx. 1-2 weeks
Before you get started, please ensure that you meet the license-related requirements. In order to run TPG Oppty2Project, you need the licenses for the following Microsoft products:
If you don’t have the relevant licenses yet, you can purchase Office 365 licenses from TPG as well.