{"id":5357,"date":"2017-10-26T12:07:00","date_gmt":"2017-10-26T17:07:00","guid":{"rendered":"https:\/\/blog.planview.com\/?p=5357"},"modified":"2022-04-11T13:26:14","modified_gmt":"2022-04-11T18:26:14","slug":"optimizing-customer-project-management","status":"publish","type":"post","link":"https:\/\/blog.planview.com\/optimizing-customer-project-management\/","title":{"rendered":"Optimizing Customer Project Management"},"content":{"rendered":"<p>If you have worked in a customer-facing position, you know how difficult it can be to effectively allocate the finite resources you have across a myriad of customers. Support tickets that customers submit obviously need to be handled quickly and efficiently, but overall customer project management and success is a delicate balancing act that must take many factors into account. It requires a <a href=\"https:\/\/blog.planview.com\/fostering-collaborative-work-with-virtual-project-management-software\/\">significant amount of internal communications<\/a> to coordinate these efforts, but using email as the primary communication tool is sure to present many challenges: Were all of the appropriate parties included in the email?\u00a0 Are long, confusing threads developing? When members are assigned to or removed from the account does the email distribution list reflect this accurately? Are recipients reading this information on a timely basis?\u00a0 Are attachments suffering from version control? Are customers erroneously being included on communications that were intended to be internal only? Using email to manage customer accounts does not ultimately serve the customer best.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_80 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/blog.planview.com\/optimizing-customer-project-management\/#Successfully_managing_customer_renewals\" >Successfully managing customer renewals<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/blog.planview.com\/optimizing-customer-project-management\/#So_much_more\" >So much more<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Successfully_managing_customer_renewals\"><\/span>Successfully managing customer renewals<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Planview\u2019s Customer Success department has left confusing email chains behind and has never looked back. We now use Projectplace, a powerful collaborative <a href=\"https:\/\/www.planview.com\/products-solutions\/solutions\/work-management\/\">work management<\/a> solution to keep track of customer projects. For example, the complex contract renewal process has countless touchpoints and documents associated with each customer: emails, notes, contracts, and invoices, to name just a few. In Projectplace, we can easily organize key information for a customer on to a \u201ccard\u201d on a virtual task Kanban board and effortlessly attach documents, links, status updates, and more to each card. Cards are arranged in columns that represent stages of workflow, enabling an intuitive \u201cat a glance\u201d view of where each customer is in the process. Progressing the card through the workflow is incredibly simple with drag and drop. A variety of boards can be set up to organize customer cards by geography, product line, and more. When we\u2019re on the go we can easily use a mobile device to manage the cards, providing timely access and updates to the entire renewals process.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"So_much_more\"><\/span>So much more<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Projectplace\u2019s work collaboration is so much more than just a fancy way to replace emails and documents; its versatility and simplicity lends itself exceptionally well to the management of a variety of customer project management use cases. Because each customer and each project is inherently different, you need a tool that can be flexible. And that\u2019s what ProjectPlace  is. Its power is limited only by the limits of your creativity.<\/p>\n<p>Be sure to\u00a0<a title=\"\" href=\"https:\/\/www.projectplace.com\/pricing\/enterprise-trial\/?utm_medium=blg&amp;utm_source=cosocial&amp;utm_campaign=pp_cwm_template-library_dgc_na_x_x_en&amp;utm_content=template-library-blog_free-trial\" target=\"_blank\" rel=\"noopener\">sign up for your free ProjectPlace  trial today<\/a>. To learn how ProjectPlace  can benefit each department in your organization, check out the following use-case blogs, covering: <a href=\"https:\/\/blog.planview.com\/public-relations-project-management-turning-professional-cat-herders-efficient-project-managers\/\">Public Relations<\/a>, <a href=\"https:\/\/blog.planview.com\/human-resources-project-management\/\">Human Resources<\/a>,\u00a0<a href=\"https:\/\/blog.planview.com\/marketing-project-management-content-development-delivery\/\">Blog Management<\/a>, <a href=\"https:\/\/blog.planview.com\/improving-cross-department-communications-throughout-the-business-interview\/\">Cross-Department Communication<\/a>, <a href=\"https:\/\/blog.planview.com\/project-management-in-demand-generation-marketing\/\">Demand Generation Marketing<\/a>, <a href=\"https:\/\/blog.planview.com\/event-management-are-you-managing-it-or-is-it-managing-you\/\">Event Management<\/a>, <a href=\"https:\/\/blog.planview.com\/digital-marketing-project-management-in-action\/\">Digital Marketing<\/a>, <a href=\"https:\/\/blog.planview.com\/optimizing-customer-project-management\/\">Customer Renewals<\/a>, <a href=\"https:\/\/blog.planview.com\/rfp-project-planning-doesnt-have-to-be-deadly\/\">RFP Project Planning<\/a>, <a href=\"https:\/\/blog.planview.com\/improve-sales-team-collaboration\/\">Sales Team Collaboration<\/a>,\u00a0<a href=\"https:\/\/blog.planview.com\/strengthen-your-project-management-skills\/\">Customer Experience<\/a>, <a href=\"https:\/\/blog.planview.com\/dynamic-sales-and-project-management-software\/\">Solutions Marketing<\/a>, and <a href=\"https:\/\/blog.planview.com\/improving-sales-project-management-using-projectplace\/\">Sales Project Management<\/a>.<\/p>\n<p style=\"font-size: 17.3333px;\"><a href=\"https:\/\/www.projectplace.com\/pricing\/enterprise-trial\/?utm_medium=blg&amp;utm_source=cosocial&amp;utm_campaign=pp_cwm_template-library_dgc_na_x_x_en&amp;utm_content=template-library-blog_free-trial\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-5104 size-full\" src=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/09\/projectplace-templates-free-trial-600x200.jpg\" alt=\"ProjectPlace Free Trial\" width=\"600\" height=\"200\" srcset=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/09\/projectplace-templates-free-trial-600x200.jpg 600w, https:\/\/blog.planview.com\/wp-content\/uploads\/2017\/09\/projectplace-templates-free-trial-600x200-300x100.jpg 300w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>If you have worked in a customer-facing position, you know how difficult it can be to effectively allocate the finite resources you have across a myriad of customers. Support tickets that customers submit obviously need to be handled quickly and efficiently, but overall customer project management and success is a delicate balancing act that must&#8230;<\/p>\n","protected":false},"author":62,"featured_media":5359,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_editorskit_title_hidden":false,"_editorskit_reading_time":2,"_editorskit_is_block_options_detached":false,"_editorskit_block_options_position":"{}","footnotes":""},"categories":[38],"tags":[],"class_list":["post-5357","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-work-collaboration"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.8 (Yoast SEO v26.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Optimizing Customer Project Management - Blog | Planview<\/title>\n<meta name=\"description\" content=\"Customer project management requires a coordinated effort. 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