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Improving Sales Project Management Using Projectplace

Published By Paula Lina
Improving Sales Project Management Using Projectplace

For most people involved in sales, traditional methods of project management and communication are sometimes difficult and cluttered. Often, accountability is not there, and many times, reaching somebody, or communicating something, can be arduous. There are many moving parts in each sale and with that, comes factors that can be miscommunicated or confused. From years of experience in sales, I have found that most communication and project management is done using email. This method works until you are receiving 30-plus emails a day which can become difficult due to clutter and just sheer number of things to keep track of. This is where collaborative work management comes in. Using Projectplace, Sales Project Management and customer communication becomes streamlined and user-friendly.

These 3 use-case scenarios demonstrate the benefits collaborative work management tools like ProjectPlace can have on Sales Project Management:

  1. Sales Project Management – Having an overview of projects in sales makes teams effective and stress free. With Projectplace, teams can get a top-down view of every sales project and plan available, and receive updates on statuses of any given project. This proves helpful because communication becomes easy, and getting an all-encompassing view of projects in your team means more productive team members, and less stress between people trying to get work done.
  2. Enterprise Sales leadership team meetings – Scheduling team meetings and having easy communication with clients and prospects is not only important but necessary. ProjectPlace streamlines this process and improves collaboration and communication. Being able to have everyone involved and on the same page for meetings and projects makes the sales process extremely user-friendly.
  3. Regional customer user group – In Projectplace, sales teams can stay in communication with regional customers via regional customer user groups. Using these, teams can update customers with information and make sure they are getting the newest and most relevant news. When a customer can receive updates about the products, the sales process becomes straightforward and painless.

If these use cases look like something that your sales team could benefit from, I would suggest leveraging a tool like ProjectPlace and reading more specifically about all of the ways it could benefit the team and make sales easier every day.

To learn more, visit, or start a free trial. For more information on how ProjectPlace can benefit each department in your organization, check out the following use-case blogs, covering: Public Relations, Human ResourcesBlog Management, Cross-Department Communication, Demand Generation Marketing, Event Management, Digital Marketing, Customer Renewals, RFP Project Planning, Sales Team CollaborationCustomer Experience, Solutions Marketing, and Sales Project Management.

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Written by Paula Lina VP, Strategic Sales Initiatives

Paula has been with Planview for 11 years, focusing on Pipeline Development while overseeing the Enterprise SDR Team, Enterprise Sales Enablement, Enterprise Operations, Enterprise Demand Generation Marketing, and multiple other roles and responsibilities. Throughout her 20 plus years in Technology Sales, Paula is most passionate about helping young people start their sales career and blossoming into highly effective sales reps selling value to our customers and prospects. She started the first Intern Program 7 years ago and piloted the first Early In Career program.