Project-CRM 2011 Datasheet, October 2012 Page 1 of 1

Works the way the

Construction Industry does

Works the way you want to

work

Works with your existing

technology

KMS: Setting the Standard for CRM within the Construction Industry.

KMS have developed the CRM solution for companies involved in the Construction Indus-

try. By building on 20 years experience servicing this marketplace, along with the latest

Microsoft technologies, KMS have created a solution which is seen as a ‘game changer’

in the world of CRM and Construction.

PROJECTS

Project Lifecycle Track-

ing

Project Activity Record-

ing

Technical Enquiries

Document Manage-

ment Integration

SALES

Sales Opportunity

Tracking

Quote Management

Sales Team Manage-

ment and Target Set-

ting

COMPANIES

Key Client Manage-

ment

Company Relationship

Management

Contact Management

Social Media Integra-

tion

Supply Chain Record-

ing & Management

Project-CRM 2011: Building Products Solution

Project-CRM 2011 Datasheet, October 2012 Page 2 of 1

Project-CRM 2011: Building Products Solution

Get a comprehensive view on your current project pipeline. Track Project opportunities from initial lead right through to completion.

MARKETING

Campaign Manage-

ment & Analysis

Samples & Literature

Management

Event Management

(CPD’s etc..)

Direct Mail/Email

REPORTING

Management

Reporting

Project Pipeline

Sales Pipeline

Ad-hoc Reporting

KPI Dashboards

FITS YOUR PEOPLE

Familiar user interface

Wizard-based tools

Integration with

Microsoft Office

Role–tailored access

Online/offline access

Secure

Dashboards

KPI’s

Project Dashboards

User definable

Customisable

Simple to use & setup

Opportunities & Quotes Keep track of all your quote details and ensure your in-formation is all in one place.

Record Opportunity details

Create quotes & copy quotes

Pipeline forecasting

Record outcomes

Analyse success rates

Monitor competitors

Performance monitoring

Project tracking

Sales pipeline

Team identification

Activity recording & planning

Specification details

Project document management

Projects

Project-CRM 2011 Datasheet, October 2012 Page 3 of 1

Project-CRM 2011: Building Products Solution

Sales & Marketing

Marketing A clearer view of customers and more informed marketing investments Segment customer lists into distinct benefit groups and then market to one or more of the identified segments using a workflow-driven model.

FITS YOUR BUSINESS

Automate business

processes

Point & Click

customisation

Highly configurable

Align IT and business

goals

FITS YOUR IT

Online

Hosted

On Premise

ACCESS

Microsoft Outlook

Internet Browser

Mobile Device

(Blackberry,

Smartphone, iPhone

etc.)

CLOUD DEVELOPMENT

Project-CRM, the Con-

struction Industry solution

for Microsoft Dynamics

CRM 2011, is at the lead-

ing edge of cloud compu-

ting which uses groups of

servers and scalable re-

sources over the Internet.

.

Sales Get more leads and close more business Access a complete view of customer data online or offline, and leverage tools that enable your sales professionals to get real-time access to leads, identify cross-sell and up-sell opportunities, and close more deals, faster.

Lead and opportunity

management

Account and contact

management

Territory/Region

management

Forecasting and sales

analytics

Offline and mobile device

access

Customer segmentation

Campaign planning & execution

Data extraction

Analytics & reporting

Marketing & Sales collaboration

tools

Familiarity. Software that empowers people through natural, productive and insightful

experiences.

Intelligence. Real-time analytics and streamlined business processes that enable

informed decisions and operational efficiencies.

Connectivity. Connections across people, processes, and ecosystems that allow

businesses to maximize the value of relationships and systems.

Project-CRM 2011 Datasheet, October 2012 Page 4 of 1

Project-CRM 2011: Building Products Solution

A familiar experience

Outlook A brand new client completely revamped for CRM 2011. With many familiar features but with lots of new additions that seamlessly blend CRM and Outlook. You can now take advantage of native outlook grids, reading pane, catego-ries, filters, support for multiple organizations, streamlined in-stallation and updates and much more.

KMS CUSTOMERS

Tata Steel Group

Kalzip

Panels & Profiles

Colors

Construction Services

Bi-Steel

Keller Group

Foundations

Geotechnique

Colcrete Eurodrill

Phi

CEP

Cladding

Ceilings

Flowcrete

Warmafloor

Hydrotec(UK)

CGL Systems

Speeddeck

Speedcheck

ROM

Liquid Plastics

Demco

HEWI

Luxonic Lighting

Canadian Joist (Canada)

Castro Roofing (USA)

High Group (USA)

+ many more

Most Recently used items in lookups Now lookups remember the items you frequently select, the next time you type some-thing the system will automatically show you recent items to pick from without having to launch the full lookup dialog.

Rich CRM Email and Appointments In the Outlook Client, you are given contextual CRM information about that email you are tracking! For all the contacts on the email, right from your Reading Pane, you see the related record links in CRM. These links are or-ganized by record type for easy reading, and you can click on these links to open up the CRM forms and if one of the recipients isn’t in CRM? They come up in red fonts showing that they are unresolved. You’re one click away from creating them right from your inbox

Want to know more?

e: sales@kms-software.com

t: 020 7939 0744

www.kms-software.com