The WinMan Project Management feature is versatile and can be used for a range of activities such as tracking complex bids, pursuing opportunities and generating leads.
CRM projects can be created as a convenient place for sales staff and account managers to log tasks and activities, key personnel, proposals and quotes. Quotes can be tracked using the version control functionality, and the values and probability factors logged against projects will translate into sales pipeline and conversion reporting.
Activities and tasks can be allocated to a specific team member or department. Each user can manage their daily tasks by using the CRM summary as it lists all of the activities, tasks and projects they are involved in. Specific times can be booked out for task completion.
For complex projects, managers can create sub-projects and milestones providing support for work breakdown structure management (WBS) for costing and billing purposes. Original estimated data can help drive demand and resource planning as well as providing expected and actual performance against the estimate.
WinMan project management will integrate fully allowing a smooth dataflow between all other areas of the WinMan system including resource management, supply chain, production management, MRP, CRM and finance.
For more than ten years, the highly functional and versatile WinMan ERP system has provided the cornerstone for our successful growth, and we are particularly proud to have grown to become no.1 in the UK marketplace by supplying our acclaimed steel access covers and grilles which are 100% British made. WinMan is as important to us as ever, now that we are aiming our innovative products not only at the home market but also at foreign countries planning serious investment in new infrastructure.
Fabweld Steel Products
The success is daily with knowing that the information is one-hundred percent correct
Our WinMan ERP system allows me to directly and quickly access the management information I need to run the business – real-time reporting of key performance indicators such as operating efficiencies and deliveries. Vitally, more consistent pricing gives a truer margin on the work we perform. Meanwhile the system has supported our company’s strategy of investment for growth and its ability to meet delivery promises, hence strengthening its reputation in the marketplace as a reliable and trustworthy supplier. An accurate delivery date to the nearest day can now be assigned by our sales administration staff within half-an-hour of an order being placed. We proudly meet over 99% of those dates.
As a director of the business it was important to me that the system we implemented not only met our functional requirements, but also came from a supplier that was prepared to take on single source responsibility. Of all of the companies we evaluated, WinMan were the only one that ticked all the boxes.
The underlying advantage of WinMan for John Sankey was its flexibility and the ease with which it could be tailored to suit the company’s specific needs.
Our objective was to streamline data processing and substantially reduce keystrokes – a 50% reduction was the minimum target – and a lot of that keystroking was to do with assignment. The more non-value-adding activity we can take out the better.
Thomas Broadbent and Sons
WinMan will give executive management a much easier way to get into the granular data. Give them truer, more accurate information on a timely basis so they can make better decisions.
Crimson Renewable Energy
The ERP software enables us to communicate with all departments from the back office. It covers all aspects of CRM, distribution and stock control, financials and manufacturing;and we are able to access detailed analysis of all aspects of the business.
If you would like to know more about the integrated project feature, complete the form below and we will be in touch,
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