• ❭ Actively manage Compliance
    ❭ Get more Visibility into your Project

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proRM For Project Management

Your full business cycle is under control with Microsoft Dynamics CRM and proRM Business Solutions

The combination of Microsoft Dynamics CRM and proRM Business Solutions for Sales, Resource and Project Management is the best software solution for consultancy and service enterprises.

The complete solution covers all the processes revolved around your customers and creates a complete operating system. It increases your project management efficiency in the daily consultancy and service arena through targeted resource planning, and reduced project associated risks. You can have a complete overview of status, costs, and results for all projects in real-time, thanks to the intuitive and project-based tracking of time and expenses.

Microsoft Dynamics CRM and proRM Business Solutions

proRM makes Project Management easy and your customers happier

Thanks to Microsoft Dynamics CRM, your customers are already satisfied with your work. Now it is time to optimize your project management by using the modular applications of proRM that integrate perfectly with MS Dynamics CRM. Work only with the application that you really need, by combining any proRM App

proRM For Project Management


With proRM everyone has a lot to smile about!

  • Customers

    ✔ you provide consulting that is more targeted and more efficient
    ✔ their project and service queries can be processed faster
    ✔ they are able to follow the project status at any time
    ✔ they are kept informed through clear analysis
    ✔ the best team-member for the job is working for them
  • Consultants

    ✔ their time logging is extremely fast and simple
    ✔ they can record performance on the go thanks to Apps and Web-Clients
    ✔ they can directly record travel and food expenses
    ✔ they no longer need to switch between programs
    ✔ they know exactly how long they require for specific tasks
    ✔ they already know the structure and functions from their Office programs
    ✔ with the help function and the proRM-Wiki they are never alone
  • Project Managers

    ✔ they have a constant view of the progression of all projects
    ✔ they are able to react quickly to unexpected increases in project duration
    ✔ their sales data, customer data, and project data are all fully synchronized
    ✔ they can generate higher precision calculations and forecasts
    ✔ they can immediately identify the best qualified potential team member
    ✔ they can monitor milestones and make adjustments simply and effectively
    ✔ they can view and evaluate everything in real-time
  • Sales Team

    ✔ their customer data and project data are harmonized with one another
    ✔ they can get an overview of all leads at any time
    ✔ they can immediately identify opportunities for up and cross-selling
    ✔ they record appointments, notes, and working times in a single software
    ✔ they gain the ability to quickly and simply generate quotes and orders
    ✔ they are always aware of project status
  • Management

    ✔ they can run their company with a single software suite
    ✔ they are able to select the software modules that they require
    ✔ their IT is streamlined with Microsoft Dynamics CRM Online
    ✔ their team works much more efficiently
    ✔ they get more comprehensive company forecasting and cash flow planning
    ✔ the delivered performance can be billed more accurately
    ✔ they receive optimal advice from proMX – increasing the potential of success

Microsoft Dynamics AX: Features, Benefits & Deployment Models

  • Features
    SAGlobal and Microsoft Dynamics AX helps businesses:
    • Connect financial, client, project, and resource related processes to eliminate redundant effort, improve accuracy, and increase productivity.
    • Maximize profitability by building accurate project estimates, maintaining tight controls around your projects, and optimizing resource utilization levels across your business.
    • Make informed, real-time business decisions by gaining insight into critical financial, client and project related information.
    • Quickly adopt pre-defined best business practices to drive efficiency levels and standardize key processes across your business.
    • Enhance collaboration and knowledge sharing across your business to improve communications and optimize the use of your intellectual capital.
    • Simplify your IT infrastructure by deploying your systems in the Microsoft cloud, or by leveraging familiar, industry-standard Microsoft technologies in your on-premise data center.

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  • Microsoft Dynamics enterprise resource planning (ERP) software gives your people the tools they need to connect and manage your entire project-based business, from project planning and project resourcing and from billing to operations, with the insight you need to make smart decisions. Start with what you need now and easily adapt as your needs change, in the cloud or on your servers—the choice is yours. Microsoft Dynamics AX can provide business value to your organization to help you to:
    • Improve productivity: Familiar tools, easy to use, and access to jobs and information on Custom Profile allows people to work quickly and make smart and proactive decisions.
    • Manage change and growth: Adjust the business systems and adapt processes easily with a single ERP solution that can support your strategic initiatives and help manage the change in the market, for example, in new product launches, mergers and acquisitions.
    • Compete globally: Perform the complexities of managing a global organization with a centralized ERP solution that helps standardize processes and gain visibility in your organization while keeping updated with changes in local regulations.
    • Simplify compliance: Stay up to date on legal compliance and reduce risk and liability associated with the administration and business initiatives for clients. Get more information on how to simplify compliance with Microsoft Dynamics AX.

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  • Deployment Models
    The new Microsoft Dynamics AX offers unmatched flexibility to deploy the system in your on-premise data center, in the cloud, or in a hybrid model, all with a single unified code base.
    • Dynamics AX In the Cloud
    • Dynamics AX On-Premise
    • Dynamics LifeCycle Services and the Intelligent Cloud

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Upgrade to Microsoft Dynamics 365

Upgrade to Dynamics 365 and enjoy the benefits of ERP+CRM at one price and the industry specific solution from SAGlobal.

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