October 15, 2024

Introducing Strama Projects: Revolutionizing Customer Relationship Management

We're thrilled to announce our latest feature: Strama Projects! This game-changing addition to our platform is set to revolutionize how you manage customer relationships and deal pipelines. Let's dive into what makes Projects so exciting and how it can transform your sales process.

The Inspiration Behind Projects

The idea for Projects came directly from our customers. You told us that focusing solely on opportunities didn't capture the full scope of customer relationships. We listened, and we've created a solution that provides a truly holistic view of your customer interactions.

Key Features of Strama Projects

Strama Projects Features

Strama Projects give you a panoramic view of your customer relationships, tied to specific objectives. Here's what makes them special:

  • Multi-Opportunity Management: Handle multiple opportunities within a single project.
  • Comprehensive Meeting Insights: Access all meeting details related to a project in one centralized location.
  • Smart Task Aggregation: Automatically compile tasks from all your meetings.
  • Team Collaboration: Easily add team members to projects and manage tasks together.

How It Works

Let's walk through an example to see Strama Projects in action:

  1. Project Overview: Associate your project with a company record from your CRM.
Project Overview
  1. Multiple Opportunities: Manage multiple opportunities within a single project.
Multiple Opportunities
  1. Centralized Meeting View: See all meetings related to these opportunities in one timeline.
Centralized Meeting View
  1. Detailed Meeting Insights: Click on any meeting to see detailed notes and outcomes.
Detailed Meeting Insights
  1. Task Management: View and manage tasks generated from all meetings in one place.
Task Management

Benefits of Strama Projects

  • Holistic Customer View: Get a complete picture of your customer relationship.
  • Improved Collaboration: Foster better communication and alignment among team members.
  • Efficient Task Management: Ensure nothing falls through the cracks with centralized task management.
  • Better Informed Decision Making: Make strategic decisions with a comprehensive view of customer interactions.

Conclusion

We're incredibly excited about the potential of Strama Projects to transform how you manage customer relationships and drive deals forward. The feature is currently live with our beta customers, and we're eager to see how everyone uses it.

We'd love to hear your thoughts! If you're interested in seeing Strama Projects in action or have any feedback, please reach out to kevin@strama.ai or sales@strama.ai.

Stay tuned for more updates as we continue to innovate and improve your sales experience with Strama!