Customer relationship management tools (CRM) enable organizations to plan and predict their sales opportunities. While a CRM is great for managing pipeline, they lack the ability to show the impact of winning a new deal on their resources. Tempus Resource gives business leaders the ability to forecast project demands on their people. Tempus Resource integrates with all traditional project, Agile, GRC, CRM, and task management tools. Whether it’s through our open REST API or through a native integration, organizations using Tempus Resource have a full picture into the enterprise’s projects – regardless of who is using what tool. Organizations can bring in projects from multiple sources to make sure their resource plan is accurate, complete, and relevant to the entire organization.

Benefits of Integrating Tempus Resource with a CRM Tool for Pipeline-Driven Resource Planning

Tempus Resource can connect to any sales platform where export is available. Common CRM integrations with Tempus Resource include SalesForce, Microsoft Dynamics 365, HubSpot, Monday.com, and SharePoint. Integrating Tempus Resource with a sales tool allows organizations to seamlessly align their resource management efforts with their sales pipeline. CRM platforms excel at tracking opportunities, forecasting sales, and managing customer relationships, while Tempus Resource specializes in capacity planning, resource forecasting, and scenario modeling. By integrating these platforms, organizations can proactively plan for potential projects in the pipeline, ensuring they have the resources needed to deliver on new business opportunities when they hit.

Here’s how integrating your CRM software with Tempus Resource will benefit you:

1. Proactive Resource Planning for Sales Opportunities

• • Import sales opportunities from your CRM into Tempus Resource to create forecasts of the roles, skills, and types of resources needed.
  • Use Tempus Resource to simulate the resource requirements for high-probability deals, allowing teams to plan ahead and avoid last-minute resource shortages when deals close.

2. What-If Scenario Analysis for Pipeline Projects

• • Use Tempus Resource’s scenario planning and What-If models to evaluate how pipeline opportunities might impact existing projects and resource availability.
  • Simulate various outcomes—such as closing multiple deals simultaneously—and assess the feasibility of delivering on those projects without overloading your workforce.

3. Prioritize Resources for High-Probability Deals

• • Leverage your sales opportunity probability data to prioritize resource planning for deals most likely to close.
  • Focus resource readiness efforts on opportunities with the greatest revenue potential or strategic importance.

4. Align Sales and Resource Teams

• • Bridge the gap between sales and resource management by providing both teams with a unified view of pipeline projects and resource capacity.
  • Ensure resource planners have visibility into the sales pipeline, while sales teams gain insight into resource constraints that may impact project timelines.

5. Capacity Visibility Across the Sales Pipeline

• • Use Tempus Resource to visualize the cumulative impact of all pipeline opportunities on resource capacity.
  • Identify where existing capacity may fall short and adjust hiring, training, or contractor engagement plans accordingly.

6. Faster Ramp-Up for New Projects

• • By planning resources in advance for potential deals, teams can ramp up quickly once an opportunity is won.
  • Minimize delays in project start dates by ensuring resources are already allocated and ready to deploy.

7. Optimize Resource Allocation Across Current and Pipeline Projects

• • Balance resource needs between ongoing projects and potential pipeline opportunities.
  • Avoid over-committing resources to existing projects by reserving capacity for high-probability deals in the pipeline.

8. Accurate Forecasting for Hiring and Training

• • Use Tempus Resource to analyze the workforce needs of projected sales growth from your pipeline forecasts.
  • Plan for future hiring or upskilling based on the skills and capacity needed to support potential new projects.

9. Improve Sales Confidence and Customer Trust

• • Equip sales teams with accurate data on resource availability, giving them confidence to set realistic project timelines during negotiations.
  • Demonstrate to customers that your organization is prepared to deliver, strengthening trust and credibility during the sales process.

10. Data-Driven Workforce Planning for Strategic Growth

• • Combine your sales forecasting with Tempus Resource’s capacity planning to make strategic decisions about which opportunities to pursue.
  • Assess whether your current resource pool can support business growth or if strategic investments in hiring or training resources are required.

Implementation Strategy:

1. Set Up Integration: Configure an integration between your CRM and Tempus Resource to sync pipeline data (e.g., opportunity value, probability, and close dates).
2. Define Resource Planning Criteria: Determine which pipeline opportunities should trigger resource planning efforts (e.g., deals above a certain probability or value threshold).
3. Train Teams: Provide training for sales, resource management, and project teams to use integrated data effectively for planning and decision-making.
4. Monitor and Refine: Regularly review pipeline forecasts and resource plans to ensure alignment and make adjustments as deals progress.

Integrating Tempus Resource with your CRM tool enables organizations to proactively plan for projects in their sales pipeline, aligning resource readiness with business growth opportunities. This integration helps organizations optimize resource allocation, reduce lead times for project ramp-up, and ensure they can deliver on new deals without overloading their teams. By combining sales forecasting with advanced resource management, organizations can drive better outcomes for both their customers and their bottom line.

Read more about how effective resource management can help your organization achieve its goals and what to look for in a resource management solution with our Buyers’ Guide for Resource Management. To learn more about how Tempus Resource can help with your resource management needs, see Tempus Resource in action with one of our use case-specific demos. If you would like a customized demo for your organization, you can reach out to us.