PROFESSIONAL SERVICES AUTOMATION
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100% NATIVE TO SALESFORCE
Provide reusable project management processes for non-profit organizations and other professional service enterprises.
PSA Helps You Achieve
30%
Project overrun reduced
20%
Unbillable resources diminished
26%
Professional Services revenue Increased
17%
Rise in project margin
15%
Boost in projects delivered on time
CHALLENGES FACED WHEN PROVIDING PROFESSIONAL SERVICES
Managing multiple projects, tasks and workload simultaneously
Keeping projects on track and hitting key milestones on time
Delivering faster time-to-value
Confusing to manage project progress
Controlling budgets & costs
Control of budgets and costs to stay within budget and maintain margins
Project Management
Get everyone on the same page about what's happening and your timelines.
Establish a repeatable methodology to deliver quality projects.
Breakdown and assign project tasks to teams. Receive notifications when tasks are ready based on predecessor completion.
Get a complete view of your customer projects with Gantt.
Build Project Estimates to improve your margins.
Avoid overruns by monitoring your project metrics closely.
Resource Management
Increase visibility on your upcoming projects.
Find the right person with relevant product knowledge, experience or location.
See where your people are over or under-utilized. Plan ahead to avoid staff burnout.
Plan your hiring process based on tangible metrics.
Unify Every Department in your Professional Services Business.
Delivery & Execution
Unlock your team’s potential to maximize productivity.
Track time spent on project, milestones, and tasks.
Add comments and descriptions to timesheet entries.
Define custom approval processes for timesheets.
Submit expenses for project work and add receipts.
Share documents with your team.
Keep your accounting on track with absolutely zero effort!
Estimate & Forecast & Accounting
Increase visibility on your upcoming projects.
Improve your project estimates and forecasts.
Generate accurate forecast to achieve sustainable growth.
Real-time tracking of budget, cost and margin.
Cloud-based software stores all teams' files.