PROFESSIONAL SERVICES AUTOMATION
100% NATIVE TO SALESFORCE
Provide reusable project management processes for non-profit
organizations and other professional service enterprises.
PSA Helps You Achieve
30%
Average project overrun
20%
Number of Unbillable Resources
26%
Professional Services Revenue Growth
17%
Rise Your Projects Margin
15%
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 Customers demanding a better view of the work (lack of visibility) on progress Lack of visibility of resource availability 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 sescriptions to timesheet entries. Define custom approval processes for timesheets. Submit expenses for project work and add receipts. Share ducuments 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 students' files.