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Services Automation
1 of 2 introductions
Hi! I'm Estefania. I'm your tour guide today.
Here’s a glimpse at the features you are about to see and what they can do for your business.
- Sales & Services Collaboration
- Resource Management
- Project Management
- Project Financials
- Time & Expense Management
- Forecasting, Reporting & Analytics
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Welcome
Enjoy the tour. And you can also chat with a PSA specialist about your specific needs.
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Sales and services collaboration
When your PSA and CRM are connected, sales and services work as one team not two departments.
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Accurately scope deals
Partner with sales to create accurate quotes, manage customer expectations before a deal is signed.
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Perfect the handoff
Share critical customer and opportunity details without duplication. Set and deliver on client expectations.
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Opportunity to project
It takes just one click. Seamlessly kick off projects straight from the opportunity in the CRM.
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Resource Management
Get the insight and visibility you need to help forecast, plan, manage your resources more effectively. Increase utilization without overworking staff.
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Forecast resource needs
View projects in the pipeline, assess necessary skills, and deliver the right team.
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Resource planner
See and understand all aspects of your resources — project time, PTO, non-billable time — to optimize staffing.
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Intelligent staffing
Get a unified view into supply and demand in Resource Planners. Conduct "what if" analysis and make swift staffing decisions.
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Easily edit schedules
See who is working where and when and edit schedules by the day, week or month with a click.
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Smart capacity planning
Get comprehensive view of backlog and forward-looking views of the sales pipeline. Address gaps between supply and demand before they occur.
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Recruiting prompts
Know when to recruit, hire, train, the right skilled people for future jobs based on accurate data.
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Project Management
A single view of every project you're managing to keep them on task, budgets in line, and all stakeholders informed.
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Project View
Keep all of your projects on time and budget with a comprehensive view of every KPI you need to keep your project on track.
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Data visualizations
Interactive Gantt allows you to visualize project plans, dependencies, and timelines.
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Project financials
Get powerful forecasting and analytics tools to give more control and predictability over everything involved in the ever changing services economy.
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From bid to bill
Track all the financial components of a project … your budgets, your estimates, your costs, your bookings, your billing, and everything in between.
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Financial health tracker
With comprehensive financial views, you know exactly when to take action and where to make adjustments.
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Revenue forecasting
Manage revenue forecasting for both T&M and fixed fee projects - from pipeline through project delivery.
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Project budgeting
Create one or more budgets for each project. Track actual time & expense.
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Multi-currency support
Manage projects and KPIs in any currency.
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Project billing
Billing is fast & agile, unifying all your models, and feeding right into your ERP.
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Time & expense management
Highly configurable and easy-to-use. Time and expense entry rates speed up, administrative time goes down.
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Personalize time entry
Personalized for each user and easy to enter. Copy from schedules or previous weeks. Modify planned time from the same screen.
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Easy expense entry
Capture from your mobile, attach to a project, and hit send.
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Speedy approvals
Powerful workflow and approval functionality from popular tools like Slack, makes approvals a snap and ensures no entry goes unnoticed.
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Empower your road warriors
Give your team the tools they need to stay efficient and connected - no matter where they are.
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Powerful analytics
Easily surface and manage KPIs. See everything across project and services delivery and plan with confidence.
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Smart capacity planning
Get comprehensive view of backlog and forward-looking views of the sales pipeline. Address gaps between supply and demand before they occur.
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Backlog visibility
Build staffing models geared to drive higher margins, quicker delivery, and customer satisfaction.
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Billings forecasting
View your forecast at any point and always get the most up-to-date actuals and assignments.
next steps
Thanks for your time today
We've reached the end of our tour. You've just seen how our cloud-based PSA application allows you to manage your people, projects, customers, and financials - all in one integrated service management solution. Ready to get started?