On the surface, invoicing for professional services organizations seems like a simple concept. For services organizations just starting out, oftentimes it’s as easy as downloading an Excel invoicing template for consulting services, punching in your hours and rate, rendering a services invoice, and sending it to the client.
Services organizations depend on team collaboration for success. Between connecting the Services team members themselves, to cross-departmental collaboration with other teams in the organization (Sales, Support, Accounting, etc.), to ongoing communication with the client, there is no shortage of people that need visibility into a project and its status.
Every business wants to grow quickly, but not all are equipped to support fast-paced growth while still operating successfully.
For services businesses, growing quickly is a great sign because it means the service you’re providing your clients is resonating with them, solving their problems, and they’re likely telling others they know that you can solve their problems as well.
To take full advantage of the features and functionality offered by a Professional Services Automation (PSA) solution, it is highly recommended to integrate it with the other applications your project teams and business are using.
While a robust PSA platform on its own can bring much needed efficiency, integrations with other business tools your organization is already using can help visualize and manage all aspects of your company’s projects.