Sep 16, 2019 | Integrating ERP and PSA, invoicing, Professional Services, Professional Services Automation, project management, project management software, PSA, PSA Integrations, revenue leakage, Revenue Recognition

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.
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Aug 21, 2019 | CRM integration, customer experience, customer success, Integrating ERP and PSA, Professional Services Automation, psa on salesforce, resource management, Salesforce, Services Businesses, Task Management, team collaboration

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.
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Jul 23, 2019 | Client Retention, Customer Centric, customer experience, customer success, Integrating ERP and PSA, Professional Services, professional services metrics, Professional Services Survey Tool, project management, resource management, Salesforce PSA, service delivery, Task Management

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.
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Apr 15, 2019 | ERP and PSA, Integrating ERP and PSA, Professional Services Automation, PSA Integrations, Salesforce

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.
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