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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Jun 12, 2019 | Client Retention, customer success, Professional Services, Professional Services Automation, professional services metrics, profit margin, project management, project overrun, resource management, service delivery

The most mature professional services organizations and the ones who consistently deliver successful projects and foster long-term customer relationships, are those that offer high levels of organizational visibility across departments, have optimized business processes and integrated systems, focus on profit improvements, and have moved away from a one-time project focus to an increased emphasis on delivering great customer experiences for life.
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May 16, 2019 | Professional Services, Professional Services Automation, resource management, service delivery, services

In the service-based business world, there are countless software solutions that can greatly improve your organization’s ability to get work done for clients.
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