Sep 24, 2019 | Client Retention, Customer Centric, customer experience, customer success, nurturing customers, Professional Services, Professional Services Survey Tool, PSA, service delivery, team collaboration

Today’s professional services organization (PSO) landscape is changing—employees are harder to recruit and retain, a globalized marketplace increases competition for clients, clients want more for less, and management can no longer afford to be focused on short-term firefighting instead of long-term strategy.
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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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