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.
A Professional Services Automation (PSA) software with functionality that fosters team collaboration can make it easier for Services organizations to support open communication with internal and external stakeholders throughout the entire lifecycle of a project.
Communication Among The Services Team Members
Services teams need to communicate and collaborate amongst themselves in order to manage projects efficiently and effectively.
PSA software offers features that make it simple for Services teams to create visibility within their department and increase communication. Some of these features include project management, resource planning, and time and expense management. A sophisticated Gantt chart with functionality including full inline editing, rapid task creation, drag-drop of task sequence, quick predecessor creation by wbs or task name, task scheduling directly from the Gantt, configurable columns display, split-pane, and much more deliver an exceptional experience for managing projects and ensuring teams are on the same page when it comes to project deadlines.
In addition, choosing a PSA solution that integrates with the tools that organizations are already using to communicate can drastically improve team collaboration. Integration with Slack for example, is becoming increasingly important for organizations selecting a PSA software, because it allows teams to manage projects and services directly from within Slack. A PSA like Klient Software, for instance, allows users to view projects and tasks, drill into project and task details including project profitability and financials, create new project and tasks, as well as enter time worked against projects and tasks directly from within Slack.
Communication Across Departments
The most successful services organizations also work hard to improve communication across various departments within the business. Repeatable project delivery success relies on close collaboration between the sales team, the project delivery organization, the finance function and the client. PSA provides a single, trusted platform to manage deal scoping, deliver projects and track financials that improves outcomes for all parties and builds stronger customer relationships.
A PSA built on Salesforce, for example, can boost communication and transparency between your Sales and Services teams. This can drastically improve project scoping and estimating. And, by integrating with various accounting and ERP applications, a PSA software can succeed in aligning the accounting department with sales and services as well.
Communication With The Client
Perhaps most importantly, communication with the client is imperative to driving repeat business and creating long-term customer relationships.
PSA software enables better client collaboration throughout the life of an engagement, significantly improving the likelihood of the project being delivered in line with customer expectations. PSA formalizes the process of engaging the services team in the sales cycle, which promotes confidence on both sides that the project will be delivered as sold. During the delivery of the project, customer communication can take place in real-time, quickly resolving issues as they arise.
Krow Software, recently announced survey functionality for their PSA solution which goes a step further in fostering collaboration between the project team and the client. With Krow PSA, you can now create and deliver project and customer surveys including NPS, CSAT, or free-form surveys to analyze client feedback and sentiment, learn from project engagements, and help build long-term customer advocacy to increase retention and expanding selling.
Why A Customer-Centric PSA Is Best For Team Collaboration
A Customer-Centric PSA is designed with customers at the core, providing a way for project teams to work with each other, and hand-in-hand with customers from sales through service delivery.
Klient PSA offers a modern and seamless customer experience, fully transparent communication between the project team and client to ensure alignment of expectations with real-time two-way communication, integrated customer feedback through survey tools and project health check statuses, and real-time integration with back-office systems for more successful project implementation and greater customer success.