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.
(more…)
Aug 6, 2019 | Client Retention, CRM, Pipedrive, professional services metrics, psa on salesforce
By integrating your professional services data with Pipedrive, you can connect company and deal information to your projects, helping you drive repeat business and build stronger relationships.
(more…)
Jul 24, 2019 | infographic, Professional Services, Professional Services Automation, professional services infographic, psa on salesforce, Salesforce, salesforce infographic, Salesforce PSA
A Professional Services Automation solution is an investment, and organizations should make sure they choose the PSA solution that makes the most sense for their business.
(more…)
