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.
Research has shown that the highest performing services organizations excel in their use of integrated technology solutions. While many professional services organizations utilize financial management, CRM, and PSA solutions to efficiently plan, sell, and execute services, those that perform the best drive even better results through the integration of these core applications.
Information should be integrated so that it can be seamlessly passed from one application to another (for example, from CRM to PSA to ERP). This allows organizations to have a single source of the truth, with information constantly updated to provide an accurate view across functions and processes. Financial executives can ensure revenues and costs are aligned while service delivery can focus on productivity and quality.
By integrating CRM, PSA, and ERP, you allow your Sales team to see what resources are available and the status of projects to provide more accurate information to clients. Service delivery teams can see the schedule of upcoming projects and details of the client relationship to be proactive with communication, change orders and resource scheduling. And Finance gets an accurate picture of revenue and costs to ensure they are kept in balance so cash flow is improved and business plans and forecasts are accurate.
How Klient PSA Makes Integration Simpler
Built 100% native on the Salesforce platform, Klient is a Salesforce PSA software that delivers and supports real-time connections with the applications that drive services businesses, ensuring a customer-centric solution and the best professional services experiences for clients.
With direct integration into accounting software and ERPs like QuickBooks, Xero, and Sage Intacct, every minute of billable time is accounted for. Invoices can be automatically generated and managed, and clients billed directly.
Integration with other commonly-used business solutions like Salesforce, HubSpot, Slack, etc., will set every team in a services business up for success, as each will benefit from increased visibility and streamlined management of operations that contribute to faster ticket closing, higher customer satisfaction and dramatic jumps in productivity.
Visit the Klient PSA Integrations page to learn more about every integration.
