PSA Tools for Salesforce Partners
Estimate & Forecast
Maximize project visibility and streamline planning with our Estimate & Forecast tools tailored for Salesforce Partners.
IMPROVED ESTIMATING
How can a PSA improve your sales & delivery synergy?
Accurate Forecasting with Pipeline Projects
Better visibility on required roles from Placeholder Resources
Build Templates from Successful Projects
Faster Sales Cycle with Projects Templates
Accelerate your sales-to-delivery with one unified system
What are the positive impacts of using Professional Service Automation software?
The benefits of using integrated PSA software are impressive, according to SPI Research’s 2022 Professional Services Maturity™ Benchmark, PSA tools that are native to Salesforce seamlessly improve sales and delivery process, paving the way for significant growth in all aspects of your business.
%
Increase in
Win-to-bid Ratio
%
Professional Services
Revenue Growth
%
Expand New Clients Acquisition
%
Rise Your
Projects Margin
All the features you need to manage your projects like a pro.
STANDARDIZATION
Go from hero culture to project excellence!
In a hero culture, success depends on the heroics of people in the organization. Processes and practices aren’t formalized so quality relies heavily upon individual experience/aptitude. Relying heavily on individual skill sets introduces significant risk to the company’s success. Standardization and measuring performance KPIs are critical to transform your organization into a firm driven by project excellence.
Collaborate better with your teams, and expose key milestones
Speed up proposal creation with pre-made templates
Accurate scoping and estimating for greater accuracy
Leverage past successes for better predictions
Detailed deliverables and key milestones for a more streamlined process
ACCURATE FORECASTING
What is the key to growth?
Generate accurate forecasts!
Project and financial forecasting are essential to plan your professional services firm’s growth. The sales cycle tends to be unpredictable, and a new project can fall on the table at any time. Having complete visibility of your pipeline projects’ roles and skills helps you plan ahead, train, and recruit the right resources to support your customer projects.
Time, resources, forecast more than just your planned revenue
Create projects earlier in the sales process
Transform project estimates into delivery prejects
Gain visibility on future utilization per roles and skills
Access actionable business intelligence based on project data
FASTER SALES CYCLE
Accelerate your sales cycle and increase your Win-To-Bid Ratio.
As mentioned before, the standardization of your offering has a real impact on your ability to generate and forecast upcoming projects. With Klient PSA’s automation tools, you will be able to quickly generate and adapt estimates from previous successful projects and send all the information to your customer within minutes.
Faster project evaluation from historical project data and templates
Better insights to take best-margin projects, customers, and segments
Increase customer lifetime value with upselling opportunities
UNIFIED SYSTEMS
Unify every department under one single source of truth
Centralized BI: Access critical customer data, project documents and essential financial reports from a single business operating system
Improved Project Performance: Enhances performance across all departments by providing easy access to historical project details
Streamlined Collaboration: Facilitates better collaboration as resources throughout the organization can efficiently share and retrieve information
Customer Interaction: Enables better customer interaction by ensuring that all team members are well-prepared with comprehensive project details when following up with customers
Why use a PSA software running on Salesforce?
World’s #1 CRM
Integrated platform, Al, app de-velopment, best-in-class apps
Single Source of Truth
Connect sales, service, marketing, commerce, and IT, personalize experiences
Fast Time to Value
Ease of design and implementation at speed with high ROI
Scalable and Flexible
Solutions for any size company or industry
Community Success
96% of customers say they met or exceeded ROI expectation
See Klient PSA in action.
Discover the best growth secret of top-tier Salesforce Partners. Experience firsthand the capabilities of Klient PSA.
