Service

SELL WHAT YOU CAN DELIVER, DELIVER WHAT YOU SELL

If Services is charged with delivering successfull, profitable projects, then they need to be empowered to be part of the process to scope, plan, and price the deal. when Sales works together with the services team sharing data on the same platform they work in unison and can focus on selling the RIGHT deals. Services wins because they can align the right project resources, work with customers to setu proper expectations and are ready to deliver against a project plan created by subject matter experts. Sales wins because successful projects result in happy, referenceable customers (who sales also like to cross and upsell to).

COMBINE INFLIGHT PROJECTS AND YOUR SALES PIPELINE IN YOUR CAPACITY PLANNING

A single platform for both Sales and Services means that your forecasting and capacity planning can instantly pull data from both inflight projects and potential deals in the sales pipeline.  Now your services organization can perform informed, insightful long term planning of revenue and staffing requirements that is rarely achievable if your sales data lives in one data silo and your inflight project data lives in another.  The time needed to staff up or scale back your services capacity is measured in months and quarters where a single platform will give you that view well into the future which is required to plan effectively.

COMPLETE ON THE GO ACCESS FOR A MODERN SERVICES TEAM

Whether you are running a team of road warriors or delivering projects remotely your services team members are working on their smart phones and tablets - embracing the latest mobile technologies to manage both their professional and personal lives. When your services organization is running on the PSA platform, your team has mobile access to everthing they've been using on their laptop or desktop machine in office. Complete visibility to sales activity, project delivery and billing activity is in hand from a single PSA mobile apps that also provides in your pocket access to day-to-day reports, dashboards, documents, approval process and scoail collaboration with your team and your clients.

ACCOUNTABILITY IS BUILT INTO EVERY ACTION​

When audit time comes around you’ll find that having your transactions, supporting documents, audit trails, approvals and conversations all in one place will shrink audit times, reduce costs and reduce the effort required to support the audit process.  With all your opportunities, quotes, projects, timecards, expense reports and billing activity linked together in the same database your auditors can perform their step-by-step transaction walk-throughs by simply clicking from record to record.  They can also view the entire project lifecycle from end-to-end including all attached explanatory backup and discussions between your team and your customers.  It doesn’t get any simpler or easily audited than that.

MEET YOUR COMPANY POLICY​

As your services organization grows you need to define and manage company policies and monitor compliance across your entire business. The PSA Platform provides a world class enterprise approvals engine, giving you one place to maintain your organization hierarchy, manage point-and-click multi–level approval rules definitions, and capture non–erasable approval history audit trails – all with full email and mobile access for requestors and approvers. Plus your consultants will have only one tool to learn, your project managers will be able to manage their approvals from a single list and your auditors will have just one place to review policy documentation and to test compliance.

 

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