Professional services teams must be super-quick to create and respond with meticulous and competitive customer proposals, and then back it up with amazing swiftness to plan and flawlessly execute customer projects. Professional services automation is the key to build great customer success stories – consistently.
Watch how a top-class professional services automation (PSA) software could drive momentum to optimize business value.
Guardrail project profitability by tracking planned vs. actual costs.
Gain visibility into revenue at risk and avoid revenue leakage.
Automate billing and manage project cashflows.
Optimize resource utilization by balancing business demand and resource availability.
Empower your teams to work smarter with Professional Services Automation (PSA) Software
Templatize business processes based on project-specific needs
Integrate engineering and financials into planning
Optimize resource utilization
Guardrail profits by controlling costs & avoiding revenue leakages
Eliminate offline documents via digitization!
Seamlessly collaborate internally and with customers
Holistically streamline and organize your professional services business processes to deliver consistent business excellence.
Create rigorous proposals faster. Automate via Proposal Builder.
Comprehensively plan and monitor project delivery through configurable templates.
Balance business demand with resource availability to optimize resources.
Meticulously develop estimates & budgets, control costs, profitability and cashflow.
Accurately track resource efforts to ensure zero revenue leakage.
Completely digitize project documentation and drive data integrity.
Foster seamless stakeholder collaboration with project social platform to facilitate swift decision making.
Proactively manage business via configurable alerts and notifications and drive predictability.
Facilitate mobile access to facilitate instant and zero missed project updates.
Foster single version of professional services truth.
