In this article we look at Using Professional Services Automation in Salesforce. What if there was a platform that helped you do it all? A tool that connects your project management with one of the world’s leading customer relationship management tools – Salesforce.
What if this tool helped streamline your sales process, helped plan and manage your resources and gave deep project insights for better forecasting and predictability, while improving productivity and enhancing overall profitability for the organization…?
Well there is such a tool….Mission Control.
Integrating your CRM within a Professional Services Automation tool—Mission Control helps you achieve all of the above and more.
What is Salesforce?
Salesforce is a leading cloud-based customer relationship management software solution that helps organizations streamline their sales, service, and marketing operations.
If you are a professional services organization, you may already be using Salesforce within your business. Mission Control is a renowned professional services automation tool built on the Salesforce platform to help you further streamline your business and get the most out of your projects.
Why integrate your CRM with a PSA solution?
A PSA tool is a pretty powerful solution on its own. By integrating it with a CRM platform like Salesforce, you take your capabilities to the next level.
Here’s a look at why an integrated CRM-PSA tool can be so powerful.
Go from sales to service seamlessly
Help your sales and service teams work together better with a Salesforce-powered PSA solution. With all the data integrated into one platform, both teams will have unrestricted visibility over leads, the sales pipeline, status updates, customer information, resource forecasts, and everything else in between.
Your PSA tool can give both teams a better view of the bigger picture—leading to better insights for the teams, and a better, more unified customer experience as well.
Improve data visibility
When you integrate the date from your CRM with your professional services automation software, you build yourself a powerhouse.
All your sales, service, marketing, and operations data feed into one central hub, making it easy for all project stakeholders to easily view and access the information they need.
This level of data visibility can help individual teams analyze their own performance and learn from it. It can also help organizations analyze their own overall performance, learn from it, and improve decisions and results for future projects.
Encourage cross-team collaboration
In addition to sales and services, an integrated CRM<>PSA tool truly encourages cross-team collaboration right across the organization.
With better visibility of the project tasks, budgets, resource availability and more, it’s easier what is happening with a project right across the organization. Team members are able to work together easily and request tasks from each other while keeping the whole process streamlined.
PSA tools also make it easier to provide updates and communicate with all project stakeholders right from within the tool.
Get better at forecasting
Data visibility with Salesforce professional services automation software also helps organizations learn from their projects and get better at forecasting project outcomes each time.
Revenue forecasting is a critical aspect of projects for professional services firms. PSA tools streamline this forecasting process, making sure the entire organization can benefit from and make decisions based on these forecasts. This also helps organizations better monitor profitability as a whole.
Your PSA solution provides you with information that can very useful for growing and scaling your business further. By monitoring your project information closely, you not only get better at resource forecasting but it also opens your eyes up to potential opportunities on the horizon.
Enhance team productivity
Streamlining your project management and processes using Mission Control Salesforce PSA Software, will increase productivity, resource utilization and in doing so, save you valuable business & staff time.
The use of a PSA solution also helps to standardize operations across the board, ensuring projects are launched and executed with much more efficiency. Many processes (such as reporting) are also automated when using PSA software, further saving time and resources that would previously have been spent on manually carrying out those tasks.
Develop a single source of truth
An integrated Salesforce PSA tool can become your single source of truth for all project-related information.
With all your customer and project data in place and in one place only, you now have a trusted source of information. This can help you streamline your operations, make better, faster decisions and ultimately deliver a better experience to your customers.
When your projects stay on track, deliver as expected, and don’t have budget blowouts, you can automatically consider it a success—for your organization as well as your customers.
Mission Control is a native Salesforce PSA solution. If your business uses Salesforce for customer relationship management, Mission Control can help streamline your project management and bring the whole project lifecycle and team together, under one project management “roof.”
