What if there was a platform that helped you do it all? A tool that connects your project management with your customer relationship management. A tool that streamlines your sales processes, plans and manages your resources and gets deep project insights for better forecasting and predictability. Plus, a tool that did all this natively within Salesforce so your project, sales, marketing and finance team could all be working as one.

Such tools do exist, we unpack how they work, how they integrate with Salesforce, and provide some examples and use cases.

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.

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-functional 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 to see 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 be 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 a Salesforce native PSA Software, will also 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 one place, 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.

Salesforce Native Tools

There are a plethora of off-platform/off-Salesforce options out there, and while some are very handy tools, because they don’t natively plug into Salesforce you can run the risk of data integrity, data responsiveness and keeping connectivity and updates between two separate systems. Mission Control is one of the few PSA and Project Management platforms that are built on the Salesforce platform. Not only does this mean that the UI and UX is very similar, you get all the great benefits of the connectivity meaning you can connect your CRM, finance systems, sales opportunities and much more in a single interface.

Salesforce Project Management

If your business uses Salesforce for customer relationship management, Mission Control can help streamline your Professional Services Automation and bring the whole project lifecycle and team together, under one project management “roof.”

Request a demo to see how Mission Control can help centralize your project management function.