Professional Service Automation (“PSA”) / Project Management is a commonly requested “extension” to salesforce.com’s Sales and Service Cloud solutions. It goes without saying that once a service is sold, it needs to be delivered. If you’re in the business of delivering Professional Services or manage projects, then you’ll benefit from managing PSA/Projects on the same platform that you manage client accounts, contacts, and opportunities; the salesforce.com Platform.
A core feature in Touchdown PSA is the ability to convert Opportunities into Projects. What’s more important than the efficiency that comes with quickly and easily launching projects, is the need for newly created projects to be accurate. With Touchdown installed and properly configured, your Opportunity details (including product configurations) will migrate to the newly created Project as Phases and Project Tasks. Touchdown PSA is launching soon and will also include Salesforce CPQ to Project functionality. Additional features include:
The implementation process for Touchdown PSA starts with training you on the system and its functions, moving on to discovering all the important features that you need implemented. Critical to this implementation process is the developing of custom Project Management and Professional Service Automation practices that are specific to the needs of your business.
The implementation process for Touchdown PSA starts with training you on the system and its functions, moving on to discovering all the important features that you need implemented. Critical to this implementation process is the developing of custom Project Management and Professional Service Automation practices that are specific to the needs of your business.
$495/org/month
Unlimited Projects
Contact us if you think you’re ready to continue down the path to Project Management and Professional Service Automation. After initial consultation and demonstration, we will be able to help you uncover some areas of value and evaluate Touchdown PSA’s fit for your business. In addition, we offer webinars and recorded demonstrations if you’d like to learn more before conducting a more thorough evaluation.