Salesforce-Professional-Services-Automation

Although many companies claim their people are their most important asset, in a Professional Services business, people truly are your most important asset—because they are your ONLY asset.

Keeping on top of project scheduling, resource planning, status reporting, and most important, time entry and billing, is essential to running a successful and profitable Professional Services business.

But if you’re like most Professional Services firms, deploying your own software and keeping up with your servers, operating systems, networks, and endless upgrades are the last things on your list.  Appropriately, clients, projects, marketing and sales come first—nothing else is even a close second.

Most Professional Services Automation (PSA) Applications are overly complicated to deploy, learn and manage. They often fall short on the adaptability and flexibility required to run a Professional Services business.


We approach the Professional Services problem with a new vision of what SHOULD be required to sell services opportunities, track projects, schedule resources, manage time entry and invoice customers. Think of it as a Project Management tool for the rest of us.

Salesforce.com® allows companies to deliver all their business applications in a single environment — one data model, one sharing model and one user interface.  By using this common model, we have developed a Wall 2 Wall (W2W) Services Cloud specifically created for Professional Services Business.

Our tool, which is easily downloaded from salesforce.com’s “AppExchange”, will allow your firm to immediately track sales opportunities by service type and track start, end and proposed duration of the opportunity in the selling cycle. And in just one click, create a complete Project Record for tracking and maintenance.

We have also built a customized, easy-to-use resource Scheduling System that accompanies the project and allows your executives to manage and analyze the current resource workload, as well as potential workload. This tool, along with the accompanying dashboard views, gives you real insight into proposed utilization and resource allocation.

But it can’t be revenue until the time is captured in the system. We think that consultants should be able to bill customers without a lot of administrative work. To that end, we’ve made our Time Entry function as simple as the rest of salesforce.com®.  Just click on a date, the project, the milestone and go!  And since it’s a cloud based system, users can enter time while in the office, with a client or at home—whatever fits their schedule.

Like everything else in salesforce.com®, all of your data is instantly and globally available, and can be organized and displayed to give you a comprehensive, real-time view of your business. Customizable dashboards from salesforce.com® provide instant access to the real-time data and analysis you need to run your business. Only salesforce.com® provides step-by-step wizards you can use to pull critical metrics from all of your projects into one consolidated view. Easy-to-use data visualization tools enable you to identify trends using charts, tables and other graphics.

Finally, the cost of this tool is much less than you think.  For Enterprise Edition Deployments of Less than 25 Users, BlackIron will load and customize the PSA Tool specifically for your business for a flat fee of $9,900.

Our package includes:

  • An On Site 4-6 hour Business Process Review
  • Opportunity Management Configuration (single sales Process)
  • Opportunity Product (Services) Setup
  • Professional Services Automation Application initial Load
  • Contact and Account Management Configuration
  • Activity Management Configuration
  • Project , Milestone and Task refinement (based on BPR Session)
  • 5 Project Template Builds
  • Initial Load of Accounts and Contacts Only
  • 6 Workflow Rule Builds
  • 2 Dashboards
  • A four-hour Salesforce Training Session with your user base – conducted On Site
DOWNLOAD OUR PRINTABLE BROCHURE

BlackIron can help you quickly and affordably begin to discover all the benefits of a salesforce.com® implementation.

To receive a free demonstration of this tool, please contact a BlackIron technology sales representative.

Training Assistance, Implementation Services, and Technical

Solutions for the CRM sector. Thing BIG, Think BlackIron Group