Sales Collaboration

Sales and Services synergy

Work as one team - not in silos

Does your company use different systems for sales and services? This divide can disrupt your processes, cause internal friction and fragment information about your customers, projects and resources.

With FinancialForce PSA, sales and service teams work in the same system, using the same information in a collaborative working environment.  Processes flow naturally from one discipline to another, yet both teams have complete visibility to the whole project life cycle,  from opportunity stages through project completion and billing.  This approach delivers timely intelligence to your sales team about projects, customer status and resources, allowing them to make more accurate sales proposals and resource commitments. For your services team, they now have a complete and detailed view of the sales pipeline,  permitting them to accurately plan and more effectively manage resources. In a single system environment, everyone is on the same page working as a team, not in silos.

Project visibility - a dual lens for Sales and Services

At many organizations, particularly those with siloed systems, sales people lose visibility about a project’s status once it has started. This is essential information, particularly when repeat and add-on business is so critical to services based businesses.  To that end, sales people will pester project managers (if they know who they are) with a barrage of emails, texts and phone calls to find out how a project is doing.

Because the technology walls between sales and services are eliminated with FinancialForce PSA, sales gets visibility into projects like never before. Users can view reports and dashboards on all projects in their region or practice. They can get alerts when a project turns red or the project budget is running low. Projects, project owners and new opportunities are all linked to the same account allowing sales and services to see who is involved with the account at all times.

FinancialForce Professional Services Automation allows for easy collaboration between teams by increasing the visibility around customer activities, highlighting potential issues before they become critical and even identifying change request opportunities immediately as they arise . 

Highlights

• One system of record end-to-end on Force.comin Salesforce
• No more siloed data
• Sales visibility into customer projects
• Service visibility into opportunities
• Project templates
• Rate cards
• Change request management