Services Handoff

Be proactive - start projects the right way with PSA

The hand-off from sales to services is a crucial step to the overall success of your projects. Your sales team has made substantial investments in cultivating relationships. If the hand-off from sales to services is not done correctly, projects can get off on the wrong foot, requiring an additional investment in time to rebuild relationships and to get the project back on track. 

With FinancialForce PSA, the services team can be proactive rather than reactive. They can view the sales pipeline for their region or practice and anticipate the next step, scheduling kick off meetings and start the staffing process. Likewise, the sales team can proactively create resource requests outlining resource needs before engaging the services team. This aids in knowledge transfer and gives the services team a heads-up on staffing demands, even going so far as to soft book resources. FinancialForce PSA aligns the sales and services team, increasing collaboration and communication to ensure great project starts.

FinancialForce Professional Services Automation picks up where Sales Force Automation leaves off

“Over the wall” Statements of Work (SoW’s) are a thing of the past with FinancialForce PSA. Services teams have visibility to sales opportunities early on and get notifications when an opportunity is approaching the close stage, allowing them to provide value upfront rather than picking up the pieces later. When a sale is completed and a project needs to be created, there are no integrations that need to run, no master data to sync, no spreadsheets on the side and certainly no double entry. FinancialForce Professional Services Automation converts an opportunity to a project just like Salesforce CRM converts a lead to an opportunity, linking all the good data collected from the sales cycle with the project and attaching it to same customer account in the system.

Highlights

• Proactively plan resources and schedules
• Involve the services team in the sales cycle at the right time
• Resource requests and soft booking of resources
• Easily convert from an opportunity to a project
• Eliminate unnecessary data reentry and system interfaces