Demo center - PSA screenshots

Sales Collaboration - Create your services project directly from a Salesforce opportunity

Features

• Create projects directly from opportunities - even before the opportunity has closed
• Use project templates to standardize on roles and milestones
• Share Salesforce accounts, contacts, regions, and line of business information
• No need to manually link your services sales opportunities with services delivery

Benefits

• Plan staffing in advance of booking the business
• Projects link to opportunities and accounts. No more information silos.
• Sales has visibility into PSA projects and is notified of project issues in real time
• The services team has early visibility into opportunities, sales teams, and SOWs