Attn ProServ Pros: Tips for Success in Professional Services for 2013

Attn ProServ Pros: Tips for Success in Professional Services for 2013

FinancialForce
Jason Wu

2013 is fast approaching! No matter how good, bad, or on par your services business performs this year, you will be expected to do better next year. Learn from the following tips to make 2013 your most productive year ever:

#1 – Integrate your CRM and Professional Services Automation (PSA) solution
Manage your people, customers, projects and financials in one integrated services management application! If you don’t have a PSA solution, then that’s your first tip and then integrate ASAP.

#2 – Embrace Social for Project Management
Allow sales and project team members to share, update, schedule, broadcast, motivate and document everything related to a project across every boundary and time zone.

#3 – Sell what you can deliver. Deliver what you sell
Make sure you have the right PSA solution in place that gives services teams pipeline and backlog views in real-time and empowers you to accurately project your services pipeline and capacity planning.

#4 – Put the right people on the right projects
With the right PSA solution you can track all resource details in one location, get total team visibility to scheduling and assignments, leverage a skills & certifications matrix, and even get predictive, intuitive planning.

#5 – Seriously, don’t just use Cloud apps by themselves
Cloud apps are hitting our business world hard, e.g. time & expenses, financials, etc, but do your apps sync, grow, and work together to drive business value? Leverage your applications and the cloud for all its wonders and this will be a snap.

Want to learn more? Check out this quick 3 minute video that ties it all together!

 

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