If growth and maximizing revenue are priorities for your services organization, it’s critical you take a close look at your current system to ensure it’s not holding you back. It may be the culprit for costly delays and mistakes, and/or creating a lack of transparency into utilization, billing and sales pipeline which makes it impossible to operate efficiently. Below are eight reasons why services organizations change their professional services automation solution (or their cobbled together version of one).
#1: Doesn’t play nice with other systems
With your PSA, CRM and financial systems all on different platforms, you can’t see a customer’s full picture without having to manually pull and analyze data from multiple places.
#2: Has tunnel vision
When sales and services teams operate in silos, each using separate CRM and PSA systems, they can’t seamlessly share information that would enable efficient customer communication and account planning.
#3: Can’t plan ahead
When your solution can’t give you the robust resource management functionality you need to deliver the right people, with the right skills, to the right jobs, it makes it impossible to grow your services organization in sync with increasing demand.
#4: Doesn’t know the magic numbers
You’re unable to accurately calculate utilization, preventing you from truly understanding your organization’s impact on profitability.
#5: Doesn’t think about the future
You use elaborate spreadsheets and manual processes because your solution can’t forecast services revenue based on current business and new project opportunities.
#6: Is anti-social
By not hosting your PSA, CRM and accounting systems on the same platform, you’re missing out on the beneficial effects of social media in the workplace, including real-time updates (staff, budgets, projects, etc!), 360 transparency, and documented information transfer.
#7: Has rigid reporting
Your solution lacks flexible and easy-to-use reporting capabilities that would enable swift, effective decision-making.
#8: Doesn’t go on the road
When your solution isn’t mobile, your consultants can’t enter time, tasks and expenses from the road, and management can’t access critical data to make on the fly decisions.
So what should you look for in a PSA solution?
Read this complimentary report, The 2017 Beginner’s Guide to Cloud PSA Software, which will take you through all the processes and insight you need to understand the very different choices, decisions, and considerations necessary to choosing your next PSA solution.