Project Management Software

PSA Project Management Software

When projects get social, project management gets easy.

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Constant communication is critical to the success of every project. Social collaboration puts the customer at the center of the action and fosters co-operation among team members and partners — increasing efficiency and bringing tangible value to your clients.

2017 Beginner’s Guide to Evaluating Cloud PSA Software

Click the opportunity. Create the project.

Success starts with the handoff from sales. Kick off the project smart, fast, and with a seamless transition.

  • One click to create the project from the opportunity — with all relevant information included
  • Leverage sophisticated project templates to save time, ensure a consistent delivery methodology and set the project up for success
  • Get traceability from the customer to the opportunity to the project all in one place
DOWNLOAD: 5 Essential Steps to Project Success & Profitability
project management - create project direct from sales opportunity

Keep projects close and customers closer

PSA customer communities: Your customer must take an active role in the project. Customer communities let you build that personalized relationship and collaborate effectively.

  • Manage customer expectations easily and keep tabs on critical tasks
  • Leverage PSA Customer communities to share key documents and project performance
  • Use Chatter to keep team engaged, drive change management and meet project goals
  • Build strong bonds with collaborators through PSA partner community
DOWNLOAD: Nucleus Research - Customers Say FinancialForce is Sticky
PSA customer & partner communities

From the simple to most complex

Service delivery: One size does not fit all. But one platform does — one that supports simple projects through to comprehensive work breakdown structures.

  • Give managers personalized views of their projects
  • Automate robust workflows to match complex projects
  • Leverage project templates to ensure a repeatable experience for customers
  • Assign resources to a project, or at task level, with detailed WBS support
DEMO: How much can 4% save you?
Project management service delivery: detailed work breakdown structures for Salesforce

Let’s get visual

Gantt: Project planner and Gantt solutions provide the deep visibility necessary to determine where to change or concentrate resources on any given project.

  • Interactive Gantt for project lets you visualize the plan, dependencies and timelines
  • Search and filter to avoid information overload
  • Drill down to individual resource schedules and drag and drop assignments
  • Respond to change in a drag and drop visual view
  • View resource requests on ongoing projects and optimize resource allocation
DOWNLOAD: IDC - The Hidden Keys to Successful Professional Services Automation
Gantt: Project planner on Salesforce

Explore Project Management

Just a friendly reminder
on Rev Rec ASC 606/IFRS 15

Download your 2017 Transition Guide by Brian Sommer, Diginomica columnist