Services and Sales Engagement

Services and Sales Engagement

Successful engagements start before the contract is signed.

  Take PSA Video Tour

Your services expertise and methodology is a key part of your firm’s value. Incorporating them into the selling process sets your firm apart and increases win rates.

Partner with sales

Sales collaboration: Be proactive and participate early in the sales cycle to create accurate quotes and manage customer expectations.

  • Influence project definition and price to set realistic expectations
  • Improve margins and customer satisfaction by getting visibility in early stages
Free demo
Sales collaboration: Resource Requests on Opportunities

Know what’s coming and plan

Capacity planning: Give services teams forward-looking visibility into the sales pipeline for better planning.

  • Identify gaps between supply and demand before they occur
  • Anticipate resource requirements before the deal is closed
Free demo
Capacity planning: via Chatter

Handoff? What handoff?

Services handoff: Create projects directly from won opportunity data. And leverage all relevant information on one platform in one place visible to all teams involved.

  • Sales and Services work as one team not two departments
  • Share critical customer and opportunity details without duplication or integration
  • Define project success metrics directly from Closed Opportunities for continuity and traceability
Free demo
Services Handoff: PSA Cost and Revenue Summary

Explore Services and Sales Engagement