Sales Engagement

Successful engagements start before the contract is signed

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.

Professional Services Automation: Sales Engagement
Professional Services Automation: Sales Engagement

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

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Partner with Sales
Trending Capacity

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

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

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Sales Egnagement

Create a more predictable, high-growth business

The No-Nonsense Guide to AI for Professional Services Automation

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