Professional Services Automation
Do more with less by maximizing the efficiency of your team.
Want To See It In Action?
Check out our quick overview video of how this use case could work for you within Salesforce.
OR view some screenshots of a working solution.
Professional Services Automation - Highlights Video
Turn CPQ into Projects
Get your services delivery off to a flying start by launching delivery right from your opportunities in Salesforce. Dynamically determine your project composition according to the opportunity product line items that make up the sale:
- Turn opportunities into projects at any point in the sales cycle
- Use opportunity products to determine the project
- Share project progress on the account
Available in Cloud Coach
APPLICABLE TO ENTERPRISE & ULTIMATE TIERS
Track Billing Milestones
As you put together your project schedule it’s important to remember that not all tasks are created equal. Certain tasks must be completed on time, if the overall schedule of the project is not to slip. Cloud Coach can help you master your project schedule:
- Plan your task timelines
- Visualize your critical path
- Report on timeline status
Available in Cloud Coach
APPLICABLE TO ENTERPRISE & ULTIMATE TIERS
Assign Your Team
When it comes time to assign your users to a task, resource allocation couldn’t be easier. With Cloud Coach, you can allocate your resources to tasks in one easy screen.
- See all your users or filter by team, skill or more
- Color-coding to give you visibility into availability
- Drill into users to see what they are working on
Available in Cloud Coach
APPLICABLE TO ENTERPRISE & ULTIMATE TIERS
Share Information
With your project created it’s time to select the team to deliver success to your customer. With Cloud Coach you get resourcing capabilities that grow with each tier, from speedy one click assignment (all tiers) to advanced skills-based resourcing in our Enterprise tier. So that as your resourcing needs grow, Cloud Coach grows with you.
- Easily find your favourite team members
- Assign out task individually or on mass
- Notify your team what they need to work on
Available in Cloud Coach
APPLICABLE TO ENTERPRISE & ULTIMATE TIERS
Manage Change Control
Like life in services delivery, change happens. Whether it’s your customer requesting something new or your internal team flagging an alternate route, Cloud Coach comes with complete change management that lets you:
- Capture change requests
- Evaluate impact on the project
- Get client and/or internal approval change requests
Available in Cloud Coach
APPLICABLE TO ENTERPRISE & ULTIMATE TIERS
Set Your Billable Rates
Set up default billable rates by user, or create rate cards for your customers. For select projects, you can create special rate cards when you’ve agreed on a special price for a particular project:
- Control rates and costs by resource
- Create rate cards & retainers for your accounts
- Generate invoices against deliverables
Available in Cloud Coach
APPLICABLE TO ENTERPRISE & ULTIMATE TIERS
Resource Utilization
- Track resource utilization in real-time
- See percentages of billable vs. bench time
- Designate work as billable or non-billable
Available in Cloud Coach
APPLICABLE TO ENTERPRISE & ULTIMATE TIERS
Still confused?
Talk to an advisor who can help point you in the right direction
