professional services automation
TRANSCRIPT
Professional Services Automation
What is a PSA? What does it do? Why do you need it? Where can you get?
PSA includes Help Desk or Support Desk.Log issues reported by Email or Phone.Tickets created automatically or manually.Progress tracked on work performed.Customer and managers kept updated.From Open until Completion and beyond.
The Front Desk
Know who you are dealing with.Every customer, partner, subcontractor, vendor and employee.Not just to store customer contact details.Link with Tickets, Contracts, Assets...
Customer Relationship Management
Keep things simple but flexible.Allow for unlimited variety.Customized for each customer.Block of time/money/tickets, global, one time, recurring, MSP contracts, SLA...
Contracts
Manage employees & subcontractors.Workforce and time management.Maximize labor utilization.Know who is doing what, where, when and all the expenses involved.PSA ideal as collaboration software.
Human Resource Management
Record every asset your customer owns.Manage ongoing maintenance.Never lose an asset (clients disapprove).Store a detailed asset history.Link assets to accounts, tickets, appointments and more...
Asset Management
Professional Services AutomationDownload your FREE TRIAL now!
CommitCRM.com
Every business amasses documents.Word, Excel, PDF and other formats.Stored safely and always to hand in PSA.Linked to relevant accounts, tickets…Integrated for knowledge management.
Document Management
Log all information within a business.The acquisition of intellectual capital.Make it available in an effective way.Don’t want the one guy with all the knowledge in his head getting run over by a bus!
Knowledge Management
Business with no sales is not viable.Managing sales process is a PSA function.From initial opportunity to closed deal.Progress through various stages, such as quoting and involving multiple people. Streamline and automate sales process.Convert prospects to paying customers.
Sales
PSA ensures every minute worked is logged. Every ticket completed, every expense, every product, part or service provided.Charge for all that should be charged.Endless variety in IT services business.PSA handles all that billing complexity.
Billing
IT professionals rely on many applications.PSA software integrates with those.Accounting, Quoting, Communicating, Remote Monitoring & Management and more.Full API to integrate with any others.Develop custom apps based on API.
Integration
Professional Services AutomationDownload your FREE TRIAL now!
CommitCRM.com