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Infographic deal pursuit
- 1. Single Solution for Deal Pursuit and PSA Pursuit 100% NATIVE INSIDE P H A S E 1 Delivery 4% MORE BILLABLE UTILISATION 2% MORE MARGIN 17% MORE REVENUE 2% LESS ATTRITION FORWARD CAPACITY PLAN REDUCE BACKLOG P H A S E 2 Resource Mgmt Proposal SOW Opportunity Revenue Recognition Billing Project Financials Project Mgmt Project Creation Share Salesforce Data Objects Capture Time & Expense Real-time P & L Automate Billing Multiple RevRec Models Capture Pre-sales Cost Auto Create Project From Templates Auto Allocate Resources Improve Satisfaction CUSTOMER FinancialForce PSA enables us to assign the right resources with the right skills, and indeed track their time so we can get a profit and loss understanding on how our services projected of cost, which is really fundamental in how we learn how to deliver services effectively. ADAM JONES Manager Support Process Architecture, Hewlett Packard Enterprise One of our biggest wins was pushing in utilisation. Now we couldn’t live without it. It is ingrained in what we do. Being able to work out headcount and utilisation split by region/practice/group has impacted the whole business, not just Services Operations. MARK CONKLIN Director Services Systems and Tools, Salesforce Having access to real-time data allows us to balance work load and work assignments to ensure that the right people are assigned to the right projects. PATRICK KEARNEY VP Professional Services, Lexmark