For today’s modern Professional Services Organization (PSO), connectedness, transparency, and performance matter more than ever. Getting the right resources on the right projects at the right time can be a complex challenge. Access to real-time data and KPIs for decision support can make the difference in achieving customer satisfaction and profitability in service engagements.

To address these challenges, OnePlan Solutions is excited to introduce our new Professional Services Automation solution. This comprehensive solution helps organizations managing customer-facing projects. We have fused our solution into Salesforce to provide a seamless user experience throughout the sales process. The solution’s capabilities include:

  • Facilitate consistent & efficient resource allocation
  • Unite sales, services, and financial teams in one integrated solution
  • Empower teams with access to information
  • Streamline time tracking, expenses, and billing
  • Enable visibility into profitability and project performance
  • Make decisions faster as a data-driven organization

Join this webinar as we explore and demonstrate:

  • Today’s challenges and trends in the professional services market
  • Key components of an effective Professional Services Automation (PSA) solution
  • How OnePlan’s solution will help customers realize the benefits of PSA
  • Demonstration of OnePlan PSA with Salesforce
  • Things to consider and actions customers can take today to implement this solution