Webinar: Salesforce CRM and FinancialForce PSA

Wednesday, June 24th | 10:00-11:00am PT | 1:00-2:00pm ET

Driving Service Performance Integration, Alignment and Optimization

It’s no secret that that running sales and services as silo’ed functions with standalone business applications is no longer a viable option for Professional Services Organizations (PSOs). The movement toward integrated CRM, Professional Services Automation (PSA) and Enterprise Resource Planning (ERP) has become essential for seamlessly converting opportunities into successful project engagements along with accurate time and expense capture for timely billing and revenue recognition. This integration figures prominently in optimizing operational effectiveness, by providing a 360-degree view of clients throughout all aspects of the client engagement and service delivery lifecycle.

Join Jeanne Urich, Managing Director at Service Performance Insight (SPI), as she shares research showing the true power of a CRM for service organizations can only be realized when it is integrated with a PSA solution. FinancialForce PSA, built on the Force.com platform, allows sales and services to no longer have to buy and maintain separate systems. Sales now has an up-to-date view of resource availability and project status and services teams can see the sales pipeline and plan and staff upcoming projects.

Join this webinar and learn:

• How the fastest growing companies are using CRM & PSA to increase productivity
• How customers that use Salesforce CRM & FinancialForce PSA have the fastest revenue growth and the highest percentage of billable people
• How customers are more satisfied with CRM & PSA integration

About the Speaker:

Jeanne Urich, Service Performance Insight Managing Director, provides strategic consulting, research and operational advice to improve and transform service and project-oriented organizations. She is a thought leader and recognized expert in Professional Services having spent over 30 years leading PS, Sales and Marketing organizations. She has been a corporate officer and SVP of PS, Alliances and Education for three publicly traded software companies, responsible for leading organizations from 50 to over 700 consultants.