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  • Complex Service Quotes That Go with Your Complex Products

    If your business provides services as part of your business model, you’re always quoting a variety of services related to the complex products you manufacture or resell. While standard CRM functionality almost always includes basic quoting capabilities within a sales opportunity function, it rarely has more than a high-level capability to produce complex service quotes […]

  • The Easiest Way to Streamline Field Service Interaction with Customers

    Depositphotos_150617290_s-2015-286149-edited.jpgThe paper-based forms often used by service businesses in their customer-facing field service interactions typically include information about the services performed, charges to be billed, and customer acknowledgment/acceptance of those services and charges.

    Unfortunately, field service forms are rigid and isolated – they’re difficult to adjust to evolving customer and field service needs, and their information exists in its own little world, difficult to find and utilize within your project management and CRM systems.

  • Why You Shouldn’t Use Standalone Project Management Software

    All service companies need project management software, and most of them need better project management software for one major reason: they lack one single system to unify their project data with other departments, drive project and sales activities, and learn from historical project experiences. The standalone nature of the project systems used today makes those things impossible.

    Here’s why you shouldn’t use standalone project management software.

  • 3 Types of Projects You Should Track

    When you think about making improvements to your project management methods, you should start by defining what a project is, identifying the kinds of work you perform, and understanding what data is most important.

    There are three major categories of projects you should track:

    • Internal (for your own business) projects
    • Billable external (customer) projects
    • Non-billable and fixed-fee external projects (where costs need to be monitored)
  • Asset Management and Tracking within Your Project Management System

    To provide services for assets (machinery, for example) owned by their customers, service organizations often use outdated systems that force them to deliver, install, repair, and/or provide parts for those assets using separate tools or spreadsheets. From computer software or hardware to machinery, electronics, swimming pools, restaurant equipment, trucks, or other heavy-duty equipment, customer assets […]

  • Use Subcontractors on Projects? Make it Seamless for Your Customers

    If your professional service organization (PSO) is like most, you leverage a substantial number of subcontractors to deliver successful projects. The more seamlessly you incorporate subcontractors into everything you do, the better your customer relationships will be. In this post, we describe how the right project management system will help you bill and manage subcontractors […]

  • How to Collaborate Better with Project Stakeholders

    Collaboration is optimized when you communicate well with everyone on your internal project team, so you undoubtedly want to optimize communication/collaboration with your external stakeholders as well. Projects are more successful when you can collaborate externally while continuing to maintain internal team integrity and security. This post discusses how to collaborate better with tools like Slack […]

  • Is Tracking Retainer Balances Making You Crazy?

    If your professional services organization is like many others, you collect up-front fees, commonly called retainers, from customers for work that has yet to be performed. This may be in exchange for a discount rate for services, poor credit history, or as part of your overall business model. Once received, tracking retainer balances and reporting […]

  • Why Double Entry is Bad for Business

    If your growing services business is like most, you use multiple systems and leverage common tools, such as spreadsheets, to share and report data between your departments/teams. But having your data dispersed that way slows you down – your people are continuously re-entering data to ensure that information is consistent, all processes are complete, and […]

  • Are Your Systems Preventing Acquisition Strategies?

    Growing your business requires taking advantage of new opportunities as they arise. If your current systems hold you back from pursuing deals, forming partnerships, and acquisition strategies, you need to consider implementing a modern, flexible enterprise system. Choosing one that integrates CRM, ERP, and PSA will allow your business to make the best decisions in support of long-term profitability and success.

  • How to Determine Your Company’s Needs for Project Management Software

    Depositphotos_110948476_m-2015.jpgThe most challenging step in better project delivery is determining what you need to improve. What things should you review? What numbers should you pull together to understand the impact of different things? Where do you start if everything is a project-related process?

    To tackle this, limit yourself to two major activities: a process analysis and an application rationalization analysis.