TimeLinx PSA: Project Management for Infor CRM

project management for infor crmFor professional services firms, manufacturers, and other businesses, TimeLinx PSA extends services functionality within Infor CRM throughout the entire customer and project life cycle.  From marketing campaigns to opportunities and quoting, service delivery, customer service and/or technical support, TimeLinx PSA provides project management functions with time and expense capture that let you proactively manage projects, tasks, staff resources, costs, profits, and much more.  Plus, with optional integration connectors, TimeLinx provides automated data passing into your ERP system for billing, staff reimbursements and more.

Browse TimeLinx PSA Features in this Video:

TimeLinx PSA: Project Management for Infor CRM:

  • Enable your staff to manage, monitor, and analyze the real-time status of every project in your organization. All project information is linked to the relevant Accounts, Contacts, Opportunities and more.
  • Manage and control projects, resources, schedules, costs, billings, expenses, tasks, contracts, retainers, tickets, and more – all from within Infor CRM.
  • By creating a single point of entry for time and expenses using unique, user-defined role-based interfaces, TimeLinx PSA eliminates redundant, error-prone and time-consuming re-keying of information.
  • When an Opportunity is marked as “won,” TimeLinx PSA automatically and intelligently creates a new Project for the services delivery based on user-defined project templates that can then be modified as needed.  And by connecting CRM Opportunities with TimeLinx Projects, new possibilities for measuring sales performance numbers such as “forecast to actual” become easy.

Relationships don’t end when the deal is won.

You don’t stop managing customer relationships when you win a deal. So why would you switch to a different system and lose the history of the sales team’s interactions when the work is delivered?  The majority of projects often go “off the rails” at the initial hand-off from Sales to Service due to poor timing, miscommunication, and a lack of shared information. By embedding PSA within CRM,  TimeLinx PSA is the only PSA system that keeps the focus on the relationship with your client at all times within a single application – from marketing to sales to services delivery and finally support.

The Most Intelligent PSA System

All TimeLinx PSA data is kept within the Infor CRM database – not synchronized to another data file with inherent data delays and reporting difficulties. Because all customer information is directly tied to service information, TimeLinx PSA can do things that standalone project, time, expense, and scheduling tools simply can’t do.

Decision-makers can reference multiple segments of your CRM data that includes project data.  For example, analyzing projects by territories or regions, or opportunity types, or support tickets, service histories, asset purchases, and more, all of these become not only possible, but easy. With the Opportunities, Projects, Account information, and Service records all within one database, complex reporting and real-time analysis become easy.

Control Costs – Predictable Profits

Manage your most costly assets: your people. Allocate resources based on skill sets, availability, teams, departments, and costs using the Infor CRM-based TimeLinx calendar, integrated Portfolio, Project, and Resource Gantt charts, and the TimeLinx Resource and Capacity Planners.  The critical real-time cost control of resources becomes simple with P&L’s within every Project and visible on various user-configurable BI dashboards.  Then the optional TimeLinx Accounting Platform (“TAP”) can funnel all financial data into the TimeLinx approval interface and your chosen ERP system, eliminating duplicate data entry, financial reporting delays, incorrect invoices, and slow cash flow.

Revenue Optimization Engine™

Imagine pre-built, configurable settings for rates, costs, certifications, overtimes, regions, travel, and more that maximize revenues and optimize profits, produce real-time project P&Ls, accurate invoices, G/L job costs, expense reimbursements, and more. Yes – our Revenue Optimization Engine™ really does that.

Mobile Entry from Any Device

Every minute counts. Or should be counted. Give your teams our intelligent SmartMobile™ to relieve the tedious task of detailed data entry while producing accurate revenue and cost numbers controlled by our Revenue Optimization Engine™.  And easily create custom mobile form capture screens with our Forms module for your unique data capture requirements that can include signature capture, pictures, images, and document attachments.

Easy to Use. Easy to Deploy. Easy to Buy.

No matter what your organization needs or how you do business, we’ll configure TimeLinx PSA to meet those needs. Choose from deployment options that include cloud hosting or on your own server – whichever best fits your technical and financial comfort level.

TimeLinx Software customers come from a wide range of industries:

Architecture & Engineering Manufacturing Services
Audio/Visual (A/V) Integrators Oil & Gas Construction
Field Services Research & Development
Finance & Accounting Software Publishing
Land Management & Survey Technology Integrators/Resellers
Management & Business Consultants Telecommunications