Customer Acquisition
“Because we work in competitive markets, each sales opportunity needs to be approached with passion and integrity. Where services are concerned, it is important that you can schedule the right resources to participate in the sales cycle, have full visibility into the pipeline and can accurately manage resource forecasts.
Focus on this and win rates will increase and you will optimize your resource utilization while securing satisfied customers.”
– Lori Ellsworth, SVP and GM, Compuware Changepoint
To get there, some organizations are using standalone CRM solutions, while others look to maximize the integrated CRM functionality of Changepoint’s resource management software. Either way, the goal of fully integrating sales activities so that you can effectively manage a services organization is achievable. Changepoint’s Professional Services Automation (PSA) software can be your CRM system of choice, or we can easily integrate with Salesforce.com and other leading CRM solutions.
Resource Management with Changepoint
Changepoint PSA resource management software provides:
- full opportunity management with the ability to define resource requirements and other expense items
- automated workflow to ensure your standard sales methodology is followed so that you can drive business processes and provide visibility at every stage of the pipeline
- interactive tools to evaluate different sales scenarios to assess financial and resource impact
- automate and standardize pipeline reporting
- forecast resource requirements and estimate margins
- improve competition tracking and analysis
- consolidate customer interaction
- bi-directional integration with Salesforce.com.
A Truly Globalized Solution
- Fully Unicode enabled
- Multi-language support – in a single instance
- Supports global currencies and taxation worldwide
Delivery Options for Resource Management Software
Select the delivery option that best meets the needs of your business – Software as a Service (SaaS), on-premises or buy and host. Changepoint’s PSA solution provides resource management software that gives you the flexibility to easily transition between these options as your business needs change.
