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It is imperative in the professional services world that everyone in a team can see what other individuals have done, and what projects they have been assigned to in the next weeks. Up to date information about projects and accounts minimises extra work, and leaves more time for productive work. Profitability report and other management reports help you analyse your business.
ValueFrame PSA Pro professional services automation system provides consultants with tools for successful projects. It covers all the necessary functions from sales and marketing to invoicing. The sales team contacts clients and create opportunities which lead to sales. Then projects are created for the clients and necessary people are resourced for the project.
Project progress and profitability are monitored all throughout the project. This way it is easier to react properly and in time to sudden changes. Invoices are created directly in the system and e-invoices are also supported if necessary. All this in one system.
Hours will not be left uninvoiced by accident when invoice information is taken directly from the projects. ValueFrame can also be integrated with financial administration software.
ValueFrame PSA Pro is the best solution in the market for professional services automation of consulting firms. With ValueFrame you invoice your projects, monitor project profitability, make your project resourcing and manage your sales work. ValueFrame PSA Pro includes the following tools:
Key sales tools. Account registry, call list management, account and contact classifications and opportunity management improve sales work because more time is saved for account work. Group calendar keeps the sales team up-to-date and important account documents are safely archived in ValueFrame.
Resourcing and project work estimates streamline work and simplify pricing. Task management allows you to follow and comment project tasks. Everyone can see their colleagues’ schedules in the group calendar. Important project documents are stored safely in ValueFrame.
Project invoices are created directly in ValueFrame and project hours are automatically included in the invoices. This way hours will not be left uninvoiced by mistake and profitability is improved. Invoices can be sent directly in ValueFrame or exported to a financial administration system. E-invoicing is also an option.
Management reports help follow consulting firm's business. Profitability reports, project tracking and sales forecasts support decision making.