When the sales team identifies a qualified opportunity, a project is created within Birdview PSA (via CRM integration). The Project Manager scopes and prepares a project plan including an estimated budget and timeline using a template from a similar opportunity in the past. The plan will contain soft scheduling and resource allocation estimates to enable the sales team to quote with confidence and close the deal.
Birdview PSA Advantage
- Custom solution vs. generic out-of-the-box integration.
The Birdview PSA Professional Services team can build a seamless bidirectional integration and workflow with your CRM platform to automate your sales and service quoting and handoff processes.
Key Features Used
Integration With CRM
A bidirectional synchronization between your CRM platform (e.g.Salesforce, HubSpot, Microsoft Dynamics, etc) and Birdview PSA will automatically transfer the appropriate opportunity details into a new project in Birdview PSA based on the appropriate template.
Resource Loading Simulation
A powerful tool for “what-if” scenario capacity planning, it helps to answer crucial questions for a project or program manager such as:
- “Who do we have available to start working on this project when needed?”
- “Do we have enough resources with the required skills to take on this project?”
- “If we do this project, what will be the schedule impact on existing projects?”
If you have similar or repetitive projects, you can use Project Templates to avoid unnecessary data entry and save time. Templates help with quick timeline and budget estimates by reusing your previous project plans. In addition, templates can help a Project Manager identify appropriate required roles within their plan by allocating tasks and hours to placeholder or “proxy” resources.
Birdview PSA Financial Module offers:
- Project Budget, estimated internal cost and revenue calculations;
- Flexible project billing (rate cards, project, task and resource rates, fixed costs, etc);
- Expense tracking;
- Billable and non billable hours reporting (including time entries lockdown);
- Multi-currency support;
- And much more…