New software can help companies update their existing technology stack, provide additional support to employees or initiate a digital transformation. It makes things easier for the users and provides them with a way to reduce their workload and deliver high quality. BigTime software can deliver additional benefits and become the all-in-one solution for any company. It has all the necessary Customer Relationship Management and Professional Automation Services features that help develop an ideal workflow for project teams.
Most users are unsure about their technology needs and might gravitate toward the wrong solution. They need a way to maximize billable work and also cater to the unique needs of their client. It is important to inform them of the differences between Customer Relationship Management and Professional Services Automation software. This article will guide readers through the common features of both types of software and explain how BigTime fulfills the requirements of both.
What is Customer Relationship Management Software?
CRM software is supposed to help companies manage their relationships with their clients. It handles all interactions with existing and potential customers through the entire sales lifecycle. The BigTime CRM tool stores the data and history of all contacts. It enables sales and provides team members with whatever information they need to execute the next steps and pursue all sales opportunities in real-time.
The Purpose of CRM Software
CRM is meant to improve customer relationships and enhance profitability. It achieves that by consolidating the database and replacing outdated spreadsheets to increase organization and time management. The firm now has access to one single location where all the contact information is stored. The bigTime demo makes sure no complaint goes unresolved and every lead is converted. The entire team is on the same page and doing everything in their power to close deals and keep clients interested.
Who Can Benefit from CRM
Any company with a sales or marketing team can use CRM software to deliver quotations, invoices, and other documentation. It has tools that help businesses of all shapes and sizes reduce their costs and maximize the number of leads. The most common industries that invest in CRM belong to the retail, eCommerce, insurance, consulting, healthcare, and financial industry.
What is Professional Services Automation Software?
PSA software is supposed to fill the gap between different departments or teams to make sure all projects are completed on time and under budget. It combines several functions such as project management, resource planning, time management, expense accounting, and business intelligence. BigTime Software is a single platform that includes all these modules and more.
The Purpose of PSA Software
PSA provides additional visibility into the internal processes and gives users the ability to improve their operational efficiency. It targets productivity and profitability by supporting the existing processes. The software uses real-time data and provides deep insights that make it easier to comprehend. PSA has all the financial metrics, billable hours, employee performance, project status, and other indicators available at the click of a button.
This information can be easily accessed and shared with stakeholders in real-time. The leaders have the opportunity to find inefficiencies in the system and spot any mistakes before they affect the project outcome or bottom line.
Who Can Benefit from PSA
PSA is a universal solution that can benefit engineers, accountants, architects, marketers, lawyers, and other professional service providers. All firms that conduct business with clients and usually take on projects should invest in a solution like BigTime software. The software can be used by all departments and it helps break down silos between sales, marketing, and accounting teams. It also helps improve the communication between project managers and their teams.
Combining PSA and CRM
As mentioned earlier, every firm is different and has unique requirements when it comes to software. They will not settle for software that does not completely fulfill their needs which means the technology stack looks different for each business even if they belong to the same industry. The important thing is to find a solution that works well for the company and its people, even if it is not a traditional option. The good thing about software is that it can integrate with other programs to provide a holistic solution.
The bigTime demo can integrate with popular CRM tools such as Salesforce and HubSpot to help keep all the sales and project management data in one place. It can synchronize the processes from lead generation to the final invoice. The software will become the single source of truth and help teams complete their projects much faster. With integration, the sales and project team can work together and build a more accurate pipeline, deliver high-quality project reports and make bigger impacts in the industry.
How PSA and CRM Work Together
BigTime software can work with different trusted tools to deliver a seamless workflow. It transfers information between the sales and project teams without any delay. When combined with CRM software the platform can accomplish a lot more than just project management.
The businesses will be able to build stronger relationships with their clients by providing them the opportunity to share information on all aspects of the project. They can make smarter decisions when it comes to resource allocation and make sure all the high-priority tasks are being completed first.
The companies are able to optimize their workflows and record all opportunities in the BigTime software along with the information related to its stages. They can automatically create new projects and trigger the lifecycle of sales from within the same window. The software makes it possible to map key information and automate processes so everything is executed in an organized and timely manner.
It is much easier to control information and share data with a PSA and CRM integration. The company is able to uphold the industry standards and meet all client requests with ease. BigTime the best project management software, comes with many customizable templates that can be used to create reliable processes and complete all necessary documentation.