Professional Services Automation (PSA) Features and Functions
Professional services automation (PSA) optimizes and simplifies the complete project life cycle from sales through delivery and closeout. It increases the profitability and performance levels of project-centric organizations--spanning the disciplines of opportunity management, contract management, project management, resource management, project collaboration, project accounting, and business intelligence.
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- Project forecasting
- Proposal management
- Quotations and sales management tools
- Planning and deployments
- Customer management
- Resource management
- Skills inventory and matching
- Document Management
- Time and expense management
- Billing capabilities
- Revenue analysis
- Profitability monitoring
- Post project services
- Detailed queries and reports
- Integrate with other applications
- Automate approval processing through work-flow technology
- Contract management tools
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CRM for Financial and Insurance Markets Features and Functions
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