Professional Services

Managing resources, time and budgets is a core activity for any professional service provider. To be profitable, you must tightly control tasks and resources on all your projects. An integrated solution for professional services can help you maximize billable time, take advantage of every hour used, and effectively allocate your resources.

Our solution for professional service providers simplifies your project management and optimizes your resource allocation while keeping your customers happy.

Improve your project management

Time, resources, and budgets: you must manage everything at the same time. If you fail to track all tasks and activities, you lose control of the status of your projects. Adjusting deadlines and costs, or forecasting potential problems, then become risks. You have to access a centralized dashboard to retake control of your company. You will then be able to create an effective workflow, simplify processes and better react to potential problems.

Keep your customers happy

You are a unique case. You sell time and expertise, which means that customer satisfaction relies solely on your ability to satisfy and exceed expectations. What do you think about these potential improvements to your company?

  • Inform your customers about project status
  • Track billable time, tasks and expenses on every project
  • Create accurate, complete invoices at the right time
  • Effectively manage interactions with customers and share results company-wide
  • Shorten times by effectively managing people and resources

Interesting, no?

And we could not be better placed to talk to you because we are a professional service provider ourselves!

Related Product : Assistance PSA

Implementations for our customers

veritaaq-active
Major IT service providers to the federal government as well as with telecommunications and financial services companies in Canada.

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Contact the expert

Frédérick Lecavalier

Directeur Dynamics CRM
Architecte de solutions CRM