Why Traditional PSA Customers are Transitioning to Promys CRM, Help Desk, Project Management Software.
Existing PSA customers are transitioning to Promys CRM, Help Desk, Project Management because they feel they’ve outgrown their existing traditional PSA software.
That’s because traditional PSA’s were only designed to manage a small portion of their business.
Traditional PSA’s have strong modules for help desk, resource management, time sheets and services invoicing, but their add-on modules for CRM, quoting, procurement, project management, customer asset tracking and inventory are nowhere near as robust or tightly integrated as the original professional services focused modules.
These traditional PSA limitations result in:
- Sales people track customer and quoting information outside the PSA, resulting in poor forecasting and planning visibility.
- PMs only find out if projects were profitable after they close and struggle to cycle implementation lessons learned back into the quoting process.
- Order admin wastes time and duplicates effort coordinating professional service delivery with product procurement, delivery and invoicing.
These disconnects make it difficult to determine company profitability by line of business, manufacturer, service type etc., and provides poor planning visibility, making growth investment decisions more risky.
As professional services companies grow and offer more complete solutions for their customers (managed services, equipment, software, security, structured cabling, etc.), they need more complete enterprise PSA software in order to grow their business efficiently and profitably.
Promys Enterprise PSA makes it much easier to automate best practices and provide visibility across all departments by providing very strong help desk, resource management and time sheet functionality, along with equally strong modules for CRM, quoting, procurement, project management, customer asset tracking and inventory handling.
Traditional PSA customers are switching to Promys in order continue to grow their businesses efficiently and profitably.