Projector PSA Press Releases

Projector PSA Software Integrates with Salesforce.com

Bedford, MA – May 17, 2008

Projector PSA, Inc., a leading developer of SaaS professional services automation (PSA) software announces the release of its integration with Salesforce.com CRM software. Projector, the most robust and affordable PSA software on the market, helps professional services firms streamline the delivery process and improves bottom-line results.

Projector’s new integration with Salesforce.com allows for the seamless transition of account, opportunity and revenue projections into Projector’s PSA software. Connecting Projector with Salesforce.com allows Projector users to have greater visibility into their projects and resources throughout the entire project life-cycle.

Integrating Projector with Salesforce.com

Projector’s new connector with Salesforce.com (SFDC) allows organizations to bridge the gap between their CRM software and Projector’s PSA software. When new work gets to a state where you believe it will be won the connector will transfer it directly into Projector. This allows organizations to skip the monotonous process of data entry and gives better visibility into the current backlog. In the case that the work is not won, Projector is able to remove the projects that were created and update your pipeline to show accurate projections.

The SFDC connector has the ability to transfer accounts, opportunities and revenue predictions directly into Projector. Once an opportunity passes a threshold in SFDC that you define, say a likelihood of 50% for example, Projector will automatically create a new client if one doesn’t exist and a new engagement and project for the opportunity. You can then start scheduling resources and analyzing revenue predictions to help you better model your resource capacity and your current pipeline.

With the Salesforce.com connector for Projector users are able to:

  • Examine forecasts by likelihood with factored revenue and utilization projections
  • Analyze both booked and potential revenue, utilization, and staffing needs from both systems in a consolidated view
  • Know if the capacity to deliver work exists before it is won
  • Eliminate double data entry for new clients and work

Projector’s Salesforce.com integration helps consolidate vital information across different business systems. Projector users can utilize the integration with SFDC in its default state or they can have it custom tailored to specific business rules and field mappings which they define. Regardless of how the connector is configured it is a powerful tool that will save organizations time and increase visibility into their business.

To learn more about Projector’s new Salesforce.com integration, visit www.projectorpsa.com.

About Projector PSA

Projector PSA, Inc. is a leading developer of cloud-based professional services automation software. The company produces the Projector software suite, and also provides consulting and training services for its clients around the world. Projector streamlines operations through the entire delivery process, improves productivity, increases utilization, enhances profitability, and improves visibility. Projector PSA is a privately held company based in Bedford, Massachusetts.

 

 
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