Prairie Capital Advisors integrates KeyedIn Projects with Intacct and Salesforce to provide Professional Services Automation component of integrated SRP solution

Would an easily usable system of project, financial and customer relationship management work for you? Find out how it did for an SMB professional services business utilising KeyedIn Projects, Intacct and Salesforce to create an enterprise resource planning system scaled for their company’s daily operations and growth plans.

This case study highlights:

  • How a company outgrew manual methods (Excel to QuickBooks) and incorporated Cloud-based, real-time automated efficiency
  • Benefits they found with project management visibility and resource optimization to maximise billable hour revenue
  • Accurate time and expense tracking, billing for each client’s projects
  • Having newfound project documentation, lightened RFP burdens

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