Learn how Prairie Capital Advisors integrated KeyedIn Projects with Intacct and Salesforce to provide best in class SRP functionality.
Prairie Capital Advisors integrates KeyedIn Projects with Intacct and Salesforce to provide the Professional Services Automation component of a fully integrated Best-in-Class Services Resource Planning solution
Would easy to use professional services automation software that connects project, financial and customer relationship management work for you? Find out how it did for this fast-growing professional services business.
By connecting KeyedIn Projects, Intacct and Salesforce, this business achieved a best in class services resource planning solution scaled to their daily operations and growth plans.
This case study highlights:
How the company outgrew its manual methods (Excel and QuickBooks) and achieved a best-in-class solution by integrating leading project management, accounting and CRM solutions in the cloud
The benefits achieved through improved project management visibility and resource optimisation
How they maximised revenue from billable hours
How they achieved accurate time and expense tracking and streamlined billing for each client’s projects
How having real-time access to project documentation, lightened RFP burdens