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
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