PROFESSIONAL SERVICES AUTOMATION - RECOMMENDATIONS

We are looking to implementation a full-service PSA platform to bring efficiencies to customer onboarding, project management, resource management, and real time data and analytics. Any recommendations?

Comments

  • There are a lot of PSA tools out there, but first thing to look at is connection to your Sales System / CRM System / Finance System in order to make the best use of the 'automation' element.

    I'm using Kantata, but it's not integrated with anything which makes it cumbersome and very manual.

  • For the OP,

    Did you make your selection yet? Curious what you considered. Kantata (depending on which version) has a cluttered UI, which could inhibit adoption.