Opportunities to Arrow PSA Projects
To simplify Professional Services on the Salesforce platform, we’re continuously developing improvements to create more accurate and streamlined transfers of data, and better documentation of points of contact and customer insight.
Project Management, while not the only service Arrow PSA offers, is arguably the backbone of a profitable business. Keeping clients happy with your services requires a great deal of organization and a coordinated effort between the departments and individuals who interact with them. The way that client data is shared between resources is crucial to the effectiveness of your team. It impacts client success, your brand’s reputation, and subsequently, your bottom line.
We believe the key to successful project management is in the details, which is why there are two optional features we sometimes set up for our clients when setting up Arrow PSA projects.
-
Skill Match
With our Skill Match feature, we can set it up so that specific knowledge or skillsets can be selected in association to a particular project. Set which skills you will need to complete this Project if the Opportunity gets sold. This helps to more easily identify resources that will be needed if and when the project closes. Identifying what resources and skills will be needed for projects goes a long way to help project managers prioritize and delegate assignments. It not only improves the project management process, but also helps to keep an accurate record of resources being utilized for different types of projects.
The image below illustrates the Skill Match tab and where to find it during the project creation process.
-
Project Wizard
With our Project Wizard, you can create a Project from an Opportunity. It will transfer data that was gathered in the selling phase to automatically create specific Project types and apply templates. This streamlines the time and energy it takes to set up and start implementing projects, and assists in standardizing processes and data that is collected. The Arrow PSA Project Wizard is a fully customizable component that hooks into our underlying code. Any level of customization can be added in terms of fields and function.
The image below illustrates what the Project Wizard looks like when you’re creating new projects in Arrow PSA.
We’re committed to the integrity of Arrow PSA as a simple, but effective tool for managing business processes on the Salesforce platform.
With Arrow PSA Software, you can:
- Gain financial control and profitability with one, comprehensive, integrative platform
- Achieve better visibility of your organization, and a better understanding of your team’s productivity
- Drive your organization’s operational efficiency with powerful resource management capabilities
- Generate, in real-time, the insights you need to run your organization, and plan for the future
