Professional Services Automation for Salesforce
SALESFORCE IS ALREADY YOUR CRM SYSTEM
Nobody gets a Salesforce license unless they intend to eventually scratch past the surface of it’s out-of-the-box capabilities. Salesforce’s ability to integrate with disparate systems is one of it’s better qualities, and one of the features that makes it so scalable.
Arrow PSA was designed BY Salesforce users FOR Salesforce users; building off of it’s inherent features, rather than doubling up on what it can accomplish in conjunction with Salesforce. There is a seamless, real-time integration of data between the tools. Customer data and project progress is captured accurately in one place.
RESOURCE LEVELING AND PLANNING
Arrow PSA provides real-time visibility driven by meta-data. It’s integrated into a single system creating a more configurable experience, where all of your resources are visible in the same place. Task management and scheduling becomes much easier when you have features that map out your forecasted work for improved workload planning. Gantt and Kanban views are interchangeable to cater to the individuals preferences.
PROJECT PLANNER
The Arrow PSA Project Planner was designed to be customized to the user’s taste, with convenient features that can help to easily organize multiple simultaneous projects with multiple simultaneous dependencies. We recognize the importance of software that is nimble enough to scale as business scales. The Project Planner also allows you to Collapse or Expand Task Default View. And Column visibility can be set according to each individual’s user preferences.
All keeping in mind that within the Salesforce system that Arrow PSA is built upon, exists customer data, resource and project data, with tracked dependencies. Every stakeholder can monitor every step of the process along the way.
TIME MANAGEMENT, TRACKING, AND APPROVALS
Arrow PSA’s time tracking automation tools save users a lot of time-consuming efforts, and improves upon the accuracy of data being entered into systems. The simplistic, intuitive userface allowed users to enter time by task or by week on a standardized time sheet. Users can manage cases within Salesforce and track time as needed. It’s also integrated into the core application, so time can be entered from anywhere while using Salesforce. Users can track billable and non-billable hours by project, client, or internal work. Arrow PSA also offers configurable workflows to ensure time is approved or updated before billing is run.
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
