Automation Software
Professional Services Automation Solution to Provide Visibility and Increase Profitability
Unlike other solutions that only address part of the IT Solution providers’ business requirements, PROMYS Professional Service Automation Solution provides a complete end to end business automation software solution that addresses services, complex equipment configurations and multiple layers of post sales support:
CRM & Quotation Management
The PROMYS CRM module gives you real-time, web-based tracking of key business functions such as integrated Opportunity Management and Quotation Management, as well as Contact Management and Marketing Management. This improves your ability to accurately forecast cash flow, project resources and develop targeted marketing campaigns. PROMYS professional services automation software helps your business execute the three key areas of customer relationship management:
1. Contact Management
- Easily separate target prospects from current customer information in one centralized database
- Track multiple ship to locations within one customer record
- Access consistent customer data from across all operational departments
- Filter and sort contacts based on user defined criteria
2. Sales Opportunity & Quotation Management
- Opportunity and quote integration support real-time forecasting
- Import BOM’s from vendor configurators
- Create quotes from multi-vendor price books
- Link multiple quotes to a single opportunity without inflating the pipeline
- Easily convert quotes to sales orders, without re-keying
- Generate accurate sales pipelines based on rep, resource specialization, or product line
3. Marketing Management
- Easily create targeting marketing lists based on vertical, geography, or almost any user-defined criteria
- Determine ROI for marketing campaigns
- Provide visibility to suppliers regarding co-op campaign results
The PROMYS Order Fulfillment module directly integrates the original quote and quote BOM with the sales order. This eliminates the re-keying of won quotations and makes it very easy to coordinate equipment, service and support item delivery for customer order/projects. All of the information captured in the sales process is immediately available to the fulfillment team.
- Automatically convert quotes and quote BOM’s into sales orders without re-keying
- Invoice for services, equipment and support all in a single screen
- Automatically track progress billing draw down for services, equipment and support
- Link sales orders, change orders, purchase orders, invoices, credit memos & RMAs
- Easily track generated P.O.s, placed P.O.s, received P.O.s and shipped equipment
- Real-time visibility into order status from multiple locations or departments
- Set P.O. approval dollar thresholds
- Easily track and stay on top of backorders
- Projects are created directly from the sales order, including original services BOM
- Real-time visibility of project cost against budget status at any stage in the project
- Automatic notifications and escalations for overdue project assignments
- Project task schedules cascade forward based on task date changes and task relationships
- Resource calendar can be filtered by certification, specialization or geography
- Time sheets and expenses are directly linked to the original project
- Detailed resource utilization reporting for all billable and non-billable time
- Outlook calendar integration for project assignments
- Pre-sales resource requests routed through master scheduler
Help Desk & Support Contracts
- Direct integration between help desk and equipment under service contract
- Color coded trouble tickets based on priority
- Automatic notifications and escalations for overdue trouble tickets
- Outlook calendar integration for service call assignments
- Automated service contract renewal notifications
- Automated update of equipment under service contact based on RMA’s, returns or exchanges
- Unlimited number of physical warehouses (shipping, receiving warehouses, truck inventory, etc) or virtual warehouses (staging, rental inventory, maintenance inventory)
- Track customer inventory and location
- Receive inventory directly against a sales order as allocated
- Master parts list for unlimited sku’s for equipment, labor and service contacts
- Customer self service portal (trouble ticket submission/status, pre-review projects or invoices)
- Subcontractor self service portal (receive project assignments, share project documentation, fill in time sheets and expenses)
- Vendor self service portal (eliminate vendor forecast spreadsheets)
PROMYS is ready to improve your business with fast, turnkey deployment. The PSA software system is easy to learn and maintain using your current staff, and requires no hardware or software capital investment.
LEARN MORE: A PROMYS Professional Services Automation (PSA) specialist is ready to answer your questions.
Contact us or call today at 1-866-728-2345. Better yet, Get a
free personal demo.
