Comparing CRM features for PSA

1. Professional services
automation
By:
Girija
Suresh
ShushmaDate: 20-3-2015

2. Do Profession Firms use CRM?
• Professional attitude.
• Focus is Project Management.
• Constant Push.
Only 55% of the Professional Services Firms are using CRM.

3. PSA for Architects & Modules

4. Leads:
=======
Name:
Email:
Lead Status:
Contact Details:
Lead Source:
Opportunities:
============
Opportunity Name:
Lead Name or Contact
Name(Relationship):
Expected Close Date:
Lead Source:
Description:
Contacts:
=========
Name:-
Primary Name:
Secondary Name:
Email:-
Phone:
Organization Name:
Modules and Key Fields

5. Quotes:
===========
Quote Subject:
Opportunity Name:
Billing Address:
Grand Total(Estimated
Cost +Taxes):
Description: Invoice:
==========
Subject:
Opportunity Name:
Project Name:
Taxes:
Billing Address:
Description:

6. Projects:
========
Project Name:
Document Title:
Opportunity Name:
Project Status:
Project Tasks:
Start and End Dates:
Documents:
==========
Title:
Opportunity
Name(Relationship):
Document Source:
Assigned To:
Internal Document:
Add Documents(Button)
External Document:
Add Documents(Button)
Description:
Calenders
=========
Task Name:
Subject:
Email:
Start date & Time:
End Date & Time:

7. Lead  Opportunity  Quote 
Projects  Invoice
Thank You