Increase your Performance with the PSA Suite for Microsoft Dynamics CRM
|
|
- Julia Manning
- 8 years ago
- Views:
Transcription
1 Increase your Performance with the PSA Suite for Microsoft Dynamics CRM With the PSA Suite you will increase your Performance and you will have insight in all the major Key Performance Indicators of your company. The Utilization, Productivity, Efficiency and Billable Rates of your resources are real time available in a user friendly Dashboards. The Project management module with proactive alerts will help your project manager to be On Budget and On Time. Keeping track of you Actuals is child s play with the user friendly Timesheet, Instant Time entry and integration with Outlook. Scheduling and planning your resources and looking ahead will help you manage your business pro-actively and act on time when necessary. The PSA Suite provides four major modules: The Professional Services Automation module with Sales Forecasting, Budgeting, Project Management, Contract Management, Project Accounting, Project Planning, Resource Planning, Time and Expense entry, Invoicing and much more. The Financials module generates all your journal entries for Accounts Receivable, Revenue Recognition and Work in Progress. The Financials module for Microsoft Dynamics CRM is a full accounting solution with General Ledger, Accounts Payable, Accounts Receivable, Cash Management, E-banking and Reporting capabilities. For more information see: The Human Resource Management module will help you to recruit, develop and manage your resources. For more information see: Finally the Portal module will give you and your employees access to a self-service portal that can be customized to your own business needs. For more information see: The PSA Suite for Microsoft Dynamics CRM is the solution for the Professional Services Industry and built on the powerful Microsoft Dynamics CRM platform. The PSA Suite is a cloud based solution that will run on Microsoft CRM Online or any Private cloud of your choice. 1
2 Advanced Opportunity Management Microsoft Dynamics CRM provides Opportunity management. With the PSA Suite you will extend the Opportunity module with Hourly Rates, Sales Forecasting per month and Budgeting capabilities per resource and hour type with the number of hours. After the Opportunity is closed you can convert an Opportunity to a Basic Project or an Advanced Project with a WBS structure of your choice. All the Rates, Sales Forecast and Budget will then be inherited to the Project. 2
3 Forecast your Revenue Forecasting revenue is not simple. As a Professional Services company you have multiple potential revenue streams and expected revenue based on existing contracts. The PSA Suite combines all the different revenue streams in one simple sheet that will show you the revenue per month or even per week. You can forecast the following revenue streams: Opportunities with forecasted hours Opportunities with a fixed fee and products Projects with expected revenue based on forecasted hours Fixed fee Projects with an installment scheme Recurring contracts like subscription based revenue Your forecasted hours can be automatically updated by the Project and Resource planning. With inline edit capabilities of the Forecast sheet it is very easy and fast to update your forecast. Creating multiple scenarios by applying different filter options or exporting to an Excel sheet are standard functionalities. 3
4 Manage your Projects on Time and on Budget Managing your project deliverables on time and on budget is the key to happy clients. The PSA Suite is designed to be compliant with the BAFPA methodology, for more information see: Creating a high-level or detailed budget is the starting point to your base-line. The next step is creating a Project Planning with the built in Gantt Chart functionality with activities and milestones. You can assign your activities to a single resource or to a group of resources or to equipment. The drag and drop functionality will help you to manage your timelines easy and fast. Your Project Planning can feed your Sales Forecast and Update your Budget; the choice is yours. In addition to activities you can also schedule appointments on your project. The appointments are fully integrated with Microsoft Outlook and can be managed from our Group Calendar. Finally your Project Planning is fully integrated to our Resource Management module, where you can manage your Utilization by resource or by a team of resources. 4
5 Resource Management is the Key to be successful As a Professional Services company your major costs are recurring employee costs. Managing your resources and their Utilization is key for your company s Performance. The PSA Suite is designed to help you! The Utilization sheet will show you in an overview map if resources are under or over utilized. With the integration to Bing Maps you can also schedule your resources based on location. Creating resource teams with specific skills will help you to find the best man on the job. 5
6 With the overall Gantt Chart you can manage employees and equipment. The filtering options will help you to know when and where your resources are utilized and if equipment is available or overbooked. 6
7 Instant time entry or a Timesheet with Outlook integration, the choice is yours Getting in your actuals in are important. With the advanced PSA Rate Calculation Matrix PSA will always find the accurate Rate for your Project. The PSA Suite provides four different ways of entering Time, the user interfaces are designed for different people with different needs. You can enter your time with our Instant Time Entry App available on your mobile device or on your desktop. The stopwatch functionality will register time in Hours or in Minutes. You can convert Microsoft CRM Tasks to time entry. If you are always on the road and you have a lot of different appointments during your day then your best option is to use our Timesheet with a seamless integration to your Outlook Calendar. Maybe you have more repetitive tasks and activities, then choose our Timesheet Grid. The choice is yours! 7
8 Managing your Expenses, Fees and Equipment is important Your actuals on a Project are more than only Hours. You need te be able to manage your Expenses, Fees and Equipment, with the PSA Suite you can. Expenses can be added to a Project with the Expense Grid with inline edit. You can also add Product expenses to a Project, PSA leverages the standard Microsoft CRM Product catalog. Specific Fees can be setup on a Project, for example Daily allowances. And finally you can add Equipment. We have extended the standard Microsoft CRM Equipment module with Equipment Rates. With the PSA Resource Sheet you have an overview of all the Actuals and you can add the usage of hours, equipment and fees in one single sheet per Project. 8
9 Project Accounting is key to manage your Project from a Financial Perspective The PSA Suite provides Project Accounting. With the use of a Project Template that will create a full Work Breakdown Structure you can manage your Budget, Forecast and Actuals per Project item. Besides those values you can setup your Contract Value per Project Item and Project. The PSA Suite supports T&M, Fixed Fee, Recurring, Products, and many more contract types that can all be combined within one Project. You can also add an extra level and combine multiple Projects with one Program. You will have a complete financial overview of your projects with our out-of-box Reports and Dashboards. The Revenue Recognition module will create a snapshot per month based on Actuals and Completion. After posting PSA will generate Revenue Recognition Journal entries in our Financial module. 9
10 From Funnel to Cash The PSA Suite for Microsoft Dynamics CRM is extending the Powerful Microsoft CRM platform with a complete PSA solution including Invoicing and accounting. You can create an invoice per Project which will provide you with more billing control. Or you can use our Batch Invoicing functionality that create multiple invoices for multiple Projects. The PSA Suite supports the following invoice types: Time and Material based on Hourly Rate Time and Material based on Daily Rate Fixed fee based on Completion and Milestone billing Fixed fee based on Installments Recurring or Recurring Products for subscriptions Products, Equipment and other Expenses The PSA Suite will also generate Accounts Receivable journal entries for each invoice that can be used to post to your financial back-end or to our Financials module with full accounting capabilities. 10
11 The PSA Suite is designed for Small, Medium and Enterprise businesses The PSA Suite for Microsoft Dynamics CRM is designed for all sizes of businesses Small, Medium and Enterprise, and starts with a free PSA Lite license. In the below License matrix you can find the version that suits your business needs the most. You can combine all the licenses to have the optimal license mix. All prices are per user per month and exclude Sales tax. The PSA Suite requires a Microsoft Dynamics CRM seat. We also provide Vertical templates to reduce set-up and implementation costs: For more detailed information regarding the functionalities please see: Contact us to schedule your free Discovery Demo or Download the trial version. 11
PSA Suite for Microsoft Dynamics CRM License Matrix
In the following license matrix you will find the user capabilities divided by license type. This new License structure is applicable from July 2015. Overview Capabilities by License Type * All prices
More informationModule 1 Concept & Navigation
PSA 2015 Step by Step Guide Module 1 Concept & Navigation 1.1 Vision and Concept 1.2 Navigation PSA 2015 (Release 2.3.0.243) PSA 2015 Step by Step Guide is published by Assistance Software. All rights
More informationPSA 2015 Step by Step Guide is published by Assistance Software. All rights reserved. No part of this publication may be Projects reproduced.
Step by Step Guide PSA 2015 Module 4 4.1 BAFPA Methodology 4.2 & Budget 4.3 Project sales forecast 4.4 Project & Resource planning 4.5 Utilization Sheet 4.6 CRM Appointments and Group calendar 4.7 Programs
More informationSpring Release Guide 2016
for Microsoft Dynamics CRM Assistance PSA Suite Spring Release Guide 2016 v. 1.2 Final P a g e 1 (C) Copyright 2016 Assistance Software Contents... 1 Introduction... 3 Assistance PSA Suite PSA... 5 Project
More informationDynamics of Microsoft Dynamics CRM 2011 - 10 Ways to Leverage PSA for increased Leverages
Do you face the challenge of prioritizing business prospects and growing profitable clients? Are you struggling with increased competition for your client s wallet share? These are a couple of the top
More informationProject Management. For Microsoft Dynamics CRM WWW.ABLEBRIDGE.COM
Project Management For Microsoft Dynamics CRM Contents Solution Relationships... 3 Main Menu End User Navigation... 4 Projects... 4 Creating a New Project... 4 Shift Project... 5 Shift Project Task...
More informationChapter 1 Concept & Navigation
Financials The Manual Chapter 1 Concept & Navigation 1.1 Vision and Concept 1.2 Navigation FINANCIALS (Release 1.0.0.7) Financials The Manual is published by Assistance Software. All rights reserved. No
More informationRelease Notes Assistance PSA 2015 Summer Release
Release Notes Assistance PSA 2015 Summer Release (August 2015) Advanced Opportunity Management The Microsoft Dynamics CRM Opportunity functionality has been extended with Assistance PSA functionality.
More informationNetSuite OpenAir. The World s #1 Cloud Professional Services Automation Solution. Why NetSuite OpenAir? NETSUITE BENEFITS.
NetSuite OpenAir The World s #1 Cloud Professional Services Automation Solution Data Sheet NETSUITE BENEFITS Benefits experienced by organizations using PSA include: 48% higher PS revenue growth over the
More informationProduct Information YOUR BUSINESS OPERATING SYSTEM
Product Information YOUR BUSINESS OPERATING SYSTEM More than just software, BillQuick is your billing assistant, project manager and accountant. Over the last 20 years, BillQuick has evolved from a simple
More informationNetSuite OpenAir The World s #1 Cloud Professional Services Automation Solution
NetSuite OpenAir The World s #1 Cloud Professional Services Automation Solution Data Sheet NETSUITE BENEFITS Benefits experienced by organizations using PSA include: 48% higher PS revenue growth over the
More informationPower Up Your Business
Power Up Your Business Improve Overall Productivity & Performance This is not your average time and billing software. With a suite of dynamic business intelligence tools, BillQuick provides key metrics
More informationProject Management. For Microsoft Dynamics CRM
Project Management For Microsoft Dynamics CRM Contents Solution Relationships... 3 Main Menu End User Navigation... 4 Main Menu - Administration Navigation... 5 Projects... 6 Creating a New Project...
More informationModule A2 Item Activities, Gantt Chart and Utilization Sheet. A2.1 Project item activities A2.2 Gantt chart A2.3 Utilization sheet
Module A2 Item Activities, Gantt Chart and Utilization Sheet A2.1 Project item activities A2.2 Gantt chart A2.3 Utilization sheet 1 Assistance PSA: Advanced Functionalities Welcome to the Advanced Functionalities
More informationNetSuite OpenAir. The World s #1 Cloud Professional Services Automation Solution. Why NetSuite OpenAir?
NetSuite OpenAir The World s #1 Cloud Professional Services Automation Solution NetSuite OpenAir is the world s #1 professional services automation (PSA) solution. From resource management and project
More informationWebvantage blue Sapphire: Release Notice
Webvantage blue Sapphire: Release Notice New in this Release Desktop Agency Settings Agency Settings is enhanced to improve the workflow and usability. The controls are more intuitive and additional options
More informationSimplifies Project Time and Cost recording, management and billing
Simplifies Project Time and Cost recording, management and billing Intergrates with Accpac ERP ledgers Features Microsoft Outlook and Accpac CRM integration QuickCost Timesheet Manager Timesheet Manager
More informationMothernode CRM SALES & MARKETING EDITION
Mothernode CRM SALES & MARKETING EDITION Increase lead acquisition and conversion, measure campaign revenue and integrate with popular marketing applications. Mothernode CRM The easiest way to run your
More informationModule A2 Item Activities, Gantt Chart and Utilization Sheet
Module A2 Item Activities, Gantt Chart and Utilization Sheet A2.1 Project item activities A2.2 Gantt chart A2.3 Utilization sheet 1 Module 1. Project item activities, Gantt Chart & Utilization Sheet Contents...
More informationCRM-Project 2011. The 4th Module. Benefits. Functions. Project Management in Microsoft Dynamics CRM. Microsoft Dynamics CRM
Functions Project Generation Generation and structuring of projects directly within Microsoft CRM Import Projects from Microsoft Project Projects can be generated directly from Orders A ny depth and width
More informationModule 2 Settings. PSA 2015 Step by Step Guide. 2.1 Organization & Financials (basic) 2.2 PSA settings 2.3 PSA security roles 2.
PSA 2015 Step by Step Guide Module 2 2.1 Organization & Financials (basic) 2.2 PSA settings 2.3 PSA security roles 2.4 PSA users PSA 2015 (Release 2.3.0.243) PSA 2015 Step by Step Guide is published by
More informationFast Track: Applications in Microsoft Dynamics CRM 2015 / CRM Online (Microsoft Training Course: F1082) - 2 days
Fast Track: Applications in Microsoft Dynamics CRM 2015 / CRM Online (Microsoft Training Course: F1082) - 2 days TARGET AUDIENCE This course provides both an introduction to Microsoft Dynamics CRM 2015
More informationMapleLeaf Projects MapleLeaf Projects
MapleLeafProjects Approach MapleLeafProjects is available as full fledged application which will meet major project and task management functionality. This is available with source code so that we can
More informationSugar Professional. Approvals + + + + Competitor tracking + + + + Territory management + + + + Third-party sales methodologies + + + +
Professional Corporate Enterprise Ultimate List price / user / month $35 $45 $60 $100 List price / user / year (contractual term) $420 $540 $720 $1,200 Application or user limits no limits no limits no
More informationPREVIOUS USER TYPES FOR CONTRACTS BASED ON THE FORMER PRICELISTS (BEFORE MAY 1st, 2008)
LICENSE COMPARISON CHART FOR SAP BUSINESS ONE LICENSE USER TYPES PREVIOUS USER TYPES FOR CONTRACTS BASED ON THE FORMER PRICELISTS (BEFORE MAY 1st, 2008) Module Functionality Professional CRM Logistics
More informationEFFICIENTLY RUN YOUR OPERATIONS. Accounts Receivable Track individual clients, organizations, and funding sources separately.
At a Glance years serving the nonprofit and education sectors MANAGE ACCOUNTING FOR NONPROFITS REPORT AND BUDGET WITH CONFIDENCE EFFICIENTLY RUN YOUR OPERATIONS MAINTAIN DATA INTEGRITY UNDERSTAND AND MANAGE
More informationWorldclass Recruiting Software for successful Enterprises
Worldclass Recruiting Software for successful Enterprises Transform your business with staffitpro WEB. We have been supporting recruiting agencies for over 15 years. staffitpro WEB is the top market leading
More informationDedicated CRM and Project Management technology for IT departments, providers, resellers and telecom companies.
Dedicated CRM and Project Management technology for IT departments, providers, resellers and telecom companies. Manage Sales, Marketing, Customer Service and Project Management in a single system. D Y
More informationTask Management. JobTraQ Core Features
Task Management JobTraQ automates human to human workflow and simplifies hierarchical team management of collaborative tasks. JobTraQ also ensures that the correct data is collected and displayed through
More informationCompare versions with Maximizer CRM 12: Summer 2013
Compare versions with Maximizer CRM 12: Summer Group and Enterprise Editions The Summer release of 12 continues to build on the theme of enhanced performance, usability and productivity while maintaining
More informationLeading Collaborative Project Portfolio and Project Management Software. Success can be planned
Leading Collaborative Project Portfolio and Project Management Software Success can be planned The Genius Project solution goes beyond simple planning; it covers all phases of a project as well as the
More informationThe Business Benefits of Integrated PSA. Rafat Hilal and Alexander D Aquila
The Business Benefits of Integrated PSA Rafat Hilal and Alexander D Aquila The Business Benefit of Integrated PSA Introductions Best of Breed Integration Approach CRM Connector Financial & Payroll Connector
More informationRelease Notes Assistance PSA 2013 2 nd Release (2.3.0.122) - February 2014
Release Notes Assistance PSA 2013 2 nd Release (2.3.0.122) - February 2014 IMPORTANT! Please read these release notes for Assistance PSA 2013 Second Release very carefully before importing and using this
More informationDeltek Vision. for Consulting Firms. www.deltek.com/vision
Deltek Vision for Consulting Firms www.deltek.com/vision Deltek Vision A Higher Level of Integration, Collaboration and Success Managing the profitability of an engagement-based business requires instant
More informationMaximizer CRM Enterprise Edition
Maximizer CRM Enterprise Innovative and sophisticated CRM for medium to large organisations Today s demanding medium to largesized businesses are challenged with competing in a fierce market against tough
More informationFixed Scope Offering Fusion Financial Implementation
Fixed Scope Offering Fusion Financial Implementation Mindtree limited 2015 Agenda Introduction Business Objectives Product Overview Key Implementation Features Implementation Packages & Timelines Cloud
More informationCompare versions with Maximizer CRM 12: Winter 2012
Compare versions with Maximizer CRM 12: Winter 2012 Group and Enterprise Editions The Winter release of Maximizer CRM 12 continues to build on the theme of enhanced performance, usability and productivity
More informationSugar Professional. Approvals + + + + Competitor tracking + + + + Territory management + + + + Third-party sales methodologies + + + +
Professional Corporate Enterprise Ultimate List price / user / month $35 $45 $60 $150 List price / user / year (contractual term) $420 $540 $720 $1,800 Application or user limits no limits no limits no
More informationMaximizer CRM Group Edition
Maximizer CRM Group Full featured and affordable CRM for small to medium sized enterprises Maximizer CRM Group is a fullfeatured CRM software solution that enables teams of up to ten users to work together
More informationOpenERP at a Glance. Open Source: OpenERP is committed to Open Source. The software is published under the AGPL licence
OpenERP at a Glance OpenERP is a comprehensive suite of business applications including Sales, CRM, Chatter, Project management, Warehouse management, Manufacturing, Accounting and Human Resources. Complete
More informationApplication Programming Interface (API)
Integration to Salesforce CRM Create a Recurring Billing Contract from an Opportunity in one click. Create a Sales Order from an Opportunity in one click. Create a Project from a list of pre- defined templates
More informationORACLE PROJECT MANAGEMENT
ORACLE PROJECT MANAGEMENT KEY FEATURES Oracle Project Management provides project managers the WORK MANAGEMENT Define the workplan and associated resources; publish and maintain versions View your schedule,
More informationFrom small businesses to large enterprise companies, Recurly offers the simplicity and sophistication your business needs as it grows.
GROWING with From small businesses to large enterprise companies, Recurly offers the simplicity and sophistication your business needs as it grows. Our features, tools, and support help you effectively
More informationGain deeper insight into your business with Sage 300 Construction and Real Estate
Gain deeper insight into your business with Sage 300 Construction and Real Estate Your employees face issues that impact your company s profitability on a daily basis. These issues include controlling
More informationCustomer Timeline - New in Summer 2012. Web Lead Capture - New in Summer 2012. Built-In Dashboards - New in Summer 2012
What s New Maximizer CRM 12 Features New Mobile Access User Interface Enhanced Mobile Access Appointment Management Enhanced Web Access User Interface Improved Web Access Speed & Navigation LinkedIn Integration
More informationShowMe Dynamics CRM 2013 Total Count: 148 Videos
Dynamics CRM 2013 Dashboards How to: Create Dashboards Dynamics CRM 2013 Dashboards How to: Follow or Unfollow Colleagues Dynamics CRM 2013 Dashboards How to: Follow or Unfollow Leads, Contacts or Accounts
More information1 Start a new project
Project Management Quick Reference Guide for Microsoft Project 2010 Before beginning a new project, an organization must determine whether the project fits its strategic goals. Executives should classify
More informationWhat s new guide Sage 200 Suite v2011
What s new guide Sage 200 Suite v2011 What s new guide - Sage 200 Suite v2011 This latest version of the Suite builds on our market led strategy and takes us further on our journey towards our vision of
More informationMothernode CRM ENTERPRISE (ERP) EDITION
Mothernode CRM ENTERPRISE (ERP) EDITION Everything you need to run your business from sales to order fulfillment, inventory management to invoicing, and much more. Mothernode CRM The easiest way to run
More informationDeltek Maconomy Project Management
Deltek Maconomy Project Management Managing the full project workflow To improve project profitability your ERP solution should support all stages of the project life cycle; from presales over project
More informationS U M M A R Y O F T R A D E P O I N T E N T E R P R I S E F O R W I N D O W S C O R E F U N C T I O N A L I T Y
S U M M A R Y O F T R A D E P O I N T E N T E R P R I S E F O R W I N D O W S C O R E F U N C T I O N A L I T Y C U S T O M E R R E L A T I O N S H I P M A N A G E M E N T O V E R V I E W CRM: Contact
More informationINTRODUCTION... 4 MODULE 5. TIMESHEET... 5. Overview... 5 5.1 TIMESHEET CALENDAR VIEW... 7 INTRODUCTION... 7. What you will learn in this section...
Step by Step Guide PSA 2015 Module 5 5.1 calendar view 5.2 by line 5.3 Instant Time Entry PSA 2015 (Release 2.3.0.243) PSA 2015 Step by Step Guide is published by Assistance Software. All rights reserved.
More informationService Management Series Realize Improved Service and Higher Profitability
Service Management Series Realize Improved Service and Higher Profitability Designed to meet the diverse needs of asset-based service organizations, the WennSoft Service Management Series can help effectively
More informationSolutions for Software Companies. Powered by
Solutions for Software Companies Powered by Built for Software Companies Maximize your business performance from lead to cash using a completely integrated solution built to solve your unique business
More informationProduct Information. Sugar vs Zoho. Features Comparison
Product Information vs Zoho Features Comparison CRM Community Price / user / month $0 $35 $45 $60 $100 $0 $12 $25 Price / user / year $0 $420 $540 $720 $1,200 $0 $144 $300 User limits no limit no limit
More informationEditions Comparison Chart
Sugar Professional Sugar Enterprise Sugar Ultimate List price / user / month $35 $60 $150 List price / user / year (contractual term) $420 $720 $1,800 Application or user limits no limits no limits no
More informationAbleBridge: Project Management 2013 v7.1.0
AbleBridge: Project Management 2013 v7.1.0 Plugins have been restructured to better support running as an admin and performance. Installation and Configuration process have been updated to be quick and
More informationAgenda. Copyright 2012 2013 Acuity Business Solutions, LLC All Rights Reserved
Agenda Understand the reasons your firm purchased Vision analyzing your company s pain points What is an ERP and how is it different? Project Lifecycle Reasons why firms fail at implementation or user
More informationModule 7 Invoicing. Step by Step Guide PSA 2015. 7.1 Single project invoicing 7.2 Batch invoicing projects 7.3 Program invoicing 7.
Step by Step Guide PSA 2015 Module 7 7.1 Single project invoicing 7.2 Batch invoicing projects 7.3 Program invoicing 7.4 Invoice approval PSA 2015 (Release 2.3.0.243) PSA 2015 Step by Step Guide is published
More informationc360 Product Catalog
c360 Product Catalog Built on Microsoft Dynamics CRM 2011 c360 Solutions Inc 2002 Perimeter Summit Blvd Suite 700 Atlanta, GA 30319 Toll Free Product Sales 888.929.3670 E-mail sales@c360.com c360 PRODUCTS
More informationSMB Intelligence. Reporting
SMB Intelligence Reporting Introduction Microsoft Excel is one of the most popular business tools for data analysis and light accounting functions. The SMB Intelligence Reporting powered by Solver is designed
More informationQuick Online & Paperless Overview
Chapter 13 Quick Online & Paperless Overview This chapter will provide a quick overview of our online and paperless capabilities. Paperless Payroll The client does not necessarily need to be an Online
More informationHow To Manage A Sales Force Management System
FS CRM Solution = Customer Relationship Management = After Sales Support = = Marketing = Sales = Customer Service = Inventory = The FS CRM is a cloud hosted on demand solution that caters to all your customer
More informationWhat s New? Microsoft Dynamics NAV 2016
Microsoft Dynamics NAV 2016 What s New? Microsoft Dynamics NAV is a business solution from Microsoft that is quick to implement, easy to use, and has the power to support your business ambitions. 2015
More informationPartner Facing Business Intelligence (PFBI) Online Services Dashboard User Guide
Partner Facing Business Intelligence (PFBI) Online Services Dashboard User Guide GMO Partner Insights Created by: Brent Starace v-brenst 6/9/2015 Table of Contents 1. Navigation... 4 1.1 MPN Portal...
More informationProperty Site Management for Microsoft Dynamics GP. Enterprise Series
Property Site Management for Microsoft Dynamics GP Enterprise Series Property Site Management definitely streamlined our billing and invoicing time. Without having to second guess our amounts every month,
More informationDeltek Client Success. Friday, June 19, 2015
Deltek Client Success Friday, June 19, 2015 1 Success: More Than Just Software Software Services Support Deltek Deltek Services Implementation Consulting Data Conversion Customization Deltek consultants
More informationMastering Microsoft Project 2010
Mastering Microsoft Project 2010 Duration: 2 days Course Description This two-day instructor-led course provides students with the knowledge and skills to plan and manage projects using Microsoft Project
More informationHow To Manage Time And Expense On A Computer Or Tablet Or Ipad Or Ipa Or Ipo Or Ipod Or Ipode Or Ipro Or Ipor Or Ipora Or Ipore Or Ipot Or Ipos Or Ipom Or Ip
M4 Systems Advanced Time and Expense Management Brochure M4 Systems Ltd Tel: 0845 5000 777 International: +44 (0)1443 863910 www.m4systems.com www.dynamicsplus.net Table of Contents Introduction ------------------------------------------------------------------------------------------------------------------
More informationStephanie Smith Inside Sales Brittenford Systems. Cynthia West VP, Sales and Marketing Project Insight
Stephanie Smith Inside Sales Brittenford Systems Cynthia West VP, Sales and Marketing Project Insight Natalie Solomon Divney Project and Portfolio Management Consultant ERP/Financial Management Enterprise
More informationRecurring Billing & Revenue
A Complete Billing and Revenue Management Solution Busi ness Solutio ns for Maximum Per formance A complete Billing and Revenue Management solution for managing complex operational and accounting processes
More informationWHITE PAPER. CRM Evolved. Introducing the Era of Intelligent Engagement
WHITE PAPER CRM Evolved Introducing the Era of Intelligent Engagement November 2015 CRM Evolved Introduction Digital Transformation, a key focus of successful organizations, proves itself a business imperative,
More informationFixed Scope Offering for Implementation of Sales Cloud & Sales Cloud Integration With GTS Property Extensions
Fixed Scope Offering for Implementation of Sales Cloud & Sales Cloud Integration With GTS Property Extensions Today s Business Challenges Adopt leading CRM practices and stream line processes Take advantage
More informationMicrosoft Enterprise Project Management 2010 Licensing Guide
Microsoft Enterprise Project Management 2010 Licensing Guide Microsoft Project 2010 Licensing Microsoft Project 2010 is a family of products that provide a range of functionality depending on organizational
More informationMicrosoft Partner Network. Cloud Services Dashboard User Guide
Microsoft Partner Network Cloud Services Dashboard User Guide Table of Contents 1. Navigation... 4 1.1 MPN Portal... 4 2. Azure Consumption... 4 2.1 Subscriptions... 5 2.2 Consumption... 6 2.3 Customers...
More informationBlazedesk Firestart your Business
Blazedesk Firestart your Business CRM Project Management Invoicing Services & Support Flexible affordable company software in the Cloud for everyone. About Blazedesk Company Software in the Cloud You want
More informationEffective use of PSA Software in Consulting Organizations
Working with clients, not just for them W H I T E P A P E R Effective use of PSA Software in Consulting Organizations SPI Research, a research and consulting firm specializing in the services sector, defines
More informationCRGroup Whitepaper: Digging through the Data. www.crgroup.com. Reporting Options in Microsoft Dynamics GP
CRGroup Whitepaper: Digging through the Data Reporting Options in Microsoft Dynamics GP The objective of this paper is to provide greater insight on each of the reporting options available to you within
More informationCRM for Sales. Increase productivity and sales effectiveness to optimise opportunities and drive revenue. Email Templates
CRM for Sales Increase productivity and sales effectiveness to optimise opportunities and drive revenue From quote to close, sales executives and frontline sales professionals face the challenge of higher
More information55034-Project Server 2013 Inside Out
Course Outline 55034-Project Server 2013 Inside Out Duration: 5 days (30 hours) Target Audience: This course is intended for anyone that will need to manage and use Project Server 2013. This includes the
More informationCA Clarity Project & Portfolio Manager
CA Clarity Project & Portfolio Manager Project Management User Guide v12.1.0 This documentation and any related computer software help programs (hereinafter referred to as the "Documentation") are for
More informationSession 7 : Information Systems
INFORMATION STRATEGY Session 7 : Information Systems Tharaka Tennekoon B.Sc (Hons) Computing, MBA (PIM - USJ) POST GRADUATE DIPLOMA IN BUSINESS AND FINANCE 2014 CRM CRM - Customer Relationship Management
More informationKey Benefits. State-of-the-art agency management platform provided as a fully hosted Solution-as-a-Service
State-of-the-art agency management platform provided as a fully hosted Solution-as-a-Service Nexsure Agency Management Platform, from XDimensional Technologies, is a comprehensive agency management solution
More informationeesyoffice TM All-in-One Virtual Office Suite
TM What is EESYOFFICE EESYOFFICE is a cloud business service that enables you to manage projects, customer relations and documents in one place. In other words, you don't need to switch back and forth
More informationNE-50413B Mastering Microsoft Project 2010
NE-50413B Mastering Microsoft Project 2010 Summary Duration Vendor 3 Days Microsoft Audience This course is intended for both novice and experienced Project Managers and project support personnel who need
More informationZoho Projects. Social collaborative project management platform
Zoho Projects is a feature- rich and easy- to- use cloud- based collaborative project management platform for small to medium- sized businesses as well as teams and departments in larger companies. Its
More informationSales Force Automation
Sales Force Automation Maximizer CRM helps sales managers, teams and individual contributors collaborate, access and share information across Sales, Marketing and Customer Service & Support. Key Benefits
More informationMicrosoft Office Accounting Professional 2008
Microsoft Office Accounting Professional 2008 November 2007 Table of Contents Microsoft Office Accounting Professional 2008... i Introducing Microsoft Office Accounting Professional 2008... 1 Small Business
More informationHow To Build A Social Network For A Business
iapps Consulting Fixed Scope Offering For ORACLE SALES Cloud Agenda Business Objectives Solution Proposal Scope (Business Process) Scope (Application) Implementation Approach \ Methodology Project Plan
More information... ... www.tracker-rms.com +44 (0) 8451 262 300 contact@tracker-rms.com PROJECT MANAGEMENT
.. TrackerRMS Project Management TrackerRMS Project Management provides a fully integrate suite of tools for delivery teams to start, run and resource their projects successfully. TrackerRMS combines the
More informationHuman Capital Management (HCM) Module Overview
Human Capital Management (HCM) Module Overview HCM Leads HCM Lead: Andrew Peña Functional Leads: Human Resources/Recruitment, Irma Lopez Benefits, Armida Ruiz-Martinez Payroll and Time & Labor, Olaya Hernandez
More informationTheFinancialEdge. Dashboard Guide
TheFinancialEdge Dashboard Guide 101911 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including
More informationSage 100 ERP 2014 Connect your business.
Sage 100 ERP 2014 Connect your business. The foundation for connecting your business to provide a better customer experience, increase revenue, and make better business decisions New web and mobile functionality:
More informationSales Management in Microsoft Dynamics CRM 2015 DYNA02; 1 Day; Instructor-led
Sales Management in Microsoft Dynamics CRM 2015 DYNA02; 1 Day; Instructor-led Course Description This course introduces the capabilities of Sales Management in Microsoft Dynamics CRM 2013 that allow you
More informationAbila MIP Fund Accounting
Abila MIP Fund Accounting Module Overview Award-winning Abila MIP Fund Accounting (formerly Sage 100 Fund Accounting) is the financial management solution preferred by nonprofit and government organizations
More informationES ACCOUNTING QUICK START GUIDE
QUICK START GUIDE Version 5.0.7 Malaysia GST Ready Page 1 CONTENTS Chapter 1 PAGE Overview 1.1 Introduction 1.2 File Module 1.3 General Ledger Module 1.4 Customer Module 1.5 Supplier Module 1.6 Malaysia
More informationFINANCIALS CLOUD. Justin Ossola Financial Solutions Consultant Oracle Applications Copyright 2013, Oracle and/or its affiliates. All rights reserved.
FINANCIALS CLOUD 1 Justin Ossola Financial Solutions Consultant Oracle Applications Solutions Consultant ERP/Financials Cloud U.S. Naval Academy (BS); Georgetown University (MBA) ERP Implementation Experience
More informationFinancial Management KEY FEATURES
Financial Management General ledger Budgetary control Cost accounting Forecast management Cashflow management Unique dimensional cost centres Bank management Bank reconciliation management Accounts payable
More informationInfor CloudSuite Business
Business Achieve a next-generation business strategy in the cloud Whether you re providing services or moving inventory in your home-town, across the country or around the world with Infor CloudSuite Business,
More informationproject management product sheet
product sheet project management Managing the Full Project Workflow To improve project profitable your ERP solution should support all stages of the project life cycle; from presales over project execution
More information