Appirio PS Connect

Current Situation

Professional Services Automation (PSA) solutions contain a wealth of information about a services company's people, projects, customers and financials. However, few consultants use PSA systems. Most try to minimize their time using the PSA solution in order to focus on their work.

Of course, in people-based business like professional services, the majority of work is collaborative and happens in email. The problem is that people are collaborating in a vacuum, without the right business context. For example, a sales person may receive an email from a customer and reply without knowing that the customer's project is behind schedule. A consultant may delay responding to a casual lunch invitation from a former customer, not knowing that the customer is in the pipeline for a large project. In both cases, better business context would result in a better decision. The problem is that this information is disconnected from people's day-to-day work.

The Solution: Appirio PS Connect

What if instead of having to log in to multiple systems to find the relevant information and take action, the right information could be brought to you, right in your email? That's now possible with PS Connect. PS Connect is an extension of Appirio's Professional Services Enterprise (PS Enterprise) solution, built on Force.com. PS Connect enables services professionals to run their business from their email inbox by connecting Google Apps to Appirio PS Enterprise and Salesforce CRM.

With PS Enterprise and PS Connect, a services professional can manage their people, projects, customers and financials from the place where they spend most of their day, their email inbox.

See PS Connect in Action

PS Connect brings the power of Salesforce CRM and PS Enterprise to your Google Apps inbox:

• When you get an email from a prospect, see and adjust details of all open opportunities with that prospect
• When you get an email from a customer, see status of ongoing projects with that customer and make adjustments to schedules
• When you get a workflow email (e.g., expense approval, timecard reminder) take action directly from your email

Your team uses email to make critical decisions about every area of the business, every day. With Appirio's PS Connect and Gmail Contextual Gadgets, those decisions will be made in the context of the right information, pulled from your operational systems. It's not just more convenient, it actually helps you make better and faster business decisions.

Get Started

Contact us to find out how you can join the private beta program for PS Connect.