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SPI Webinar: Sales and Service Alignment - The New Revenue Engine
Whitepaper: New research from SPI on the margin and utilization impact of sales and service alignment
See Appirio PS Enterprise in Action: See how PS Enterprise gives you the insight you need to get the right people on the right projects for successful delivery to customers
See How Appirio Uses the PS Cloud: See Appirio runs in the PS Cloud
Appirio Solutions for the Professional Services Cloud
Situation: Enterprise apps have failed services organizations
Services are a large and growing part of the global economy, but have not been well supported by enterprise technology.
| Sell Projects | Manage People and Projects | Deliver Projects |
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| Customer Relationship Management (CRM) | ![]() |
Professional Services Automation (PSA) | ![]() |
Mail, Calendar, Productivity Apps |
The reality is that most organizations, especially larger services teams, are managing their operations using legacy and custom-built solutions, with lots of painful spreadsheet workarounds. There’s got to be a better way.
Solution: Appirio's Professional Services Cloud
Services organizations have already seen the benefits of aggressively adopting cloud-based solutions for CRM and collaboration—thousands of professional services organizations already use Salesforce.com and Google Apps. But what about the people, projects, customers, financials that are core to the success of any services business?

Appirio's Professional Services Enterprise enables you to manage your people, customers, projects and transactions in one integrated social services management application, powered by Force.com. You get the benefits of real-time integration with Salesforce CRM and the scalability and flexibility of the world's leading enterprise cloud platform. And with Social PS Enterprise and PS Connect extensions, you can collaborate in real-time and follow the people, customers, projects and transactions that matter to you.
What this means for your services team is a higher win rate, utilization and services margin (new research from SPI). Even better you get these top-line benefits while lowering IT costs, and creating a scaleable and flexible foundation for future growth.
“Based on our benchmarking of over 400 service organizations, we’ve found that those who closely align sales and service processes are able to drive significantly higher utilization (81% vs 74%) and project profitability (34% vs 25%). For us, there’s no doubt that sales and service alignment is the new revenue engine!”
- David Hofferberth, Principal, SPI Research
Appirio PS Enterprise
Appirio's PS Enterprise enables you to:
- Manage your People: Managing people is the most important thing a services team can do right—people are the only real “asset” your team has. PS Enterprise helps you attract, manage, deploy and develop a world-class services team.
- Manage your Customers: Run your services business on the same, integrated platform that manages your customer relationships—Salesforce.com. Your services team depends on repeat engagements with satisfied customers—PS Enterprise can help make that happen.
- Manage your Projects: The rubber hits the road in the services business on a project-by-project basis. PS Enterprise helps you manage your project portfolio from initial scope to completed delivery.
- Make your Numbers: Your services businesses needs to manage its financial performance as tightly as you manage your project deliverables. With integrated financial management in PS Enterprise, you can manage transactions from initial order to cash in the bank.
- Collaborate in Real-time: The success of a services business hinges on effective collaboration, yet most PSA solutions are disconnected from the way people collaborate. With Appirio's Social PS Enterprise and PS Connect extensions, you can collaborate in real-time and follow the people, customers, projects and transactions that matter to you.




