The goal of a professional services automation platform (PSA) is to automate time-consuming, manual entry and processes. As a technology services provider, you have unique needs when it comes to running your day-to-day operations, such as:
- Customer relationship management (CRM)
- Project management
- Service orders generation and tracking
- Inventory control
- Accounting, billing and invoicing
- Reporting and analytics
A great PSA will provide access to every tool you need, and maybe some extras you haven’t thought of, in an all-inclusive solution. So how do you find the right PSA for your company?