QuickArrow Offers Seamless, Zero-Click Bi-Directional Integration with salesforce.com

Through the integration of QuickArrow’s #1 online PSA solution with salesforce.com’s #1 online CRM service, professional services organizations now have a direct view into their sales pipeline.

QuickArrow and salesforce.com combine to bring professional services organizations the ability to accurately forecast services revenue and improve resource and project leveling.

While CRM and PSA solutions are different applications, your business processes do not make any distinction. Project planning and revenue forecasting processes span both the sales and services groups, and having a solution that matches these processes is critical for effective operations.

No longer do your sales and services divisions have to operate in silos. With the integration of salesforce.com and QuickArrow, your services team will have visibility into the sales pipeline, enabling earlier project planning and staffing.

• With visibility into your opportunities, project plans can be built and staffed earlier, allowing accurate revenue forecasts for each potential deal.
• With advanced planning, project demand and resource supply can be more effectively matched. Staff limitations can be quickly identified so that plans can be made to contract with additional resources
• Enforce your methodology by applying QuickArrow project templates to salesforce.com Opportunities, allowing automatic creation of project tasks and staffing with roles and resources according to your firm’s best practices.
• Based on configurable filter criteria (Probability to Close, Stage, etc.), key account data including Opportunities, Contacts, and Tasks are automatically transferred in QuickArrow, eliminating extraneous data entry.

QuickArrow is the only PSA solution that is sforce Certified. This certification ensures that all integration requirements have been rigorously tested for a reliable and seamless user experience.

Benefits

• More accurately forecast revenue
• Increase resource utilization
• Eliminate duplicate data entry
• Decrease time needed to staff projects
• Track time on salesforce.com Opportunities