Plan projects with placeholder resources before sales deals close to ensure that resource planning across the organization is optimized
Improve sales forecasting and create more accurate cost estimates for new projects to set expectations, ensure good margins and avoid cost overruns
Streamline the hand-off process between the sales and services teams to eliminate extra tasks and ensure accurate communication
Optimize resource planning by auto-creating future projects in Replicon from the Salesforce pipeline. With seamless data exchanges between the two systems, project managers stay on top of sales deals and add placeholder resources to projects, while sales has visibility into project milestones and progress.
Ensure more precise project pricing estimates by giving project managers lead-time to plan project tasks and build teams. With advance notice, project scoping is easier to accomplish, thus providing good margins and less chance of cost overruns.
Manage your sales and services teams more effectively with accurate forecasting of the sales pipeline. By automating the hand-off between the two teams, unnecessary administrative tasks are eliminated and better communication is established.