Reduce time and effort associated with administrative tasks – less time in the project management tool, more time managing projects.
Fully utilize resources and measure performance and profitability by business unit, region, project, resource and more.
Recognize and manage revenue as part of the service delivery process, not just within finance/accounting silos.
Project Pulse provides highly optimized role-based views for each type of user, enabling project and staff members to focus on completing their work and ensuring customer success instead of spending time inside a PSA tool. Some of the key features are:
Project Pulse automates the labor-intensive manual processes associated with financial month-end close and provides real-time visibility into the financial health of your service operations, including:
Project Pulse provides an integrated solution uniting sales, service delivery, financial, billing and invoicing processes, ensuring that your business is running at peak efficiency. Important features for executive management include:
Being a 100% native Salesforce application, Project Pulse can be easily integrated with other AppExchange apps such as order management, expense management or accounting.
Project Pulse addresses challenges that account reps face when creating complex service quotes, by providing answers to the following key questions:
Project templates, Drawloop/Conga and Docusign/Echosign integration, Chatter and financial automation make estimating, generating quotes, closing deals and following the project progression a breeze.