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Projector Professional Services Automation
PSA software for Time Tracking, Project Management, and Resource Scheduling
- Industries
- Professional Services
- Business Need
- Project Management
Leading services firms worldwide use Projector as their system of record for project delivery. Salesforce integration pushes factored pipeline data flow seamlessly to Projector for visibility into staffing & revenue.
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Awesome app
We implemented Projector PSA approximately two years ago and would now struggle to run the organisation so efficiently without it. The integration between Salesforce into Projector and then out to Quickbooks gives us end to end management and visibility from pipeline through to invoice. Resource management issues are a thing of the past and automated forecasting and actuals reporting support us in being proactive at all times. Superb support services have meant any issues have been dealt with promptly and collaboratively I highly recommend this platform to anyone in the professional services industry and happy to provide more detailed feedback on an individual basis.
Projector PSA
We started a professional services group in 2006 for our new flagship product and acquired a company with a pro services group in 2008. We had a home grown system from the acquisition and tried to implement another package. We compared Projector PSA with a number of other Professional Services Automation systems. Projector was simple to get up and running and provides the tools to get the necessary reports. Our company engages in fixed fee and time and material based projects and it handles them very well. We have not yet integrated Projector PSA with salesforce but plan to in connection with an Intacct accounting system integration. We purchased Projector PSA from Barry Franklin who was very knowledgable and excellent to work with.
Daniel Chippendale
03/03/2016
Hi Lawrence, where is the system at and how has it integrated with salesforce and accounting software?
rr-system-admin: We do indeed have an integration with Intacct that can be configured by end users without needing to involve any development resources. Daniel: Not sure what you mean by "where is the system at," but it's hosted in the cloud and delivered on a SaaS basis. Users don't need to worry about servers, backups, VPNs, or any of that nonsense. It has pre-built connectors to integrate with Salesforce so that accounts and opportunities can be flowed directly into clients and projects in Projector. It also has pre-built connectors for the most popular accounting packages so that accounting transactions are pushed automatically, eliminating the need for double-entry of invoices, expense reports, etc. Some of those are described here: https://www.projectorpsa.com/partners.html