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Unpacking the Workflow of a Professional Services Firm

Stage 1: Managing New Business

To kick off our four part webinar series, Unpacking the Workflow of a Professional Services Firm, let’s dive into the unique needs that go into your next steps after you sign a new project and how PSA software supports those needs.

Join us as we cover how BigTime and our seamless integrations help with new business visibility and project kickoff with our best in class integrations with Salesforce and HubSpot. We’ll walk through:

  • Managing new opportunities with real-time flow of information between sales and project teams
  • Forecasting resources and staff needs for full visibility into your pipeline
  • Full project transparency with real-time complete view of all deal and project data
  • Accurate revenue pipeline projection with a complete picture of how WIP and existing contacts contribute to revenue

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