Professional Services Automation

EPM Live’s Professional Services solution supports managing your unique project management challenges for your service organization. EPM Live will help you manage your engagements from quote, to sale, to close out with robust financial management, resource management and time & expense reporting.
Included Apps:
    • Account Expenses- Organize your account expenses with better visibility.

    • Leads- Drive sales by keeping track of your highly targeted prospects.

    • Accounts- View accounts by relative information such as Actual Cost, ROI & Issues.

    • Sales Contacts- Store contact information and details for your sales account managers.

    • Opportunities- Capture and manage possible sales chances by account, region and status.

    • Quotes- View and approve your businesses' quotations organized by account.

  • Invoices- Trace each invoice and view their due dates, order names and totals paid.
    • Orders- Track orders and sum up total order amounts to accounts. 

    • Sales Documents- Link applicable sales documents to each account, lead or opportunity.

  • Charge Codes- Track your revenues and expenses for your projects and accounts.

  • Sales Dashboard- Analyze your sales accounts using visuals of Account Budget vs Actual Cost, Estimated Opportunity Revenue and Account Budget by Industry.
Software Requirements:
  • On Premise: EPM Live 4.3 or higher (2010 only, not currently compatible with 2013 5.X)
  • Online: Professional, Enterprise or Dedicated
Apps Required:
  • Project Management Office
  • FREE
  • Ask about our build to order app packages.  We can help you implement and customize any app into your system using EPM Live and industry best practice techniques.


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