Assistance PSA for Microsoft Dynamics CRM 2011

Put your Project Teams in Control

Just The Right CRM Solution for Professional Service Organizations

Today's information workers want to use an application that is user-friendly and accessible from anywhere. They want to create projects, define budgets and book their hours in a familiar environment. They want a flexible and smart solution.

Designed for this new generation of information workers, Assistance PSA for Microsoft Dynamics CRM 2011 is a completely integrated solution that can provide your organization with all that it needs! Located in the front end of the application landscape, Assistance PSA extends the whole CRM 2011 experience with a complete project management solution.

Assistance PSA Vision and Concept

Assistance PSA for CRM 2011 is the solution for the Professional Service industry: it provides Contract management, Project management, Resource planning, Timesheets fully embedded with Outlook and is connected to any back end application, such as Dynamics AX, GP, NAV or even any other financial solution of your choice.

From Opportunity to Project

From Opportunity to Project

Marketing campaigns, mailings, turning leads into opportunities are standard CRM functionalities. Assistance PSA goes one step further and allows you to turn opportunities into projects, calculate your hours and plan your projects, all with a single mouse click.

Manage your People and Projects

Organize, manage, and evaluate multiple projects with a 360 degree overview of your work!

In the professional service industry, Resource Planning is key. Wouldn't it be great if you could have a smart solution that would bring together every role of your Resource planning process?

Assistance PSA for Microsoft Dynamics CRM 2011, is a true xRM solution allowing you to manage your projects with a flexible and efficient application while working in a user-friendly environment. With Assistance PSA your Project planning is connected to the Service Calendar of CRM and Outlook. Now, the project manager, Resource Manager and Information worker are all working together because they are sharing the same information.

Planning and Timesheets via Outlook

Book time and expenses, and manage the entire project cycle from one single screen!

Assistance PSA for Microsoft Dynamics CRM 2011 redefines Time and Expenses registration. Because it is completely integrated with Outlook, PSA makes it child's play to book your hours and allowing you to enter your expenses and update your project's activities at the same time. Just a simple click of the Outlook retrieval button and all of your Outlook appointments are displayed in your time sheet.

Furthermore, Assistance PSA is a solution leveraging the powerful platform of Microsoft Dynamics CRM 2011 to provide rich project management capabilities within Outlook including project estimates, resource planning, project management, workflow and invoicing. Users will find it easy to use in a very familiar interface.

Assistance PSA in Outlook

Invoicing

Invoice your projects with a single mouse click

Assistance PSA for Microsoft Dynamics CRM 2011 is a completely integrated project management solution that also includes the functionality of Invoicing. With a single click of the mouse you can generate invoices that are ready for your financial department.

Share your Documents and Knowledge

Store, share, and organize your documents to fit the way you work.

Assistance PSA leverages Microsoft Dynamics CRM 2011 integration with SharePoint by automatically generating SharePoint sites for your Projects. Multiple versions of your shared documents can be saved in the database through the version management in Microsoft SharePoint. The solution includes a number of standard templates for these sites that you can adjust to fit your company’s requirements and preferences.

Full Integration with your back-end environment

Assistance PSA offers a full integration with your back end application, such as Dynamics AX, GP, NAV or even any other financial solution of your choice. Multiple integration points are available such as Accounts, Invoices, Invoice Payments, Project Costs, Purchase Orders and WIP.

Licensing and Deployment Options

Licensing and Deployment Options

Ready to get the right PSA/CRM solution?

Call us today at 514.399.9999 to speak to one of our skilled specialists or email us at info@gestisoft.com.

Gestisoft. Just Right.