It’s 2022, and efficiency is the difference between success and failure for small businesses, especially regarding tech stack. Very few super-robust tools offer error-free integrations and can save time, and in business, being error-free and saving time means saving money.
Xero project management tool is the tool you are looking for. It is powerful enough to be integrated into your business and change the way you work forever. So, why should you integrate the Xero management tool from PSOhub? Let’s have a look.
Why should I integrate Xero with PSOhub?
You work day and night to keep track of your projects and ensure they are done on time and correctly, but you are human. Why not let a Xero project management tool lend a hand? Here are three reasons you should integrate Xero with PSOhub:
- You’re saving money.
Money is spent on hiring extra hands or nights when you could do something else instead of task management. PSOhub takes that burden off of you. This is the efficiency thing we were talking about. You get to spend more time doing what you love – running a business – than worrying about money.
- You’llbill smarter.
We both know that sometimes you undercharge or overcharge. You are only human, and that’s fine, but that isn’t good for business. Billing smarter with Xero puts your financial decisions right in front of you. You know where the money goes as you handle a project—no more unpaid invoices. Knowing this information, PSOhub will automatically trigger a warning and tap Xero on the shoulder. For project managers and owners like you, that means everything is covered.
- You make all the checks and balances.
PSOhub and Xero work together to provide you with your contracts, track your timing, and even provide your budgets for each project. That way, every process step is covered, and you know exactly where your money goes.
SalesforceProject Management
The Salesforce project management tool is a powerful, widely used CRM tool that organizations worldwide adore – and we’re guessing yours does, too! Even big-name companies use CRM to accomplish their sales.
The system is useful for producing teams with a single buyer’s perspective. What happens when it’s time to transform those Salesforce transactions into projects?
What is PSA software?
Professional Services Automation Software is exactly what the name says: automation software. It is built for optimization and managing a wide range of projects simultaneously. CRMs might take gold regarding customer relationships, but in project management, PSAs shine.
The PSA software is designed to streamline the vital information needed for administrative tasks, getting you from deal win to project delivery while keeping things as easy, straightforward, and centralized as possible.
So, think of PSA software as the one tool you will need that should do all your tasks easily and effectively. The right PSA software should be an all-in-one solution rather than a stack of different unintegrated software products. This is not only inefficient and time-consuming, but it also means you will be spending more money. Let’s take a closer look at why you should integrate PSA software.
PSOhub and Salesforce
PSOhub enables companies to go past just selling but also enables them to:
- Generate automatic projects.
Close a deal with Salesforce, then watch as PSOhub automatically generates a contract for you.
- Assignratesto different roles
In situations where a team member plays a double role, you can track how long they spend on each role and pay them according to those rates.
- Automation
Need I say more? With PSOhub, you can automate the whole client lifecycle even before the project begins. PSOhub integrates with some of the world’s most potent CRMs and will monitor your sales and project teams. And since PSOhub integrates with Salesforce, Dynamics 365, and others, you can monitor your finances and projects simultaneously.
