You are cordially invited to
an exclusive webinar presented
by SPI Research and Tenrox.

EARN 1 PDU

Sales and business development are the current “hot” areas of focus for service providers, so CRM and PSA integration is more important than ever before.

But in many organizations CRM and the sales process is isolated with no meaningful integration with PSA or between Sales and Delivery. CRM is an island of automation, and the sales and delivery relationship demonstrates a lack of trust.

Successful CRM and PSA integration is more than just a data integration issue. It starts with understanding the sales, estimating and proposal process, and at what point the opportunity becomes a project that is integrated with resource and project management within the PSA system.

In this webcast, you will learn:

• Who owns what? Where does responsibility lie for each of these activities? Should it be in the CRM or the PSA?
• The benefits of CRM and PSA integration: better forecasts, more timely staffing of projects, better understanding of resource capacity, better communication between sales and service delivery teams, better forecasting, and ability to quickly staff and deliver projects with clear client communication and properly set expectations.
• Where to start, how to clarify and align responsibilities to support the business processes and implement relationships in your CRM and PSA integration

Who should attend:

If you’re a senior executive, professional services director, or in any level of management with customer and project delivery responsibilities, then this webinar is for you.

Space is limited.
Reserve your Webinar seat now:

Title:
Sales and Service
Can’t We All Just Get Along?

Date:
Wednesday, March 31, 2010

Time:
11:00 am - 12:00 pm Pacific
2:00 pm - 3:00 pm Eastern

SPEAKERS :

Jeanne Urich, Service Performance Insight Managing Director, provides strategic consulting, research and operational advice to improve and transform service and project-oriented organizations. She is a thought leader and recognized expert in Professional Services having spent over 30 years leading PS, Sales and Marketing organizations. She has been a corporate officer and SVP of PS, Alliances and Education for three publicly traded software companies, responsible for leading organizations from 50 to over 700 consultants.

She is the co-author of the ground breaking 2010 Professional Service Maturity Model benchmark used by over 3,000 project-oriented organizations to diagnose and improve their performance.
www.spiresearch.com