Align sales, project, resource and billing teams to improve PS operations
Polaris PSA and Salesforce align teams together. Get better visibility to plan resources for pipeline deals, automate project billing, and track and analyze profitability by project and client.
Harness the Power of Polaris PSA and Salesforce Integration
Auto-create & manage projects and clients in Polaris PSA
When a deal in Salesforce meets predefined criteria such as reaching a specific sales stage, probability percentage or being of a specific type, that opportunity gets automatically added as a project in Polaris PSA along with its attributes.
- Leverage SmartBeats to get visibility into work done, remaining work, estimated completion date.
- Automated updates enables better communication between sales and services teams
- Get instant understanding of project metrics including hours, cost, and financials.
Real-time sync of qualified opportunities, accounts, users
Any updates to an opportunity, account, or user that are already imported into Polaris are always continuously synced ensuring your data stays accurate and up-to-date without manual intervention.
- Leverage actionable insights with a consolidated view of all client-specific projects and engagements.
- Access real-time metrics like costs, billing, profitability, and more to better assess your client relationships.
- Bring transparency into project delivery by providing visibility to clients into what work is being done
Streamline Projects and Resource Planning
Forecast sales pipeline precisely to manage your sales and services teams more effectively. Automate the hand-off between the two teams to eliminate unnecessary administrative tasks and establish better communication.
- View global resources to determine their current and future allocation levels.
- Use SmartMatch to find right resources and built-in workflows streamline resource fulfillment.
- Report on utilization levels.
Modern & Mature Integration Platform
An Enterprise Ready Time Tracking Platform with Security, Flexibility and Scalability
Robust Pre-built Connectors
Get highly secure ecosystem connections in a matter of minutes – not months, using our 50+ pre-built connectors – QuickBooks, SalesForce, Concur, Xero, Namely, ServiceNow, BambooHR, Jira, and more.
Fast and Seamless Integrations
Plug and play with our out-of-the-box integrations and change on-the-fly with our swap-in and swap-out connectors as your ecosystem evolves
Extract Any Data You Need
Open APIs library available to extract any data you want from any system.
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