Opportunity-to-project handoff
Sectoroplossing
Professional Services
Connect pipeline, projects, people, time and billing across client delivery.
Verbonden bedrijfsmodelKlant + bedrijf + operatie.
Breng CRM, ERP, frontline-workflows, automatisering en analytics samen in één sectorgerichte omgeving.
Sectorprioriteiten
Gebouwd rond de manier waarop teams in uw sector echt werken.
Connect pipeline, projects, people, time and billing across client delivery.
Resource and utilization planning
Time, expense and profitability
Client collaboration and documents
Billing and recurring relationships
Verbonden fundamenten
Eén operationeel beeld van de functies die ertoe doen.
Gebruik gedeelde bedrijfscontext voor klant-, commerciële en operationele werkzaamheden in plaats van informatie opnieuw op te bouwen in losse systemen.
Customer & service
CRM, relationships, enquiries and service context.
Business control
Finance, purchasing, stock, projects and commercial visibility.
Frontline operations
Checks, issues, assets, safety, training and day-to-day execution.
Insight & automation
Reporting, analytics and workflow automation across shared data.
Verbonden workflow
Laat werk door de organisatie bewegen zonder context te verliezen.
Configureer de volgorde rond uw werkelijke processen, goedkeuringen en verantwoordelijkheden.
Capture the context
Create the customer, asset, project, site, supplier or operational record once.
Coordinate the work
Assign ownership, move the process forward and keep operational history together.
Control the exceptions
Use approvals, inspections, alerts and automation where risk or complexity requires it.
Measure the outcome
Report on performance using the same data generated by day-to-day work.
Uw bedrijfsmodel
Uw vereisten bespreken
Laat zien hoe uw sector binnen uw organisatie werkt.
We combineren Connect, Operate en Apps rond de workflows die het belangrijkst zijn.
Snelle antwoorden
Vragen over Professional Services Software
Sanmarris helps professional services organizations connect customer relationships, ERP, operational workflows, workforce activity, automation and analytics in one adaptable platform.
Sanmarris can connect CRM, ERP, finance, inventory, projects, workforce, frontline applications, automation and analytics according to the workflows the organization needs.
Yes. Start with the highest-value workflow and add connected capabilities as adoption and operational requirements grow.