Software for Professional Service Firms

Software for Your
Professional Service Firm
A GUIDE TO NAVIGATING SOFTWARE
OPTIONS AVAILABLE FOR SERVICE FIRMS
ONLINE WEBINAR: August 2010

What to expect from today’s webinar…

1. What makes a service firm different?

2. Typical business needs of a service firm

3. Sample software products per need

4. Choosing software for your business

5. Any questions?

Online Webinar: How to Choose the Right Software for Your Business

www.softwareshortlist.com

Important aspects of a professional services firm

“Time is money”
Project scope management
Managing relationships
Mobile workforce
Deadline driven
Knowledge sharing
Team collaboration


A few example needs of a professional services firm

 Check accounts and send invoices from anywhere
 Optimise staff utilisation across your business
 Manage your sales pipeline and relationships
 Use regular emails to engage your audience

…and we’re sure you can think of many others!



Now we’ll explore some sample software solutions…
o Important note: these are just useful examples of what’s
available …not necessarily “the best” or what’s “right” for you

Accounting. Value for money Timesheets. Powerful online
and easy to use online timesheet system for time &
accounting solution expense tracking and billing.

CRM. Manage key relationships Email Marketing. Inform & engage
with your customers, prospects & your audience with targeted,
suppliers in a systematic way personalised email marketing



NEED #1: View accounts & send invoices from anywhere



Example: online accounting solution from Saasu



Dashboard of key accounting information at a glance



View your database of client and supplier contacts



Easily create an invoice and convert to PDF



Add attachments (e.g. expense receipts, invoice scans)



Reports galore – including some to make your BAS easy



NEED #2: Optimise utilisation across your business



Example, Time & Expense Management with ClickTime



Staff time entry online- any time, any place



Set up projects, and track time & expenses vs estimates



Create billing rates by staff member or project



Integrate time & expense data with accounting software



Report on billing & project activity across your company



NEED #3: Manage your sales pipeline and relationships



Example, using Zoho’s online CRM software…



Capture leads, and easily convert them to opportunities



Pipeline estimation using stage probabilities



Manage activities, calendars & contacts for accounts



Run campaigns and track success against budgets



Easily configure pages, add workflow & web forms



View portals, dashboards and reports of sales metrics



NEED #4: Use regular emails to engage your audience



For example, Pinpointe’s on-demand email marketing…



Customise your campaigns with templates or DIY designs



Improve your campaign results by split-testing content



Auto-responders to launch a series of emails over time



Segment subscribers based on their actions



Run a survey to get valuable feedback from customers



Choosing software for your business
• Remember: the “right” software for you depends on
your specific business and its requirements
1
UNDERSTAND Software must deliver real business outcomes. Start by
NEEDS understanding which outcomes you are looking for.

2
DEFINE Translate your business needs identified above into specific
REQUIREMENTS software requirements.

3
IDENTIFY Identify all available software options that are relevant to your
SOFTWARE requirements and should be considered

4
SHORTLIST Filter the list of available options down to a manageable shortlist
OPTIONS to consider in more detail

5
EVALUATE & Investigate your shortlisted options in detail – including a trial or
DECIDE demo – and evaluate & compare to arrive at a final decision



Thanks for taking part in this webinar

• How Software Shortlist can help
– Learn more about this methodology with
our free ebook
– See what’s available on our extensive
software directory
– Use our patent-pending online software
comparison tool
– Speed up your evaluation process with
independent software reviews
– Register with our “Get a Shortlist”
service and we’ll connect you with
relevant vendors and service providers
– Enquire about our independent
Software selection consulting



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