Mavenlink customers can benefit from streamlined estimates, improved forecasting, and better collaboration
IRVINE, Calif., Nov. 1, 2017— Mavenlink, a leading provider of cloud-based software for the modern services organization and Gartner Cool Vendor*, today announced the release of a new version of its Mavenlink Project Management and Resource Planning solution, available through AppExchange, empowering businesses to connect with their customers, partners and employees in entirely new ways. The solution improves alignment, transparency, forecasting, and speed of execution in the sales and delivery of professional services. Mavenlink will demonstrate the solution at Dreamforce 2017.
Built on the Salesforce Platform, Mavenlink Project Management and Resource Planning is currently available on the AppExchange.
Mavenlink’s comprehensive solution is designed to help professional services, such as IT services, marketing services, and consulting services, better operate and perform in the networked economy. Mavenlink goes beyond traditional professional services automation tools by incorporating advanced project management, collaboration, resource management, project accounting, and business intelligence in a single platform. Additionally, Mavenlink integrates with Salesforce Sales Cloud to give delivery teams insight into the sales pipeline, enabling more accurate forecasting and increased communication between sales teams.
"The integration between Salesforce and Mavenlink is smooth, and setup was as easy as selecting a few options to get it turned on,” said Amanda Davenport, operations analyst, Novo Group. “Connecting Mavenlink with Salesforce has helped our firm get our service delivery and sales teams better aligned and effectively forecast resource needs based on what's coming in the pipeline."
Improving the Speed and Accuracy of Services Forecasting
New updates to Mavenlink’s solution were specifically designed to streamline the process of estimating new services work and then turning those estimates into executable projects once a deal is closed. Updates include:
- Triggering of Estimates: Organizations are able to automatically trigger the development of project estimates at a desired stage of the sales cycle.
- Improved User Interface: The new update is compatible with Salesforce Lightning and easier to use, giving relationship owners real-time visibility into ongoing projects.
- New Logging Feature: A new logging feature makes reporting easier and supplements capabilities for tracking budget, project work, forecasting, and communication.
- Improved Configurability: Standard and advanced configurability have been added to increase efficiency and platform agility.
- Increased User Control: Users can automatically generate projects from Salesforce opportunities and influence titles, budget and project leads as desired.
Integrations With Enterprise Software Aligns Professional Services With Clients
In addition to Salesforce, Mavenlink also integrates with other enterprise resource planning, CRM, accounting, agile development, productivity, and document management solutions, such as Netsuite, Intacct, Oracle, SAP, Workday, Jira, Google Drive, Xero, and Expensify to connect the critical systems stack in a services business. Each connection is powered by a cutting-edge extensible integration platform that eliminates the need for costly middleware and enables system administrators to tailor the solution to their needs.
“With Mavenlink’s API-first strategy, our customers can take control and shape their broader technology footprint to fit their own needs, large and small, and really reimagine how they want to structure their business interactions,” said Roger Neel, CTO of Mavenlink. “In this sense, using Mavenlink can be a competitive advantage that helps unlock strategic growth. Mavenlink is not simply a technology, but also a platform helping services organizations thrive in the digital era.”
To learn more, please visit Mavenlink at booth 1742 in the Customer Success Expo at the Moscone South at Dreamforce 2017 on November 6th-9th. For more information on Mavenlink's AppExchange offering, visit www.mavenlink.com/salesforce.
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