AUTOMATING PROFITABLE GROWTHTM

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AUTOMATING PROFITABLE GROWTHTM

Professional Services Automation

Professional Services Automation
ZINFI"s Professional Services Automation (PSA) combines Customer Relationship Management (CRM), help desk, project management, dispatching and resource management into a seamless business process automation platform. Our PSA platform integrates with industry leading financial and reporting systems to give you detailed time-tracking, billing, reporting and auditing abilities. We can enable you to cut costs and grow your revenue at the same time by leveraging a state-of-the-art business automation platform.

Business Objective
Modules
Benefits

Demand Generation Campaigns
Generate new opportunities from your existing install base or target new prospects to consider your products and services.

Product Collateral Sharing & eCommerce
Make your existing and new customers aware of your product and solution portfolio. Sell and renew products and services online.

Partner Communication & Collaboration
Keep your partners informed of product and company information, and engage them to share best practices to drive profitable revenue growth.

Event (Webinars & Seminars) Management
Run and seamlessly manage online and offline events through ZINFI's state-of-the-art event management module.

Customer Training & Certification
Train your customers their certification status through ZINFI's state-of-the-art eLearning management platform.

Lead Distribution & Management
Distribute leads to your partners from tradeshows and events that your team attends, and track progress through a global dashboard.

Project Tracking & Resource Management
Track your customer projects, billable hours, resources and project progress through an integrated online project management system.

IT Help Desk Management
Track open tickets by customer accounts, and integrate them with other monitoring and management platform for seamless tracking and ROI.

Add-On Integration
  • Microsoft Exchange
  • QuickBooks
Integrate ZINFI's PSA platform to other business platforms, e.g., Microsoft Exchange, QuickBooks, etc.