Compare Promys PSA vs Scoop Solar vs Precursive

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Software Description:

Promys Enterprise PSA automates professional services and complete business process with CRM, quoting, procurement, invoicing, help desk, and customer tracking. It encompasses all these functions into one comprehensive automation solution, that is particularly suitable for midsize IT businesses.

The Promys help desk tool enables business owners to see client assets under a service deal or blanket agreements in form of tickets. Users can set up workflows, color coding and escalations and definite various ticket priorities. There is also a project management module, providing detailed profitability visibility, and budget analytics.

Except for service automation, Promys also provides customer self-service portal, resource scheduling, and integrations with frequently used business applications.

Software Description:

Access powerful data, people and projects at your fingertips with the world's most intuitive mobile solution. Scoop Solar is a flexible platform optimized for web and mobile, which enables office and field staff to work in real time together while being data-driven. Eliminate email chains, paper-based forms, slow communication and unclear status updates by consolidating the steps in your work processes into one, easy-to-manage platform.

Scoop Solutions:

Solar Installation:
* Speed up your contract-to-cash timeline by reducing frustrations due to missing customer data, skipped steps and guesswork. Equip your installation crews with all the details and mobile form steps they need assure quality and increase customer satisfaction!

Solar O&M:
* Help your O&M team get steps right the first time, every time by providing them with remote support, offline access to historical data and standardized steps through mobile-optimized smart forms. Scoop's 1-click reporting feature also helps you deliver results to your customer faster.

Solar Sales:
* Eliminate manual steps, lower admin work and save repeated truck rolls! Keep your rate of cancellation down by increasing data integrity through mobile forms that standardize your sales reps' data collection process.

Scoop Features:

Enable faster communication, better data collection and less administrative work with features such as:
* A drag-and-drop app builder
* Automatic syncing
* Task assignment and tracking
* Multimedia capabilities
* Mobile-optimized smart forms
* Flexible integration options into other project management, CRM, asset management software
* 1-click report generation, and more!

Solve your challenges in streamlining, managing and tracking projects in solar installation, O&M and sales functions. Scoop's flexible platform can be catered to create solutions that don't uproot your existing processes. Contact us to book your free personalized demo today!

Software Description:

Connect sales and project teams in Salesforce and take customer experience to the next level. Put together the right teams to win more bids with dynamic resource allocation. Stay ahead of demand and improve project performance to make customers happy!

Connect Sales and Delivery Teams
Our app is 100% native to SFDC so you can automate the creation of projects from Salesforce opportunities with customer requirements. Mobilise resources quicker, make customers happy and increase profitability.

Win More Bids and RFPs
Stay one step ahead of your customer needs. Get the right skills and knowledge onto bid teams quickly to win more deals. Be more responsive and agile than your competition.

Meaningful project data and analytics
Avoid projects going off course and costs getting out of control. Track project progress including costs and margin. Get real-time data and analytics on forecasts, revenues, and utilization.

Our customers include Agilisys, Arqiva, BT, Comcast, Essentra, Kantar Futures, SES Networks, Omnicom, RenderThat, Softcat Plc, Torrent Consulting, Unified, and WPP.

Results seen

20% revenue growth
35% reduction in costs
15% increase in EBITDA
25% improvement in customer retention

Precursive will seamlessly integrate with Salesforce CRM, CPQ, Field Service and Wave Analytics. We are the preferred solution for mid-market and enterprise Media and Agencies, Consulting, and High Tech/Telecoms.

Precursive helps technology & service companies to grow through pragmatic digital transformation. Forward-thinking companies recognize that digital workforce planning is critical to creating customer loyalty. By managing customer demand more effectively and ensuring that projects run smoothly - you can grow, renew, up-sell and cross-sell more.

Pre-Sales | Bid Management | Sales & Delivery Alignment | Workforce Planning | Resource Allocation | Skills Matrix | Project Accounting | Combine Sales and Delivery Data for Capacity Planning | Utilisation Reporting

Our team has a breadth of experience from previous work at CEB, Deloitte, Gartner, Open-Text, Roche and Infosys

Features:

  • Billing/Invoicing
  • CRM Integration
  • Customer Management
  • Task Scheduling/Tracking
  • Inventory Tracking
  • Google Apps Integration
  • Data Import
  • Data Export
  • Scheduling
  • Calendar Management
  • Contact Management
  • Notifications
  • Budgeting
  • Dashboard
  • Forecasting
  • External Integrations
  • Email Integration
  • API
  • Project Management
  • Expense Tracking

Features:

  • Data Visualization
  • Task Scheduling/Tracking
  • Dashboard
  • File Transfer
  • File Sharing
  • External Integrations
  • Batch Permissions & Access
  • API
  • Data Export
  • Data Import
  • Multi-User
  • Project Management
  • Notifications

Features:

  • External Integrations
  • Project Management
  • Notifications
  • Multi-User
  • API
  • Data Import
  • Data Export

Summary:

  • CRM

  • Quoting

  • Help Desk

  • Dashboard Ticket Tracking

  • Project Task Schedule

  • Job Costing

  • Real-Time Costing Against Budget Information

  • Single Screen Visibility For Invoicing

  • Purchasing

  • Time & Expenses

Summary:

  • Create customized work apps™ with a drag-and-drop app builder

  • Standardize photo checklists and field process forms

  • Multimedia and documents are automatically organized and accessible via desktop or mobile

  • Get rid of paper forms, emails, spreadsheets, etc. with mobile-optimized smart forms

  • Offline access and automatic sync = perfect for field use

  • One-click report generation saves you hours of admin work per client

  • Enable field engagement with two-way commenting

  • Have extensive control to user access and permissions

  • Flexible integration options via Zapier and a well-documented API

Summary:

  • Workforce planning for the Digital Business.

  • Improve resource allocation to get the right people on projects quickly.

  • Track projects costs and margins in real-time.

  • Align sales activities and delivery/project resources.

  • Increase utilization and project profitability by mobilizing teams effectively.

  • Generate data and analytics on key business metrics to make faster decisions.

  • Enable your staff to work from anywhere and collaborate with their colleagues.

Standard License

$79.00
1 user(s) / month
Included in plan:
  • Subject to quantity discounts
  • Sales Force Automation & Quoting
  • Order Fulfillment
  • Project Management, Time & Expenses
  • Help Desk & Service Contracts
  • Role-Based Security
  • Accounting, RMM & other API’s
  • System Support & Training
  • 24/7 Monitoring
  • 128-bit Security
  • 99.99% System Uptime
  • Solution Upgrades

Field Tech/Engineer License

$39.00
1 user(s) / month
Included in plan:
  • Time Sheets & Expense
  • Project & Service Call Assignments

Spark

$199.00
10 user(s) / month
Included in plan:
  • Up to 10 users
  • Up to 100 new submissions/month
  • Online guides
  • e-ticket support

Helio

$649.00
unlimited user(s) / month
Included in plan:
  • Unlimited users
  • Unlimited storage
  • Up to 300 submissions/month
  • Online guides

Blaze

$1,349.00
unlimited user(s) / month
Included in plan:
  • Unlimited users
  • Unlimited storage
  • Up to 500 new submissions/month
  • Online guides
  • e-ticket support
  • Telephone support
  • Dedicated Success Manager
  • Monthly consult & coach
  • Access to API

Nova

$2,449.00
unlimited user(s) / month
Included in plan:
  • Unlimited users
  • Unlimited storage
  • Up to 700 new submissions/month
  • Online guides
  • e-ticket support
  • Telephone support
  • Dedicated Success Manager
  • Monthly consult & coach
  • Access to API
  • API integration email support
  • API integration direct support

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • No.

  • Does this service offer an API?
  • Yes, Promys offers an API.

  • What platforms does this service support?
  • Promys is a web-based software.

  • Does this service integrate with any other apps?
  • It integrates with Acumatica Cloud ERP, Sage 50c, Microsoft Dynamics GP, Microsoft Outlook, Google Apps, Sage 50 Canada, LogicMonitor, QuickBooks, Continuum, SAP.

  • What is this service generally used for?
  • It is used for Professional Services Automation.

  • Does this service offer guides, tutorials and or customer support?
  • Support offered: Email Support, Phone Support.

  • Who are the main user groups of this service?
  • Main users of this Promys Enterprise are medium-sized IT, MSP, Audio Visual & Physical Security solution providers.

FAQs:

    What platforms does this service support?
  • Scoop has native mobile apps for iOS and Android, as well as a fully-functional web app for desktop access.

  • What are some applications this service is commonly used in tandem with?
  • Two popular applications that our clients use Scoop alongside include Salesforce and Service Max.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, we offer support articles and resources. We are also available to address any questions or concerns via email, and by phone depending on your pricing plan.

  • Does this service integrate with any other apps?
  • Yes, Scoop integrates with Zapier and the hundreds of other apps that it is connected with. We also provide a fully-documented API and support for any custom integrations you may be interested in.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, most of our pricing plans allow for unlimited users as well so your whole team can jump on board without worry!

  • Does this service offer an API?
  • Yes, we provide a fully-documented restful API.

  • What is this service generally used for?
  • Scoop Solar is primarily used for standardizing and streamlining field operations, which include but are not limited to:
    Mobilizing site inspection forms
    Collecting data for pre-sales site visits
    Making the photo checklist process easier
    Organizing customer information in a central place
    Ensuring safety procedures are completed

    Our solutions fit solar sales, O&M and installation teams but we are happy to perform a free consultation with you to see how Scoop can best solve your operational challenges.

  • Who are the main user groups of this service?
  • Scoop is for fast-growing, medium-sized solar companies and their solar sales, O&M and installation teams... essentially anyone who needs to access data or collect data while off-site. Administrators are often VPs/Directors of Operations, Senior Project Managers, and CIOs/COOs. Users are often field service technicians, solar installers, or sales representatives.

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • What are some applications this service is commonly used in tandem with?
    • Native integration with Salesforce
    • Often integrated with finance packages such as Microsoft, Sage, Xero
  • Does this service offer an API?
  • Yes.

  • What platforms does this service support?
    • 100 Native to Salesforce
    • Native for Force.com platform
    • Available on mobile application via Salesforce1 App
  • Does this service offer guides, tutorials and or customer support?
  • We provide comprehensive training, documentation and customer success support.

  • Does this service integrate with any other apps?
    • Native integration with Salesforce
    • We have integrated our solution with Xero, Sage, Smartsheets, Qlik
  • What is this service generally used for?
    • Workforce planning
    • Resource allocation
    • Project planning
    • Project budgeting or accounting
    • Task management
    • Timesheets and Expenses
    • Reporting and Analytics
    • Pre-planning resources against forecast projects
    • Revenue forecasting
  • Who are the main user groups of this service?
  • Our clients typically have 3 tiers of users:

    1) Senior Leadership - COO, CFO, CEO, MD, Head of Bid Management, Head of Pre-Sales, Head of Sales Engineering

    Leaders are typically looking to access data and reporting on a range of metrics including:

    • Utilisation
    • Project or overall portfolio profitability
    • Capacity planning
    • Staff availability
    • Billable vs. Non-billable time
    • How much time spent on key accounts
    • Win rates for pre-sales teams

    2) Project Management and Resource Management - Head of PMO, Project Managers, Programme Managers, Resource Managers

    These managers are looking to plan their projects and/or resources according to customer demands. They can:

    • Set up and track budgets
    • See margins and costs change in real-time
    • Schedule and allocate resources
    • Make resource requests
    • Notify colleagues about changes in scope or requirements

    3) Front-line staff - Consultants, Engineers, Developers, Creatives, Designers

    These people are able to manage and track their time and expenses; as well as get ahead of customer requirements or needs on projects. They can:

    • Complete their timesheets on any device including mobile
    • Plan in their holidays or show when they are working on admin/training
    • Record any personal or project expenses
    • Receive notifications of upcoming projects or tasks

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:
45

Publisher:

Founded:
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Based in:
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Employees:
11-50
Likes:
22
Followers:
251

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Other:

Who uses Promys PSA
  • SMEs
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Scoop Solar
  • SMEs
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
French, English, Spanish
Regional Restrictions:
No restrictions.

Other:

Who uses Precursive
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
Languages:
English
Regional Restrictions:
No restrictions.
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