Blogs
Salesforce native vs. Non-native: What’s better for PS teams
Is going Salesforce native right for your services org? Let’s break down the pros, cons, and better alternatives.
Blogs
The path to an intelligent, high-efficiency service delivery organization
Service teams are embracing AI and automation to streamline workflows and boost revenue. Discover how it helps teams work smarter.
Propel25
7 must-attend professional services events in 2025
Stay ahead of the game in 2025 by attending the top events for professional services leaders. Gain insights and elevate your strategy.
Preflight Conversations
Redefining 'live' customers and value realization in SaaS
Learn how SaaS teams can redefine 'live' customers and optimize value realization strategies to enhance customer success and drive outcomes.
Best Practices
Simplifying service offerings for better customer value
Learn how to streamline and simplify your service offerings to enhance customer decision-making, reduce complexity, and boost satisfaction.
Best Practices
2025 goal setting for professional services organizations
Discover strategies for aligning Professional Services with company goals to enhance customer satisfaction and drive recurring revenue.
Blogs
Scaling your professional services business with automation
Learn how automation can help scale your professional services business, streamline operations, and overcome growth challenges efficiently.
Propel24
Starting the journey to productize your services
Sadee Akthar shares key insights at the PropelX conference on productizing services and enhancing customer experience.
Propel24
The case for professional services as subscription
Learn how subscription-based professional services boost recurring revenue, enhance client satisfaction, and drive sustainable SaaS growth.
Blogs
The importance of an efficient resource request workflow
From benefits to challenges, this blog explores the importance and impact of an efficient resource request workflow for client projects.
Best Practices
Reporting in PSA software: Techniques and best practices
Learn how to leverage reporting features to gain insights, enhance project management, and drive business success in professional services.
Propel24
3 truth-seeking questions to drive alignment during every implementation
Bob London shares three truth-seeking questions to enhance alignment and uncover valuable insights during customer implementations.
Propel24
Navigating the services journey:
Onboarding to professional services
During this session of Propel24, Preethie Vimalan explores Freshwork's journey from onboarding to establishing a professional services team.
Propel24
Pricing for professional services profitability
Learn to create pricing models, leverage historical data, and optimize customer journeys for better profitability and service delivery.
Propel24
A results-driven customer onboarding strategy
Learn strategies to ensure onboarding success, drive impactful results during customer onboarding, and ensure customer satisfaction
Propel24
The 3 data mistakes that are slowly killing your business
Is poor adoption and low upsell hindering your business success? Discover the top 3 data mistakes and how to fix them.
Blogs
How to master expense tracking: A guide for services firms
Discover expert strategies for mastering expense tracking and streamlining finances with this comprehensive guide.
Blogs
Software implementation plan: 6 crucial steps
Learn how to implement your software for a new customer with a free template using this step-by-step guide.
Blogs
Benefits of professional services subscription model
Take your professional services to new heights with a subscription model that ensures your and your client's success and satisfaction.
Blogs
How to track and improve TTV for implementation projects
Learn best practices to optimize and improve time-to-value for implementation projects.
Blogs
6 ways resource leveling could help with your next project
Discover how resource leveling can improve project efficiency. Dive into 6 ways resource leveling can enhance your next project's success.
Blogs
Resource leveling vs. resource allocation
Explore the differences between resource leveling and resource allocation in project management and how they contribute to project success.
Preflight Conversations
Enhancing customer implementations with launch materials
Explore insights from industry experts on the types of launch materials that can be provided during customer implementations.
Best Practices
A guide to effective client communication and collaboration for PS firms
Enhance client relationships and streamline collaboration for your professional services firm with this comprehensive guide.
Blogs
What is project governance: Unraveling its components, frameworks, and examples
Learn what project governance is, the components, frameworks and how it can help in ensuring ultimate project success.
Blogs
Understanding float and why it matters in project management
Explore the importance of float in project management. Discover how flexibility impacts success, risk mitigation, and resource allocation.
Blogs
Hybrid project management: How can it help your business?
Dive deeper into the concept of hybrid project management and its role in fostering stronger teams and driving continuous business growth.
Blogs
Retainers for professional services
An in-depth walkthrough on what retainers are, their benefits, and how they can help in professional services projects.
Best Practices
Tips for overcoming objections to time tracking in the workplace
Discover effective strategies to address common objections to time tracking and successfully gain team buy-in to enhance productivity
Guides
How to become a resource manager: A complete guide
Learn how to start your career, develop essential skills, and excel in this role of resource manager with our comprehensive guide.
Guides
How to create a project roadmap in 6 simple steps
Explore the importance, rationale, and practical steps in creating a project roadmap, enabling you to maximize your project's success.
Blogs
Can time tracking software boost your bottom line?
Find out how time tracking software can help you achieve peak profitability. Leverage accurate time monitoring to optimize productivity.
Best Practices
Top 5 communication techniques to improve and foster strong client relationships
Changes and best practices you will need to ace your client communication game and improve your client management strategy.
Blogs
PPM vs PSA software: What's the difference?
Learn the differences between PPM and PSA software, and find the right fit for your project and resource management needs.
Resources
A RACI chart for effective cross-functional collaboration
Explore how the strategic use of RACI charts boosts cross-functional collaboration and optimizes overall project execution
Best Practices
8 things you need to have in place for solid project governance
Here are the 8 must-haves for establishing good project governance across your projects and to improve overall project efficiency.
Propel23
Building a global implementation function - first-year focus areas to ensure you see results
Explore what it takes to build an implementation team from scratch and how it reflects on the project outcome and overall company growth.
Propel23
Partner-led customer onboarding: Scaling faster, smarter
Discover a detailed walkthrough on the benefits of partner-led customer onboarding and how to use it for an enhanced customer experience.
Propel23
The world of persona-based customer onboarding with Jarvis Harris
A deep dive into persona-based customer onboarding and the importance of defining personas to achieve a seamless onboarding experience.
Blogs
Balancing client satisfaction and billable utilization: What you need to know
Learn how to optimize billable utilization while ensuring client satisfaction. Increase productivity today!
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