As with any technology decision related to your business, the choice of a PSA software is going to be contingent upon the unique setup of your business, your goals, and your limitations. Some features you may want to consider when making a professional services automation software purchasing decision include:
Current Tech Stack: Even the best PSA software in the marketplace can be a misfire if it doesn’t integrate with the tools you are using for your CRM, accounting, inventory, and marketing processes.
Your Team’s Technology Prowess: Some businesses have an extensive internal IT team to support their new tools or a tech-savvy team that is ready to adapt to new software; others don’t. Many businesses fail at this point because they select a PSA solution that checks all the boxes, but the team can’t get up to speed quickly enough.
Plans for the Future: Be sure your PSA software choice matches your business objectives in both the short and long-term, including the ability to scale over time or to pivot due to circumstances that may arise.
Your Customer: An often-overlooked component of the addition of new tech is the customer experience. Your new technology should account for any changes to the customer experience, both positive and negative.
Implementation and Maintenance: Beyond ensuring your team can use the PSA software, you’ll need to consider the ease with which it can be implemented and what type of maintenance it will require.
Security: In today’s technology environment, any vulnerabilities to your data and the internal infrastructure of your business should always be at the forefront.