Professional Services Operations

Streamline Your Professional Services Operations (PSO) with SOLO SAP

automation

CRM

monday.com

salesCRM

integration

#automation

#CRM

#mondaydotcom

#salesCRM

#integration

Why Choose SOLO SAPs' PSO?

Discover what sets us and our solution apart from the competition

ONE-STOP SOLUTION WITHIN MONDAY.COM

Our solution is fully embedded within monday.com, providing a unified platform for all your consultancy needs. No need to switch between multiple tools.

ELIMINATION OF SILOS

Break down communication barriers between departments. Ensure everyone from sales to project teams is aligned and informed.

ENHANCED INTERNAL & CLIENT COMMUNICATION

Improve transparency and keep your clients in the loop with real-time updates. Easily share project status, milestones, and reports.

ONE-STOP SOLUTION WITHIN MONDAY.COM

Our solution is fully embedded within monday.com, providing a unified platform for all your consultancy needs. No need to switch between multiple tools.

ONE-STOP SOLUTION WITHIN MONDAY.COM

Our solution is fully embedded within monday.com, providing a unified platform for all your consultancy needs. No need to switch between multiple tools.

ONE-STOP SOLUTION WITHIN MONDAY.COM

Our solution is fully embedded within monday.com, providing a unified platform for all your consultancy needs. No need to switch between multiple tools.

The All-In-One Solution for Your Professional Services Operations - How Does it Work?

01. Lead management

Effortlessly capture and track all incoming leads in a centralized place. Ensure no lead is ever missed with our intuitive lead management system. Automatically distribute lead information across contact, company, and opportunity boards to ensure comprehensive tracking.

02. Contact & Company Management

Automatically organize and update contact and company information. Our solution prevents duplicate entries, ensuring that contact and company details are organized and up-to-date.

03. Opportunity Tracking

Monitor and manage sales opportunities with ease. Forecast closing probabilities, and deal values, and ensure every opportunity is pursued effectively.

04. Project Management

Once a deal is won, it’s automatically transitioned into the projects board. Plan tasks, assign teams, and track progress all within one platform.