Best Practices

Tried and true methods are worth paying attention to. It’s often more effective to take a successful company playbook and replicate it, rather than try to reinvent the wheel. Except when it's not. Learn more in this five-minute read.

If you're trying to scale a professional services business, at some point you need to consider implementing a Professional Services Automation (PSA) solution. As a term, PSA is as slippery as any in the technology space, such as CRM or ERP. You can understand what it means generally, but it inevitably prompts many questions.

Wouldn’t it be odd/off-putting if you hired a personal trainer, showed up at the gym, and were immediately thrusted into a workout regime that didn’t support your goal of training for a half-marathon, losing 20 lbs, or simply strengthening your knee after recovering from an injury? It certainly would be. Then why are we as Salesforce consultants doing this with complex, sophisticated technology that spans multiple business functions and supports a large majority of employees?

We’ve got kilt-wearers, bee keepers, surfers, hunters, bookworms and coders, and they all play a part in defining the culture of Kicksaw.