Integrations
Connection of 2 or more systems to ensure data is flowing in real-time. Often to reduce manual input.
Integration
Heavy Excel users. Ask a lot of targeted questions, and may act like they know more than you do.
Consulting
The first step we take when a NEW lead comes into our name that we are planning to call and email.
Switch to "Hot Lead"
When should we follow-up with NEW leads?
As soon as we can, (after brief research)
The most common integration geared towards AGILE project management. Hint: Common in Software Development teams
Jira (Azure DevOps is acceptable)
Most common vertical that comes to us NOT currently tracking time.
Agency
Two sources that we check if we have the company name BEFORE calling.
Salesforce (Client/Open Opp)
Linkedin (Verify Employees/Use Case)
Provide an example of why Kantata is specific to Professional Services Organizations.
Profitability, Bill rates, any client-facing functionality
Name two GLs that we integrate with.
Netsuite, Sage Intacct, Quickbooks, Great Plains. (the list goes on)
A company with a small portion of its organization in professional services. (Most commonly Software)
Embedded / ESO
We use this to look up the appropriate Account Executive for a 51-200 Consultancy.
Commercial Lead Assignment Tool
How do we describe the situation of having many separate software tools in place that do not communicate?
Disparate Tools/ Lack of a centralized system / Poor data quality