Product Solutions
Service sales for account managers with their team's workload in mind
Is the team uncomfortable with your commitments?
With Resource Hero, account managers and sales leaders can confidently sell services.
Account teams can use a spreadsheet interface for planning services
Using the Forecast Matrix, you can add resources to your project, set their bill rates, and forecast their hours to see the total resource cost of your project.
The sales team can see the team’s availability as they plan
Find the most optimal and available team members as you forecast work hours with the Forecast Matrix. You’ll see who’s under-booked, within their target, or overbooked without leaving the page.
Manipulate and optimize projects to maximize resource utilization
Use the Forecast Matrix interface to fine-tune and adjust your plan by moving project timelines and swapping resources. The goal is to get everyone in the green to balance workload and maximize profitability.
View real-time project health stats to ensure services are profitable
As your projects are closed and won, you can see charts and reports on your page layout to measure forecasted hours against actual tracked hours. With this data, you can see your projects’ health in real-time and solve issues early.
