Assistance PSA for Microsoft Dynamics CRM 2011

Pros

This is an application that goes in fast so you can get a quick ROI.

Cons

There really isn't any thing not too like.

• Price: 5
• Deployment Time: 5
• Needs Met: 4.5
• Compatibility: 4.5
• Performance: 5

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Pros

When a solution perfectly match with customers needs.

Cons

Silverlight parts may be more integrated in Dynamics CRM style.

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

I really like how seamlessly the Assistance PSA works with Microsoft Dynamics CRM

Cons

The lack of learning options, a pdf with thorough instructions would be nice

• Price: 5
• Deployment Time: 4.5
• Needs Met: 5
• Compatibility: 4.5
• Performance: 5

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Pros

Its amaizing when you find exactly what you need... and it happend with PSA solution.

Cons

I cant find anything.

Additional Comments

PSA team is really one of the best teams i have work with. (Almost 6 year experince in MS CRM world...)

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

Easy to understand, great value for our users. Fast to get up and use. A true add-on module for Microsoft Dynaamics CRM!

Cons

Nothing

Additional Comments

They are very aggresively adding new functionality every new release, really investing in the product.

• Price: 4.5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

The flexibility of the solution to evolve together with your business

Cons

None at the moment

• Price: 3
• Deployment Time: 5
• Needs Met: 3.5
• Compatibility: 4
• Performance: 3.5

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Pros

Rich functionality which covers basically the majority of requirements for our organisation in the area of Professional Services Automation. It hase a nice userinterface well known from Microsoft desktop apps.

Cons

We are still evaluation how we can integrate this solution with our current systems like Exact and our current sales system. Also we need to better understand how to migrate existing data.

Additional Comments

Please note that this is an updated review. The webinar, the testdrive possibilities and sales support from Assistance is very professional and appreciated. We dont buy features and functions, we need a business solution and Assistance understands the world we are coming from.

• Price: 5
• Deployment Time: 5
• Needs Met: 4.5
• Compatibility: 4
• Performance: 5

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Pros

Assistant PSA is a great Project Management Solution which integrates full into standard CRM. Creat Projects out of opportunities, structure the project using the Gantt-Chart, allocate resources based on their availability, let them register time and Invoice your customers. There is a lot more! What I really like is how fast Assistance pushes the product forward.

Cons

We are not yet live - but are working on it ;-)

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

Asssistance PSA takes advantage of the power of Microsoft CRM while meeting the unique needs of project based professional services organizations. Entering time takes very little and is intuitive.

Cons

Nothing to comment on at this time.

• Price: 4
• Deployment Time: 3.5
• Needs Met: 5
• Compatibility: 5
• Performance: 4.5

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Pros

Everything in one application and database. Great flexibility in customizations and making own reports with charts.

Cons

Grids could be a bit more like Excel (for example totals and groupings)

• Price: 4
• Deployment Time: 4
• Needs Met: 5
• Compatibility: 5
• Performance: 4

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Pros

PSA for Microsoft Dynamics is e very rich and userfriendly application for knowledge workers within profesional service companies. Its a real frontoffice application that is seemlessly integrated into Microsoft Outlook and can also be used as a webbased solution so it is accesible from any computer/device if you have internet and a browser.

Cons

I do not have any negative points it really a great solution. We like to be more involved in future functionality/roadmap.

• Price: 4
• Deployment Time: 5
• Needs Met: 4
• Compatibility: 4
• Performance: 4

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Pros

The User Interface is clear, simple and intuitive. Our consultants are able to use it quickly remotely and can update tasks from their Blackberry's simply. It’s not a Technical tool which for us makes it better than the overly technical competitors who have focused on Functions rather than the User Experience. We will continue to use MS Project in the Head office but everybody will have visibility of Projects and Resources were ever they are. Consultants expenses and Time recording is a dream.

Cons

Programme view of projects not in the current release but will be in the next. No ability to import existing projects into the Gannt chart but again its planned.

Additional Comments

Trial it now, its simple.

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 4.5
• Performance: 4.5

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Pros

Assistance PSA is an easy to use tool for our consultants and required miminal training. We love easily uploading our time from Outlook and the flexible reporting capabilities with advanced finds.

Cons

In hindsight, we would have purchased a more comprehensive implementation service plan from Assistance as opposed to trying to do it via the quick implementation option.

Additional Comments

We love using Assistance PSA. The Assistance Consultants are knowledgeable, the support team is incredibly responsive. We've had great success with our implementation.

• Price: 5
• Deployment Time: 5
• Needs Met: 4
• Compatibility: 5
• Performance: 4

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Pros

We implemented the solution and used the Fast track - went very well. PSA is user friendly and has great functionalities such as the Gantt Chart now integrated with the estimation module and the Sales forecast.

Cons

To fully benefit from PSA, knowledge of CRM 2011 is preferable.

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

I really like how Assistance PSA integrates to Outlook to record consultants time against projects. It makes it very easy for a consultant to link an existing appointment in Outlook to a project in PSA and capture the time. The Gantt chart tracking is great as well.

Cons

I have not found anything that I do not like at this point.

Additional Comments

A lot of functionality for the price. Seamlessly integrated with Dynamics CRM.

• Price: 5
• Deployment Time: 5
• Needs Met: 4.5
• Compatibility: 5
• Performance: 5

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Pros

Standard solution, flexible on CRM2011 platform. Easyness of deployment. Clear and easy to use for all within the organisation

Cons

non full PM tool

Additional Comments

averall good

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

We like the depth of functionality and capability along with the ability to customise just like CRM

Cons

.

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

I love the integration with Outlook. It is easy to template project structure to be used with each new project. The new Gantt charting with appointments and activities works well

Cons

So far I like it all.

Additional Comments

The staff at PSA are always willing to help with the technical integration to NAV or the configuration of the software. thank you!

• Price: 5
• Deployment Time: 4
• Needs Met: 4
• Compatibility: 5
• Performance: 5

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Pros

User interface, integration within the Microsoft Platform

Cons

Nothing.

• Price: 5
• Deployment Time: 5
• Needs Met: 3.5
• Compatibility: 4.5
• Performance: 5

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Pros

After a short trial period we definitely what to implement this on our production environment. The solution can be configured verry easy according our Projectstructure.

Cons

N.A.

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

Robust practice management solution for a professional service organization that is embedded right in CRM 2011. Being embedded in CRM provides for great insight from opportunity through delivery. Time entry is made seamless and easy through tight integration of Outlook. One click to coverting appointments to project time entry!

Cons

Nothing

• Price: 3.5
• Deployment Time: 5
• Needs Met: 4
• Compatibility: 5
• Performance: 4.5

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Pros

Incredibly easy to use, very high security based on roles and very nice to look at.

Cons

nothing.

Additional Comments

Projectmanagement has never been more fun.

• Price: 4.5
• Deployment Time: 5
• Needs Met: 4.5
• Compatibility: 5
• Performance: 5

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Pros

This solution gives me all the project management automation functionality I need. It is seaming less integrated in CRM. Because of the Outlook integration they use it is very easy for all users to book hours on one of the projects. The software covers everything from the first lead to the final invoice.

Cons

None

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

I like the intergration between outlook, CRM and the projects. The flexibility with the hourrates and invoicing is superb. Everything is easy to analyse for every role in the company.

Cons

None

Additional Comments

I think this is a perfect solution for al lot of companies.

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

I think the unique seemless integration with Microsoft Outlook is a blessing. I now have to enter my time only in Outlook en retrieve it in my timesheet in Assistance PSA and i'm done!!!

Cons

It seems unlikely, but I have to say that I like everything about it, there are no negative points.

Additional Comments

This solution is one I have been waiting for for a long time. I can now do my projectmanagement in an easy familiar way and on top of that I can use the power of Microsoft CRM to customize it in anyway my conpany requires.

• Price: 4.5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

A piece of cake to enter your time!Very powerfull and unique because of the intgerration with outlook,

Cons

I just liked it

• Price: 4
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 4.5
• Performance: 3.5

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Pros

The combination of CRM with a great projectmanagement system makes it a perfect solution. Booking hours and expenses is, using Outlook integration, very simple and easy to use.

Cons

I can't think of anything

• Price: 4.5
• Deployment Time: 5
• Needs Met: 4.5
• Compatibility: 5
• Performance: 5

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Pros

The integration with Microsoft Outlook is really great. Just importing your Outlook appointments and they can be saved as worked hours on your projects. The projectsheets are immediately showing an overwiew of the status of the project, spent hours and financial status.

Cons

Nothing

• Price: 5
• Deployment Time: 5
• Needs Met: 4
• Compatibility: 5
• Performance: 5

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Pros

This is a great application for Project Management, time sheets and expenses, embedded in CRM 2011! The integartion with Outlook is easy and very powerfull.

Cons

Nothing...

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 4.5
• Performance: 5

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Pros

Using this solution within the familiar interface of CRM creates a complete business process application. From managing your contacts and creating your projects to import your outlook appointments to book your hours and creating invoices.

Cons

N.A.

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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