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Description
Uncover, recognize, and link top-performing teams to enhance business value through effective project management execution. Make skills and opportunities visible, enabling your workforce and teams to elevate their performance. Unlock the complete potential of organizational expertise by providing immediate access to it when needed. Foster engagement among talent based on shared objectives to create well-balanced organizations centered around project-driven communities. Enhance collaborative efforts across workstreams to maximize efficiency and productivity both locally and globally, ensuring that every team member contributes to overarching goals. By doing so, organizations can foster an environment where innovative solutions thrive.
Description
Planview ChangePoint automates professional services automation for service-first businesses, allowing them to reduce quote-to cash and increase profitability.
ChangePoint Services Automation (SA), an end-to-end software application that powers the entire engagement lifecycle, is a Professional, Managed, or Embedded service software application. ChangePoint SA facilitates efficient orchestration of engagements and projects. It does this by identifying service opportunities, contract and project management, invoicing, and revenue recognition. This allows for better financial control, informed business planning, and increased revenue growth. All key information about customers is grouped in a way that makes sense. Keep track of your key customer contacts so you can reach them whenever needed. Based on the most important KPIs, you can instantly assess the health of your customer lifecycle. You can capitalize on every financial opportunity by understanding every aspect of the customer's lifecycle.
API Access
Has API
API Access
Has API
Integrations
Cognita
EnNovate
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
SAP ERP
SOFTRAX Revenue Management System
Salesforce
Sugar Sell
Integrations
Cognita
EnNovate
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
SAP ERP
SOFTRAX Revenue Management System
Salesforce
Sugar Sell
Pricing Details
$40 per user per month
Free Trial
Free Version
Pricing Details
Changepoint Services Automation (SA) has not provided pricing information for this product or service. This is common practice for software vendors and service providers. Contact Changepoint Services Automation (SA) to obtain current pricing.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
IdeasCast
Founded
2015
Country
United Kingdom
Website
www.opusview.com
Vendor Details
Company Name
Planview
Founded
1989
Country
United States
Website
www.planview.com/products-solutions/products/changepoint/
Product Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Product Features
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking