Improvement: PSA and CRM in One Solution

Treat pipeline opportunities and firm backlog equally in the forecasting process

Kimble Functions

Using Kimble, you will be able to:

  • Keep the opportunity and the proposal/engagement in lock step
  • Establish a single source of truth for PSA and CRM (no “integration”)
  • Automatically weight forecasts based on likelihood

Kimble Product Features

  • Access Kimble from within Salesforce (Sales Cloud), just as easily as you access any other tab
  • Opportunity stages drive likelihood of engagements, continually giving you a clear picture of your revenue and resource forecast.
  • Configurable dashboard and reports that expose or hide the desired data

Improvement: Bottom-up Revenue Forecast Based on a Specific Commercial Model

Your revenue forecast is based on the commercial model (T&M, fixed price, managed services, etc.) and the detailed resource profile associated with the opportunity. Kimble has the most comprehensive automatic revenue forecasting functionality.

Kimble Functions

Using Kimble, you will be able to:

  • See an updated forecasts as new data and projects are added and completed
  • Base revenue forecasts on multiple models within one engagement if needed
  • Base revenue numbers on a detailed delivery profile and not a wild guess

Kimble Product Features

  • Templated engagements applied upon creation provide increased reliability of forecast
  • Generic resource placeholders with standard cost/revenue rates provide increased accuracy of forecast
  • Toggle between high-level and detailed resource-based forecasts

Improvement: Include Delivery in the Forecasting Process

Kimble enhances sales forecasting methods by automatically updating revenue forecasts and resource forecasts as management updates and gives feedback on engagements.

Kimble Functions

Using Kimble, you will be able to:

  • Automatically update revenue forecasts updates from project schedule, resource, and milestone changes
  • Automatically update revenue forecasts from project schedule changes, resource changes, and milestone changes
  • See revenue and profit contribution from yet-to-be-sold change orders as part of the overall Engagement

Kimble Product Features

  • The engagement manager need only maintain the engagement (change a resource, change the schedule, update a milestone) and the forecast will change automatically since the forecast is built using this data
  • Salesforce Chatter enables all employees to easily and quickly communicate across departments
  • Ensures you have the right resources available to help sell the project
  • Easily add Change Orders associated with separate opportunities