CRM Service

Services teams in every industry struggle to put the right people on the right projects for successful delivery to internal and external customers. Appirio offers solutions to more effectively manage what's core to your business: your people, your customers, your projects, and your transactions.




Appirio has an integrated approach to services management. We power each step of the business processes at the core of a services organization. When you have a new hire, a new customer, a new project, or new transaction, you want to start it cleanly, run it effectively, manage it efficiently with the rest of your portfolio, and ensure that you are capturing the knowledge you need to optimize and improve. Our executive team has managed large services teams at companies like Borland, WebMethods, and NetSuite. We know that traditional Professional Service Automation (PSA) applications are monolithic point solutions that are difficult to integrate with the rest of your business. They are hard-coded, difficult to personalize, and not built to work in today's boundary-less enterprise.

That's why we used a different approach at Appirio. We built a set of core PSA functionality on Force.com to support the growth of our own services business-- that application has supported a four-fold increase in employees over the last 18 months. We now offer that application on the AppExchange, available today as PS Essentials. And that solution is just the beginning-- our vision is to offer a solution that brings together Sales Force Automation, Service and Support, Partner Relationship Management, and traditional Professional Service Automation to support all the core business processes of a services firm:

Manage your People from "Hire to Retire": Including end-to end recruiting and on-boarding, complete skills and learning management, and predictive resource planning

Manage your Customers from "Lead to Re-Order": Including customer portfolio management, knowledge management, and performance management

Manage your Projects from "Scope to Delivery": Including integrated load balancing, project portfolio management, IP knowledge management, and project lifecycle performance management


Manage your Transactions from "Order to Cash": Including pipeline and forecasting, integrated timecard and expense, and financial performance management