Category Match

Pricing

Integrate with

Supported Application:

FinancialForce

Specifically, we at Muse Operations are interested in FinancialForce PSA - for capacity planning and scheduling work. FinancialForce has several different versions and is native to the Salesforce platform.

Muse Operations specializes in implementing and integrating applications for running Operations teams.

Chat with us about how you might use this app with your team

FinancialForce

Contact sales :(

Also: Set SLAs for this app

Sync your data to Salesforce and track your team as they move work forward. Set goals for timelines, response/cycle times, work in progress, and more. Any process, any object in Salesforce.

Flowdometer: set timeline SLAs for

FinancialForce

data in Salesforce

See the Flowdometer Demo

Substitutes and Compliments

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Lessons Learned in Software

From Our Blog:

Blog

Post by

Danny Garfield

Sep

3

in

Guides

How to Assign Fulfillment in Salesforce

Our guide on how to Assign Orders for Fulfillment in Salesforce - how to think about the tradeoffs between speed, fairness, escalating orders for VIP customers, assigning based on customer tiers, territory-based assignment, etc. We also run through doing order triage using round robin assignment, or pull-based assignment using an unassigned queue, whether using Opportunities or even Custom Objects.

My Two Biggest Mistakes in an Operations Job

Does your operations team have to be superheroes just to keep the business running? Does it feel like your pursuit of a business metric or KPI has lost sight of what makes your customer happy? Does your company work with a third party as part of fulfillment? Learn from Harrison Johnson as he recounts some of the biggest mistakes from his time running Partner Management at Managed by Q, and the lessons he learned to align his team to fulfillment and happy customers.

The Hidden Power of Scheduled Reports

Experienced operators have a 360 degree view of their team's work without ever having to go digging - data comes to them, updating them with any and everything they need to know, all through the power of scheduled reports. Use these best practices we've observed in our consulting work to harness the incredible power of scheduled reports.

FinancialForce

Also: Set SLAs for this app

Free Tools for This App:

Demo

Related Apps

Mavenlink

Taskray

Wrangle

Process Street

From Our Blog:

How to Assign Fulfillment in Salesforce

My Two Biggest Mistakes in an Operations Job

The Hidden Power of Scheduled Reports