Project-Based Sales Pricing and Planning
Parallax allows sales and delivery teams to collaborate on sales pricing, forecasting, and resource allocations, empowering you to sell with confidence.
Create a Shared Perspective
Pricing projects and then managing them to plan can be a massive headache. And it usually stems from the lack of visibility and transparency across sales and delivery teams. With Parallax, sales teams can price sales opportunities earlier and more consistently using common patterns and insights from your most repeatable services – creating a shared perspective across the organization.
Price and Plan With Confidence
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CRM Integration
Confident Pricing and Planning
Parallax integrates with leading CRM and sales funnel software like HubSpot, Pipedrive, and Salesforce to help sales people associate common service offerings with new deals. It enables teams to quickly price deals based on common service templates and resource plans: with revenue, pricing, and margin included. Confident pricing, transparent planning, and tighter alignment with project delivery and resource management allows your team to be proactive when scheduling resources and forecasting future demand.
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Service Offering Templates
Focused Sales Efforts
Sales and delivery leadership teams using Parallax’s service offering templates as a best practice for the majority of new deals in the sales pipeline enjoy significantly higher bid-to-win ratios, higher on-time delivery rates, and higher project margin. Parallax creates a shared understanding of how demand (and profitability) of your service offerings changes over time and allows sales to focus their efforts on deals that best align with business goals.
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Real-Time Capacity Insights
Transparent Resource Planning
Maintaining a real-time, accurate view of resource capacity by department, team, role, or key people compared to the demand in the sales pipeline allows digital services companies to confidently plan and price new deals based on the available capacity. Parallax helps improve overall utilization and profitability, and creates tighter alignment between sales and delivery teams.
Confident Pricing and Planning
Parallax integrates with leading CRM and sales funnel software like HubSpot, Pipedrive, and Salesforce to help sales people associate common service offerings with new deals. It enables teams to quickly price deals based on common service templates and resource plans: with revenue, pricing, and margin included. Confident pricing, transparent planning, and tighter alignment with project delivery and resource management allows your team to be proactive when scheduling resources and forecasting future demand.
“Implementing Parallax has helped us to adopt several new practices that have reduced inconsistency and heroism in our processes. For example, the concept of predefined shapes has improved collaboration between sales and delivery. The revenue and utilization reports have given us ready and convenient access to data that is helping us turn more of our time into revenue.”
Take Your Tools to The Next Level
Curate a shared perspective with the tools you already use. Parallax delivers predictive resourcing and active forecasting without forcing delivery teams to change.
5 Sales Operations Best Practices for a Professional Service Organization
Adopting these sales operations best practices will help you bring in good, consistent work and strengthen relationships across teams.