Enhancing Professional Service Automation: Unlocking the Power of Integration

Joe DiPaulo
Chief Strategy Officer and Head of Product
October 29, 2024
3
min read
Table of Contents
Back
Back

For Professional Services Organizations, efficiency and profitability are two critical operational focuses. Professional Service Automation (PSA) software plays a vital role in streamlining operations, managing resources, and improving customer relationships. However, with the growing number of applications that professional services firms rely on, the need for seamless integration has never been more necessary. That's why Accelo aims to be the operating system that drives profitable growth while effortlessly integrating with all the tools in your organization's ecosystem. 


At Accelo, we’re working hard to continue to expand and improve our integration capabilities and catalog of system connectors. In Q3, we implemented a new integration Platform as a Service (iPaaS) solution, that is allowing us to optimize integration capabilities with more leading applications and bring new integrations to our customers quickly.  

In Q4, we’re adding significant improvements to our CRM integration capabilities with a key focus on Hubspot. Accelo offers the ability to manage customers, contacts, sales, and quotes within the application. However, we also have clients who use a separate CRM platform to manage their business, which is tightly integrated into our PSA tool. In the latter scenario, we’ll support the expanded use case of integrating “Hubspot Deals” into Accelo so our customers can easily see their sales data, build quotes, initiate customer projects, and work from their Hubspot pipeline data more readily. Looking ahead to 2025, in Q1, we’ll be leveraging those base CRM capabilities to extend our Salesforce integrations. Improving our capabilities with key CRM systems allows us to provide unmatched visibility and insights into customer and operational data and allows our customers to better deliver on their client engagements. 

Integrated “Hubspot Deals” in Accelo


Additionally, We’re making emails sent from within the Accelo system more tightly integrated into our user’s primary email platform providing a better user experience and more robust emailing capability. This is why, in Q4 of this year, we’ll also be improving our best-in-class email integration capabilities with Gmail and Microsoft 365. With this updated functionality, we are also improving the reliability of emails sent and reducing the likelihood that system emails are flagged as spam for recipients.  We’re actively focused on our customer’s operations to make sure nothing falls through the cracks during client engagements. The better the data that is connected to Accelo’s Stream function, the better the contextual insight our customers will have to their client engagements.  We continue to deliver improvements to help streamline visibility and automation to empower professional service businesses worldwide. 

As we move forward, we expect numerous improvements for our integrations, including:

  • Reduced time to deliver new integrations to our customers 
  • Enhanced data flow for our customers so they can expand their use of the data backbone Accelo provides to help manage the operational aspects of their business 
  • Allow our customers to simplify and automate their workflows across platforms to improve customer, operational, and financial insights
  • Broader integrations with Accounting/Financial Systems, Time and Expense Management solutions, HRIS systems, Inventory Management solutions, as well as BI and Data Warehouse systems. 

At Accelo, we're not just keeping pace with change; we’re driving it. Our commitment to investing in our product is unwavering, enabling us to partner with our customers to help them build not only profitable but also highly efficient businesses. Today, Accelo stands at the forefront of innovation, uniquely positioned to empower professional services organizations in managing their entire quote-to-cash lifecycle within a single, seamless platform. As we look to the future, we're excited to continue pioneering advancements in professional services automation, tackling tomorrow’s complex business workflows with creativity and precision. Together, let’s shape the future of work.

Author Bio
Joe DiPaulo
Joe DiPaulo serves as Accelo's Chief Strategy Officer and Head of Product, driving innovation and strategic growth initiatives across the organization. With a distinguished career in technology and SaaS, Joe brings a wealth of experience in product development and market strategy, focusing on delivering transformative solutions for businesses worldwide. His leadership is defined by a commitment to harnessing technology to solve complex business challenges and drive sustainable growth.
Test123 tag
Speak with an Accelo expert
Is something to test
Book a Demo
Speak with an Accelo expert
Free Guide
Buyer’s Guide for Client Work Management Software
Essential Considerations and Insider Advice
Download Now
Buyer’s Guide for Client Work Management Software
Free Guide
Buyer’s Guide for Client Work Management Software
Essential Considerations and Insider Advice
Download Now
Buyer’s Guide for Client Work Management Software
Try Accelo for 7 days
Fast and easy setup
No credit card required
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Preview Accelo's power
Learn how the platform works
Explore key features
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
No items found.