Projector's cloud-based Professional Services Automation (PSA) software helps project-based services organizations track time and expenses, invoice clients, schedule resources, and manage projects. Its three modules span a more comprehensive set of uses than typical project management software. The Accounting module helps the user track time and expenses and manage invoices and billing. Also it syncs with the company's accounting systems as a sub-ledger. The Resource Scheduling module matches…
$15
per user
ZoomInfo Chat
Score7.9 out of 10
N/A
ZoomInfo Chat is a solution based on the former Insent.ai, an AI-driven chatbot acquired by ZoomInfo in June 2021 to enable sales and marketing teams to engage and convert more website visitors.
We think Projector PSA is a great tool to track and manage people in a professional service environment like management consulting. This system is easy to set up, easy to understand and should easily suit the needs of smaller and medium sized firms. It may be less appropriate for firms that rely very heavily on project management through another system (like MS Project) or firms that rely very heavily on a sales pipeline tracking system. While still very much possible to use, you would (I believe) have to do some re-keying between systems
ZoomInfo chat is a very good tool for user engagement on the website and lead conversion. It's a very good tool that provides live chat, chat boat, and also a meeting scheduler so that customers can choose the preferred time to discuss with the sales team. It's very good for improving the productivity of the sales team and acquiring quality customers.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Projector is a very well designed tool for project management. It has allowed us to eliminate a number of auxiliary tools for project timelines and WBS for the vast majority of our projects.
Time and expense entry is intuitive and quick for our staff.
Our forecasting and resource management capability has improved greatly with Projector and allows us to grow our team efficiently with minimal additional administrative burden.
Reporting is extremely robust. It does require some time to really get a handle on the full functionality of the reporting tool, but once you do, you can get almost any kind of report you want out of the system!
It is really great at integrations. We were able to plug in Slack without breaking a sweat. And it works really well with our other tools as well.
Implementation and setup was very easy and smooth. I actually anticipated it to be a lot bumpier but I was surprised at how quickly and smoothly it went.
They have a great support team too. Anytime we have gotten in touch with them, we have had a great experience.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Release management process needs to be improved. Currently no facility is provided to test the impact of new releases in a sand-box. This introduces business risk if there are interfaces into Projector PSA as part of it's use in the business.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We have been using this tool for a year now and find our use of it continually evolves and broadens. We are also very excited about the overhaul that's under way and feel many of the improvements being put in place will help make us that much more effective and efficient. The Projector team is also very responsive and collaborative in terms of user feedback and improvement suggestions, which helps us know they will work hard to help us get what we need out of the tool.
This is the main feature, so they've designed it well with companies like mine in mind. It's fast, clean, efficient, and perfectly integrates with main Zoom sales products, which is something every single one of us uses. So the synergy was already on the table before we started. Highly easy to use, minimal training required.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We did pursue Quick Arrow another tool that was similar. We found that be in inflexible in use. Projector allows a lot of flexibility in setup. Our organization has very specific business processes and we were able to set up Projector to work with those processes. Several other systems we tried were not as flexible in allowing set up to our needs.
As I mentioned, it's more than just a ChatBot. The ChatBot is just another feature that it offers, but it allows you to talk to the website traffic which otherwise would have gone without interacting with your website. Sometimes even retargeting ads fail to target such valuable visitors, that is where ZoomInfo chat plays its role.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Even in the small time that I stayed to see Projector PSA reporting I saw ROI projections become more realistic. There was real data to analyze that proved we were spending way too much and charging way too less on some projects.
Although employees were not used at entering their hours, this single reporting improved operations management and validated employees concerns that more people were needed to manage workload
Project proposals were more realistic because they were driven by real data.
Decision making overall for the department became more efficient and effective
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It was quite simple to set up. We've tried a few different chat services on our website before, but the integration process is never as simple as the documentation suggests. Installing and configuring this, including integrating it to Slack, was actually quite simple.
Fabulous chatbot arrangement that expanded our site changes.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
