User Roles
The users of the Services Manager application span many roles in the organization. The roles are covered in the following subsections, with a summary of their responsibilities and how they use Services Manager.
Services Sales Representative
Sales reps work with customers to identify project needs and manage the relationship with the customer. Reps use the Sales Cloud product from Salesforce to manage their sales process. In general, they do not use Services Manager directly, but start the process by winning the contract.
Staffing Coordinator
Staffing coordinators manage and schedule resources for projects. When the opportunity is closed, they are notified via email. They then create a project using Services Manager and staff it by matching the availability and skills of resources against the scheduling and skill requirements of the project.
Project Manager
Project managers are responsible for success of projects on a daily basis. They direct and prioritize project activities for resources and customers. They use Services Manager to manage the detailed weekly schedules of their consultants and monitor the health and progress of their projects.
Consultant
The consultant is engaged directly with the customer and is responsible for the project deliverables. In Service Manager, he or she logs time spent on the project, indicates the completion of project milestones, and submits expenses.
Accounts Receivable
Accounts receivable is responsible for invoicing and collecting customers based on work that has been delivered. At the end of each billing cycle, they use Services Manager to generate invoices for customers.
Services Vice President
The VP is responsible for the services profit and loss and success of the team. Services Manager provides the VP with reports on utilization and other metrics for assessing the team’s overall performance.