Core Services Capabilities Powering the Quote-to-Cash Cycle

From forecasting the resource and billing components of sales opportunities, to managing projects, activities, and resources, to recognizing revenue, Changepoint’s automated service capabilities manage the entire customer engagement lifecycle while driving profitability for your services organization. Changepoint SA is powered by intelligence-driven content and best-in-class business analytics for full transparency and visibility across all of your service organizations and engagements.

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Opportunity Management

Analyze, track, and forecast resource and billing components of opportunities to improve sales effectiveness and service delivery.

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Contract Management

Ensure operational success and profitability by precisely managing contract elements, such as expenses and billing methods across every engagement.

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Resource Management

View and manage your entire resource pool to assign the right resources across engagements at the right time for more efficient project delivery.

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Project Management

Manage current and future engagements, including complex Project Management, to gain efficiencies and more accurate project metrics—ensuring projects get completed on time and on budget.

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Time and Expense Management

Provide your resources anytime, anywhere access to time and expense tracking via any device, while gaining greater financial accuracy and real-time revenue recognition.

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Powerful Analytics

Industry-leading analytics drive insights through recommended visualizations and artificial intelligence powered by IBM Watson.

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Financial Management and Revenue Recognition

Manage financial health across engagements and currencies while improving cash flow at every step with real-time insights, sophisticated budgeting, and cost allocation capabilities.

What Customers Are Saying About Changepoint SA

Customers that recommend Changepoint
Customers realized value of using Changepoint SA
More breadth of capabilities than other PSA solutions
Improved executive-level reporting and visibility

The Types of Organizations We Serve

Changepoint serves enterprise professional, embedded, field, and managed services organizations. Having one solution that can manage complex services delivery with complete visibility across all projects, activities, requests, resources, and financials makes your customers more successful and your organization more productive and profitable.

Embedded services organizations (ESO) operate inside technology companies to help customers quickly realize value from purchased products. ESOs are focused on greater customer success and higher product adoption, while ensuring reasonable billable services margins. Changepoint SA helps many ESOs work with sales to track new opportunities, attach the right services and resources to projects, and track and measure the success of engagements while maintaining service profitability.

Business Values

  • Visibility and transparency into sales opportunities
  • Customer success, product adoption, and time to value
  • Speed and efficiency of service delivery
  • Opportunity management
  • Project/activity/resource management
  • Time and expense management

Professional services organizations (PSO) provide contract-based services for anything from business consulting and IT support to design and engineering services. Changepoint SA provides a single integrated view of the entire company’s financial operations and a real-time snapshot of how the organization is performing against benchmarks, helping services leaders identify areas of improvement and growth while keeping an eye on profitability.

Business Values

  • Visibility and transparency into sales opportunities
  • Customer success, product adoption, and time to value
  • Speed and efficiency of service delivery
  • Opportunity and contract management
  • Project and resource management
  • Financial management and revenue recognition

Managed service providers (MSP) deliver ongoing, subscription-based IT support. The need to track smaller time increments while staying within the subscription margins is crucial to an MSP’s success. Changepoint SA provides delivery consultants with any-device time-tracking down to the minute. Managers and executives gain real-time customer and project visibility in one place.

Business Values

  • Subscription service margins
  • Resource utilization, demand/capacity, mobile time entry
  • Customer satisfaction
  • Contract management/billing – fixed fee
  • Request, resource, and time and expense management
  • Financial management and revenue recognition

Changepoint SA is also a powerful PPM solution for organizations with complex needs. Forecasting, opportunity management, multi-currency tracking, chargebacks and more can be handled seamlessly.

Business Values

  • Visibility and transparency into project initiatives
  • Configurable to your needs
  • Powerful embedded, self-serve analytics
  • Opportunity Management
  • Multi-currency recognition
  • Complex mapping and routing


Changepoint Customer Services

Achieve successful outcomes through implementation, training, adoption, and optimization of your Changepoint solution. Together, we’ll define a successful customer journey and establish mutual goals, desired outcomes, and expectations. Changepoint’s integrated, global Customer Services teams, services offerings, and customer events ensure that you learn, connect, collaborate, and grow with your Changepoint solution.


Customer Success: Focused on Making Our Customers the Heroes of Their Organizations

The Changepoint Customer Success team earns customer trust through a collaborative engagement model designed to mature the use of your Changepoint solution, improve adoption, and enable better business outcomes. Customer-focused activities—such as regular check-in calls and quarterly business reviews—keep everyone in sync, measuring roadmap progress, accelerating adoption, and maximizing product value.


Customer Enablement: Helping Customers Fully Realize Product Potential from Day One

The Changepoint Customer Enablement team delivers implementation, integration, and configuration services that ensure a successful first step in the customer journey. We work closely with you to design and execute a project strategy that enables a smooth, agile deployment, while maximizing knowledge transfer and accelerating value of your Changepoint solution.


Customer Care: Taking the Art of Listening and Problem-Solving to a New Level

Changepoint Customer Care team is highly responsive to customer product support requests, and leverages leading technology and practices in troubleshooting and problem-solving. Changepoint Customer Care enhances opportunities for continuous product dialogue, knowledge sharing, and support by fostering robust online communities, a comprehensive knowledge base, and monthly Tech Talk webinars.

Learn how Changepoint’s adaptable, intuitive, and intelligent Services Automation solution can be configured for your changing business landscape.

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