Parallax

Meet Parallax, a powerful resource planning and forecasting engine that natively integrates with the top CRM, timesheet, and project management platforms for a curated perspective on the supply and demand in services businesses. Purpose built for digital agencies and software development studios, Parallax reduces the handoff friction and lack of visibility that often exists between sales and delivery teams. Sales leaders often struggle to know when projects can start or whether or not certain teams have capacity to take on new work, making selling and closing new deals challenging. Resource teams often pad budgets and push timelines to hedge against uncertainty in scopes, leading to misaligned expectations and frustrated clients.

By easily integrating with Copper, sales and delivery teams can continually make sure the right resources are in place for incoming work – while also ensuring that shifting dates, budgets, or timelines in the CRM are automatically reflected in resource plans and revenue forecasts. Plus, service offering templates easily attach to deals, making preliminary resource planning a breeze.

It’s all possible without forcing Copper users away from a great platform! Parallax’s integrations-first approach means users stay in Copper, but resource plans, capacity insights, and forecasts are constantly in sync as deals advance through the pipeline.

Parallax + Copper together deliver better visibility into the sales pipeline and provide a clearer view on resource demand and revenue scenario planning.

How Parallax helps Copper users price and plan with confidence:

• Automated pipeline visibility: When Parallax and Copper are integrated, deals in the sales pipeline are automatically visible in the Parallax resource planning platform, delivering a broad array of insights on revenue potential, forecasted utilization, capacity planning, and more. Parallax provides a curated perspective on the current and potential performance of the business, so leaders can scenario-plan total capacity, current work, and forecasted revenue in the sales pipeline. Parallax creates a shared understanding of how demand (and profitability) of service offerings changes over time and allows sales to focus their efforts on deals that best align with business goals.
• Advanced widget and custom fields: Copper users don’t need to leave the CRM for a view into a Parallax project. They can easily see (and adjust) forecasted revenue, budgets, start dates, project offerings, and more to create a tighter alignment with resource planning and delivery teams. With accurate data flowing between Copper and Parallax, scoping and resourcing new projects is quick and efficient. And the perennial handoff friction between sales and delivery leaders is a thing of the past because both teams have a shared perspective on incoming deals and team capacity.
• Deal templates and project “shaping”: Real performance data informs service offering templates in Parallax, so sales leaders can attach directionally accurate resource plans to deals early in the selling process. This helps delivery teams earmark the right resources for incoming work so they can “shape” resource plans based on project requirements. It also increases bid-to-win ratios, on-time delivery rates, and project margins.

This integration was built by Parallax. For questions, support or troubleshooting, contact the Parallax team.