If you use Copper for sales and a project management tool for execution, but are still struggling with internal communication and your handoff process, Parallax is the solution.
We’re introducing Parallax as our integration of the month. Parallax is a resource management solution built for digital agencies and software development studios that helps ensure they have the resources they need for upcoming projects.
Sales leaders often struggle to know when projects can start or if certain teams have the capacity to take on new work, making selling and closing new deals challenging. Resource teams tend to hedge against uncertainty, which can lead to misaligned expectations and frustrated clients. Parallax helps avoid these mishaps with smart resource planning.
The best part? Parallax integrates with both Copper and popular project management tools — like Asana and Jira — to ensure the right resources are in place for incoming work. Here’s how it works:
- Automated pipeline visibility: Deals in Copper’s pipelines are automatically visible in the Parallax resource planning platform, so leaders can plan based on capacity, current work and forecasted revenue.
- Advanced widget and custom fields: Copper users can see and adjust forecasted revenue, budgets, start dates, projects and more, and the information flows back to Parallax.
- Deal templates: Sales leaders can create resource plans for deals early in the selling process, and delivery teams can shape those plans based on their capacity.
Ready to get started? For all the details on the Copper x Parallax integration, click here. To access this integration, you’ll need subscriptions to Copper and Parallax.