Frequently Asked Questions
What is DAY ONE, and how does it work?
DAY ONE is software designed to help run the sales, operations and finance processes of your organisation.
Who is DAY ONE designed for?
DAY ONE works best for businesses that provide services to their clients that need to be managed through a project or engagement. eg. Professional Services.
What industries can benefit from DAY ONE?
DAY ONE can help businesses in: Marketing, Advertising, & Public Relations; Information Technology; Consulting Services; Legal Services; Human Resources; Engineering Services.
If you deliver services to your clients, it is likely that we can help.
What makes DAY ONE different from other project delivery tools?
DAY ONE has developed a model that allows the information defined by the Sales team to be used by the delivery team and the finance team. One system, one data set. This allows you to be more efficient in your business.
Does DAY ONE include customisable solutions for unique business needs?
DAY ONE is built on the Salesforce platform. This means that your DAY ONE is in your control. You can choose to extend our app and make it truely your own (if you need.)
What features does DAY ONE offer for project delivery?
DAY ONE includes everything you need for project delivery: Scope management, contract management, gantt charts, kanban boards, task management, invoice management, budget tracking, etc. Check out our product features page for more information.
Can DAY ONE integrate with my existing tools and software?
DAY ONE comes with integrations to Google Workspace, Sharepoint, Outlook, Gmail, XERO. As it is built on the Salesforce platform, you can integrate anything into DAY ONE as well as leverage the app marketplace.
Does DAY ONE support remote and hybrid team collaboration?
DAY ONE is designed to work with local and global organisations.
How does DAY ONE ensure data security and compliance?
DAY ONE has secure login access controls as well as secure role based security of your data. As we are built on Salesforce, we offer the same trust and compliance security controls provided out of the box.
How long does it take to implement DAY ONE in my organization?
This depends on the size of your organisation and the complexity of the engagements that you structure for your clients. The range would be 1-3 months.
Can I migrate data from my existing systems to DAY ONE?
Yes, data is easily imported or exported from DAY ONE.
Is DAY ONE scalable for growing businesses?
DAY ONE is perfect for a business that is ready to scale as it allows for the structure of your organisation to be updated as your business grows, all whilst being able to measure live how your business is performing.
What are the pricing plans for DAY ONE?
DAY ONE is licensed per user. We have tiers of licenses based on the functionality that your team need. You will also need to consider the cost of any integrations and annual support when evaluating DAY ONE.
How does DAY ONE handle software updates and maintenance?
DAY ONE updates the application multiple times per year adding features and maintenance updates. These can be managed internally or externally depending on your organisations IT capability.
Is DAY ONE a cloud-based or on-premise solution?
DAY ONE is a cloud based solution that runs on the worlds leading CRM, Salesforce.
Can DAY ONE be accessed on mobile devices?
Yes, the Salesforce Mobile App can be used to access DAY ONE.
What is the built-in BI platform in DAY ONE?
DAY ONE includes Salesforce CRM Analytics package for the back office license types and pre-configures dashboards that give you record level insights.
