LEADING SALESFORCE® PARTNERFOR PROFESSIONAL SERVICES FIRMS
In Professional Services, your business is as good as your people. And as your firm grows, staying across your people and their work only gets harder.
So how do you keep bringing together the right mix of skills at the right time to solve your clients’ biggest problems?
The right technology to stay on top of your firm as it scales.
Manage your professional services firm through a powerful new lens
Salesforce powers professional services firms across all parts of their business.
Marketing Automation
The full digital experience to deepen your engagement and increase brand loyalty with customers, business partners, alumni and other industry contacts.
Business Development and Pursuits
Put your best foot forward to secure more of the right kind of work where profitability is key.
- Lead management
- Enquiry management
- Tender/Pursuit management
- Quoting
- Proposals generation
- Revenue forecasting
- Resource Forecasting
- Account planning
Professional Services Automation
Plan, manage and measure service delivery at scale. From ongoing support through to multi-million-dollar engagements.
- Resource & skill management
- Project planning and costing
- Revenue recognition
- Resource forecasting
- Resource utilisation
- Project & engagement management
- Timesheets
Supporting all types of professional services firms
Accounting
Business & Management
Architecture
Creative
Engineering
Legal
Project Management
Technology
Proudly powering a range of professional services businesses, including our own
