Industry

Salesforce for Professional Services

Whether you're a consultancy, agency, law firm or accountancy practice, your business runs on people, time and trust. We help professional services firms use Salesforce to manage the full client lifecycle u2014 from pipeline to proposal to project to renewal.

The challenge

Common challenges in professional services

These are the issues we hear most often from leaders in your sector. Sound familiar?

Pipeline visibility across partners, principals and account teams
Time-consuming proposal and engagement letter creation
Disconnected resourcing, billing and CRM data
Client experience that varies by team or office

How we help

Our approach for professional services

Practice-wide pipeline

Standardised opportunity stages and dashboards so leaders see the true health of the business in real time.

Proposal & engagement automation

Templated proposals, statements of work and approvals that move faster without losing rigour.

Client lifecycle management

Connect onboarding, delivery touchpoints and renewals into a single, trackable client journey.

Higher win rates, healthier utilisation and a consistent, premium client experience u2014 across every team.

Recommended services for professional services

Sales Cloud

Empower your sales team with a 360u00b0 view of every customer and a pipeline that closes faster.

Experience Cloud

Build branded portals and communities that connect customers, partners and employees to your data.

Explore other industries

Education

Engage students across the lifecycle u2014 from enquiry to enrolment to alumni.

Healthcare

Coordinate care, engage patients and operate compliantly on a trusted platform.

Hi-Tech

Scale go-to-market, support customers globally and unlock data across product, sales and success.

Want to talk Professional Services?

Book a free, no-obligation chat with one of our consultants.

Get in touch