Professional Services

Using Salesforce to help you Collaborate Better, Track the Work Done, Manage Projects & Resources, Streamline your Business

Tracking the work done by consultants can be a daunting task for professional services organizations. In addition to keeping track of professional services metrics, companies also need to effectively deliver projects using people-focused data.

With the rising expectations of the users, demand for specific workforce skills and rising competition, today the world of professional services is looking for a seamless, personalized experience, new level of automation, a mobile workforce and more.

Project Visibility

Keep track of individual projects and the entire sales and service line – inflight projects, sales pipeline, project status, demand, customer interactions and more

Data Visibility

Unprecedented visibility across sales services, delivery and finance to streamline internal processes and maximize customer experience at every touch point

Communication Visibility

Integrated solutions to improve sales collaboration, project management and resource management – thereby improving scoping, planning, configuring and pricing