Professional Services

Using Salesforce to help you Collaborate better & 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.

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