Professional Services
CRM and PSA for consulting, agencies, and staffing firms
We implement Salesforce for professional services firms that need to manage client relationships, project pipelines, resource utilization, and invoicing in a single connected platform.
Our Approach
Professional services businesses sell relationships and expertise. Your CRM needs to track the full account relationship, manage proposals and SOWs, and connect seamlessly to how your teams deliver work. We've implemented Salesforce for consulting firms, agencies, staffing companies, and managed services providers — and we understand the nuances of services-based selling.
Common Challenges We Solve
- Project and resource utilization visibility across the delivery org
- Managing proposals, SOWs, and contract renewals in Salesforce
- Tracking billable hours, milestone billing, and invoice generation
- Partner and subcontractor pipeline coordination
- Forecasting revenue from project-based (not SaaS) engagements
How We Help
Sales Cloud for services pipeline
Configure opportunity stages, proposal workflows, and win/loss tracking specific to services-based selling cycles.
Project management integration
Connect Salesforce to project delivery tools (Jira, Asana, FinancialForce) for resource and utilization visibility.
Contract and SOW management
Automate SOW generation, approval routing, and e-signature with Salesforce CPQ and DocuSign integration.
Time & billing
Integrate time tracking with project milestones and trigger invoice creation workflows in Salesforce.
Salesforce Solutions We Deploy
- Sales Cloud for client and project pipeline
- Salesforce CPQ for SOW and proposal automation
- Service Cloud for client support and escalation
- Experience Cloud for client portals
- MuleSoft for PSA and finance system integration
- Salesforce Flow for billing and milestone automation
Summit
Salesforce partner tier
300+
Projects delivered across service verticals
10+
Years of professional services experience
99%
Customer satisfaction score
Other Industries We Serve
View allFinancial Services
Salesforce solutions for banks, insurers, and wealth managers
Healthcare & Life Sciences
Connecting care teams, patients, and operations on Salesforce
Retail & Consumer Goods
B2B and B2C commerce and loyalty on Salesforce
Manufacturing
Field service, CPQ, and dealer portals for manufacturers
Frequently Asked Questions
Can Salesforce manage project tracking and resource allocation?
Yes. Salesforce supports Professional Services Automation (PSA) natively or via partners like Certinia — covering project planning, resource management, time tracking, and project-level P&L connected to CRM.
How do consulting firms use Salesforce for client engagement management?
We configure Salesforce for consulting firms to manage client relationship history, project opportunities, contract approvals, team staffing, and client satisfaction tracking — in one platform.
Can Salesforce manage partner referrals and channel relationships?
Yes. Salesforce's PRM in Experience Cloud lets you manage referral pipelines, deal registrations, resource sharing, and partner commissions — ideal for firms with referral networks or alliance partners.
How long does a Salesforce implementation take for a consulting firm?
A foundational Sales Cloud + project management implementation typically takes 10–16 weeks. Full PSA implementations with resource planning and client portals run 20–32 weeks.
Ready to transform your Professional Services operations?
Let's talk about what Salesforce can do for your organization.