PROFESSIONAL SERVICES

Not every company is the same, which is why our Managed Services offerings are tailored to fit the unique needs of your business. Whether you’re a consulting firm, staffing and recruiting agency, or design firm, we have experience helping professional services businesses grow their revenue and boost employee productivity with Salesforce. If you’re looking for strategic guidance and support with your Salesforce org, our Salesforce Excellence Program (Premium Managed Services) is the best fit. If you’re in need of day-to-day help with tasks on the Salesforce platform and see the benefit of working with a firm vs. hiring internally, then our Managed Services offering is the way to go.

Sales Cloud gives professional services companies the tools they need to succeed, including the ability to accurately manage and forecast revenue growth and opportunities. From leveraging Sales Cloud AI tools like Agentforce to utilizing robust sales analytics and reporting capabilities that provide actionable insights, Sales Cloud empowers teams to operate more efficiently and close deals faster. By integrating these powerful features, professional services companies can focus on what they do best: delivering exceptional results to their clients.

‍In Action: We helped a law firm streamline their document generation process with comprehensive solutions for Sales Cloud and Conga  — a powerful contract lifecycle management software. Through the strategic use of automation, customization, and tailored mobile functionality, our client is now positioned to better serve their clients, focusing less on administrative tasks and more on providing exceptional legal support.

With the Marketing Cloud suite of products, companies in the professional services industry can create highly personalized client experiences using data-first solutions that adapt to any channel or device. By integrating Marketing Cloud with Sales Cloud, you can bridge the gap between marketing and sales teams, ensuring a seamless handoff of leads and delivering consistent, targeted messaging throughout the client lifecycle.

‍In Action: We helped a leading architecture and design firm implement a comprehensive solution utilizing Marketing Cloud Account Engagement (Pardot), Sales Cloud, and Service Cloud. By unifying their sales, service, and marketing operations under one roof, our client achieved seamless collaboration across teams, improved lead management, and was able deliver a more personalized client experience.

Salesforce Data Cloud allows professional services companies to unlock and unify data from any source, empowering them to drive automation, personalization, and trusted AI-driven insights. By seamlessly integrating client data — whether from Salesforce, marketing platforms, ERP software, or other external data sources — Salesforce creates a centralized, single view of each customer. This unified perspective enables companies to deliver highly personalized client experiences at scale, tailoring interactions based on real-time insights into client behavior, preferences, and needs. You can also build, manage, and deploy AI agents using a foundation built on unified data from Data Cloud.

Salesforce empowers staffing and recruiting agencies to streamline the hiring process with AI and automation, enabling recruiters to focus on identifying and placing top talent. With AI-powered tools and real-time data, agencies can easily manage and nurture leads, accelerating the time to fill roles. Salesforce centralizes candidate information — such as resumes, contact details, and interview notes — while automating key tasks like application acknowledgments and interview scheduling. Additionally, Salesforce allows you to maintain a comprehensive database of past candidates, making it easy to tap into talent for future opportunities.

‍In Action: We helped a global outsourcing provider streamline and unify their data across departments with Salesforce using custom web-to-lead forms, Einstein Activity Capture, and Salesforce Inbox. We also set up a direct integration between our client’s email marketing platform and Salesforce, allowing the marketing team to manage and track campaigns within Salesforce. These Salesforce solutions have not only improved internal workflows but also enhanced the overall customer experience, positioning the company for continued growth and success.