Win More Business. Drive Down COGS.

Using Salesforce in Professional Services helps your team attract new clients, increase revenue with existing clients, and also increase Gross Margin. Trust us – it’s how we operate our own business.

Let us show you how we use Salesforce at Strong CRM:

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Professional Services Automation

The core of any Professional Services technology stack should have a PSA tool. Whether this tool is implemented inside of Salesforce or as a standalone tool that is integrated with Salesforce, we’ll work with your team to help optimize your PS process. And if you need to select a PSA tool, we’re happy to help.

Automate Client Action Plans

Need to onboard a new client with custom documents, signatures, and more each time? How about standard project management templates that can be executed each time. We’ll implement our Playbooks tool – which holds a template list of tasks inside a Playbook that can be applied to any record throughout salesforce.

Advanced Account Planning

Through our partner, Prolifiq, we will help you implement Advanced Account Planning within Salesforce. This enables your team to create custom account plans for each client or even each opportunity. Instead of copying data over from decks or spreadsheets, keep it all in Salesforce for easy reporting and rep engagement.

Customize Client Portals

Interact with your clients right from Salesforce – no integration required. We will build a custom branded client portal with Salesforce Experience Cloud that allows your clients to interact with you in the way that is unique to your firm. And, if we’ve integrated your PSA tool, they can track progress of their projects, invoices, billing, and more right from the portal.

ERP Integration

We integrate your ERP directly with Salesforce – using a middleware tool such as Celigo, Workato, or Mulesoft. We’ll take sales and/or project data (depending on where your PSA tool is) and syncronize it with your ERP data to ensure efficient billing and optimial cash collections.

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And more

We’ve helped Professional Services Organizations dramatically increase efficiency and client satisfaction with Salesforce in countless ways. From integrating Salesforce and Slack to migrating firms over from other CRMs, we’ve seen it all. Let us help you customize your solution today.

Let’s Get Started

Ready to implement or improve Salesforce at your Professional Services Organization?