Salesforce for The Professional Services Industry
Every day we help firms, just like yours, elevate their business and take client experience to the next level. Is digital transformation presenting challenges for you? Are you prepared for a hybrid workforce? If you aren’t confident with your collaboration and productivity tools then it’s time to talk.
WORKING WITH US
Digital transformation and client experience are two of the highest areas of impact for professional services. Sikich works with thousands of clients to identify gaps, develop a custom strategic plan and execute initiatives to bring results and a successful future. You need speedy implementations, faster outcomes and continuous evolution to maximize the value of your technology investments. This is what Sikich does day in and day out. Let’s talk.
Case Study: ACCUSOFT
With Salesforce and Sikich, Accusoft implemented a new CRM solution that scales with the organization and saw nearly immediate benefits. Watch this video to learn the impact of Salesforce on their organization and why they chose Sikich!
“The evaluation process that we went through to select a partner was pretty labor-intensive and comprehensive, and I would say the main reasons that we chose Sikich were the depth of expertise on the team. We really felte understood by the Sikich team. We felt like they understood not just Salesforce, but also our business and the challenges that we were facing. And we felt like the team that we would be going to battle with had such a variety of skills and expertise, and it never felt like it was going to a be transactional relationship. It felt very much like a strategic relationship and that we were working with individuals who would understand our business and help us through the life cycle of the implementation.”
-Megan Brooks, Chief Revenue Officer, Accusoft
HOW Salesforce can help your Organization
Salesforce.com is known to be flexible, customizable and packed with features needed for modern leaders to adapt to the fast-paced business landscape. It can scale from a few people up to enterprise levels, but you need someone who can guide that process with a history of successful technology implementations.
That’s why choosing a partner is the most critical step in the process of adopting a new platform or continuing to support your efforts. When you find the right fit of partner and platform, you help reduce your risks and put your plans on solid ground for the future ahead.
” Working with the Sikich team, I must say I was very impressed at how responsive, consultative, and proactive in communicating with us, as well as really candid, when they anticipated any sort or roadblocks. And, if so, they absolutely worked swiftly to ensure that our implementation stayed on track and we didn’t run into any issues.”
– Ian Carlson, Director of Revenue Operations, Accusoft
The beginners guide to Financial Services Cloud
Browse through 22 chapters filled with information for everything you want to know about Salesforce Financial Services Cloud. Read More >
What comes next for relationships in Financial Services
If you can amange client relationships well, you will keep your business healthy and proftiable during any challenge. Read More >
Ready To Get Started?
Learn how Sikich can help you get the most out of your Salesforce implementation.