Salesforce for the Professional Services Industry

Relationships are more important now than they ever have been. Your client expectations are rising and if you can meet their needs, they will move on. Salesforce brings Customer 360 to connect every area of your business with a single view of your customer. The more you know about your client, the better you are able to serve them and recognize opportunities to leverage services and solutions that they need. Identify their gaps and come with a solution. Mutual benefit and successful growth will come hand in hand. Get started on the right path today!

From Zoom webinars to CRMs, ERPs and data flow to hiring remote workers, digitizing both your workforce and client experience is critical to your success today and in the future. Ask yourself what is your current technology capable of and how can you adapt your business and processes to make the most of your technology investment? If you have Salesforce, the answers are going to be easy to come by. We dream and strategize with professional services companies every day to recognize your goals, define the steps to get you there and provide seamless execution.

It is estimated that by 2025, 32% of workers will be employed remotely or virtually while another 25% will work multiple “gigs” as part-time consultants. With the majority of professional service firm leadership nearing the age of retirement, succession planning and a focus on recruiting retaining top talent are critical. Part of what will help you attract the best talent and keep them at your organization is having all the tools they need to achieve their goals and do their job easier. Salesforce is answering the call for many professional services organizations.