From sold project to invoiced margin, in one chain
In professional services your margin is your people. We connect sales, delivery, time tracking and invoicing in Salesforce, so you steer in real time on utilisation, project profitability and cash flow, instead of discovering it afterwards.
- Billable 1,840 h
- Non-billable 420 h
- WIP €58K
What you sell and what you deliver live in different worlds
We speak with organisations in your sector every day. These are the challenges we hear time and again, and exactly what we are built for.
- Sales promises, but delivery and planning only see it later: capacity strains
- Hours are logged late or incompletely, delaying invoicing
- Only at final billing does it become clear whether a project was profitable
- Utilisation and pipeline are hard to combine into a reliable forecast
- Assembling invoices from timesheets by hand takes days per month
- Customer satisfaction and aftercare disappear from view after delivery
What we set up for your sector
Salesforce, tailored to the processes that truly matter to you.
Project & resource planning
Projects linked to opportunities, with capacity and utilisation planning across your team.
Time tracking
Easy time logging with automatic billing to invoices, billable and non-billable in view.
Automated invoicing
Invoices based on hours, fixed fee or contract via our Billing Platform, without re-typing.
Margin & utilisation dashboards
Real-time insight into billability, project margin, work in progress and forecast.
Reliable forecast
Combine pipeline and capacity into a forecast you can plan and hire against.
Satisfaction & aftercare
Stay on top of satisfaction, expansion opportunities and repeat business after delivery.
What it ultimately comes down to
Good to know for your sector
Can we link projects and hours directly to invoicing?+
Yes. Projects, time tracking and rates live in Salesforce and are automatically turned into invoices via the Billing Platform. You invoice faster and never miss billable hours.
How do we get real-time insight into utilisation and margins?+
Dashboards show live utilisation, project profitability and margin per client or project. No more spreadsheets after the fact, but steering while the project runs.
Does this prevent double entry between CRM and accounting?+
Yes. With the Influx for Exact Online, clients, invoices and payment statuses sync automatically between Salesforce and your accounting system.
How quickly is Salesforce set up for our firm?+
That depends on your processes, but a first working setup is often live within a few weeks. A free assessment gives you a clear scope and planning upfront.
Recognise these challenges?
Schedule a no-obligation consultancy call: we think along with you, with no strings attached.