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Professional services

Salesforce offers a dynamic toolset fine-tuned for professional services firms. The goal: to transform your client experience and business processes. Salesforce offers smart solutions to track billable hours, efficient project oversight and automation of routine tasks. By streamlining your operation, you free up your team to focus on what matters most: delivering exceptional service to your clients. Moreover, with Salesforce’s advanced analytics, you gain invaluable insights into your business, enabling data-driven decision making.

Not sure how to implement Salesforce in line with your exact requirements? That’s where Resolve IT comes in. Our team of experienced consultants will work with you to design and implement a bespoke solution, train your team, and offer support whenever needed. Dedicated to helping you thrive, we will ensure that Salesforce becomes the engine that drives growth and success for your organisation.

Popular integrations for professional services include:

Microsoft Teams, a collaborative communication platform developed by Microsoft Corporation, has become one of the most popular tools for remote and in-office work, owing to its numerous advantages.

Most popular are the Collaboration, Meeting and File Sharing Functionalities which come with the out of the box solution

Aircall is a cloud-based phone system, allowing businesses to handle calls effectively with a user-friendly interface and integration options. It offers tools for managing calls and improving customer interactions efficiently.

 

ChatGPT is a sophisticated machine learning model developed by OpenAI, based on the GPT-4 architecture, designed to generate human-like responses in natural language conversations.

DocuSign is a digital platform that allows people to sign and manage documents online, making it easier to handle paperwork without needing physical copies or in-person signatures.

 

Exact Online is a cloud-based ERP solution for small and medium-sized businesses. It helps manage finances, operations, and customer relationships in one place. With real-time insights and customizable reporting, it streamlines processes and supports business growth.

OneDrive and SharePoint integration enable smooth collaboration and file sharing within organizations, simplifying workflow transitions between personal and team-based file management. The streamlined system includes robust security measures for effective access control.

This integration provides an efficient solution for businesses to enhance productivity and manage content seamlessly.

What can Salesforce do for you?

Excel in client management

Centralise all client data, project details, and communication logs for a complete 360-degree view of client relationships. Gain insights into client needs, preferences, and history for more personalised and effective service.

Elevate project management efficiency

Streamline the management of projects, tasks, deadlines, and resources, ensuring timely and successful project deliveries. Integrate with calendar and task management tools for synchronised scheduling and milestone tracking.


Monitor what matters

Get detailed reports on project performance, resource utilisation, and profitability. Use customisable dashboards to monitor key metrics and identify growth opportunities.

Enhance collaboration and knowledge sharing


Facilitate seamless communication among team members, across departments, and even with clients. Promote knowledge sharing with integrated platforms like Salesforce’s Chatter to ensure the dissemination of valuable insights and best practices.

Organisations we've empowered

Contact our experts

Want to know more about our services? Curious to learn how we can help? Our team of media & communications experts is ready to answer any questions you might have. We look forward to hearing from you.

If you have general questions about Resolve IT, kindly use our contact form. One of our team members will get back to you promptly.

Contact form

Rinse van Dorp

Managing Director

Rick Koevoets

Managing Partner
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