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.
Organisations we've empowered
Contact our experts
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Frequently asked questions
Is your question not among the frequently asked questions? Then get in touch with our specialists. We are happy to help you further!
We work with billable hours, but registration currently happens in separate spreadsheets. Can Salesforce centralise this?
Salesforce can bring time registration and project administration together in one environment, so billable hours are linked directly to the right client and the right project. You no longer work with separate spreadsheets and the risk of errors or forgotten hours drops sharply. Resolve IT sets this up so it aligns with your existing rate and invoicing structure.
Our consultants are often at the client's site. Can they update time registration and project status on the go?
Yes. Consultants can update their hours, notes and project status on location through the Salesforce mobile app. Everything syncs immediately, so your office always has up to date information without anyone having to re enter data afterwards.
We want a better view of our team's workload so we neither overbook nor underbook. Is that possible?
Salesforce gives insight into your team’s availability and workload, so you can see at a glance who has capacity and who is fully booked. This helps you avoid overloading people or leaving them with too little billable work. Those insights also support you in planning new assignments.
How does Salesforce keep sales and delivery from working at cross purposes?
Because sales and delivery work in the same system, your delivery team can see what is being promised to the client during the sales process. Agreements, scope and planning live in one place, which reduces noise during handover. That way everyone works from the same customer view.
We already use an accounting package and a project tool. Do those have to go, or can Salesforce exist alongside them?
Salesforce can sit alongside your accounting package and project tool without any problem. In many cases we actually connect these systems, so data is exchanged automatically and you do not have to enter anything twice. Resolve IT works with you to identify which integrations deliver the most value.