Accepting new audits — taking new firms

Salesforce for Professional Services, configured for client delivery.

A certified team configures and runs Salesforce for consultancies, agencies and firms — connecting your pipeline to projects, resourcing, time and billing — so the same system that wins the work also delivers it.

✓Pipeline to project Opportunities flow into engagements, so won deals become staffed, scheduled projects without re-keying.
✓Resourcing & utilization See who's available, who's overbooked, and how utilization tracks against plan.
✓Time, billing & margin Time capture, billing and project profitability configured so leadership sees real margin.

EngagementImplementation + admin

DeliveryCertified team

Book your kickoff

30 minutes with a senior operator

Free

[PLACEHOLDER: HubSpot calendar]

What you walk away with.

Three concrete outcomes. Every audit. Same rhythm, ranked by dollar impact.

Outcome 1

Sales and delivery in one system

We connect your sales pipeline to engagement and project records so a won opportunity becomes a staffed, scoped project — no duplicate spreadsheets, no re-entering the same client data.

Pipeline-to-project configuration

Outcome 2

Resourcing and utilization you can see

We configure resource and capacity views so you can plan staffing, spot over- and under-utilization, and forecast demand against your bench. [VERIFY: confirm whether this uses a PSA package vs. native objects in scope]

Resourcing & utilization views

Outcome 3

Time, billing and real margin

We set up time capture, billing milestones and project financials with the reports leadership actually needs — utilization, realization and project profitability — built declaratively and documented.

Time, billing & profitability reporting

The implementation path.

A structured engagement: we map how your firm sells and delivers, configure Salesforce to match, migrate and integrate, then train your team. Custom code is scoped separately so the core stays maintainable.

1

Phase 1

Discovery & blueprint

We map your sales-to-delivery process, data model, financial needs and integrations into a documented plan.

Sales-to-delivery mappingData model & objectsReporting needsIntegration inventory

2

Phase 2

Configuration

We build pipelines, engagement and project records, resourcing views and financial tracking — declaratively.

Pipeline & stagesProject & engagement objectsResourcing & utilizationTime & billing setup

3

Phase 3

Migration & integration

We migrate and clean your data and connect the tools Salesforce needs to work with.

Data migration & dedupField mappingIntegrationsValidation

4

Phase 4

Enablement & go-live

We train your delivery and sales teams, document the build, and support launch through a hypercare window. [VERIFY: confirm hypercare length]

Team trainingDocumentationGo-live supportReporting walkthrough

By the numbers.

6

Areas we configure

Pipeline, projects, resourcing, billing

Certified

Salesforce team

Declarative-first delivery

Your

Org & data

Configured, documented, owned by you

100%

Senior delivery

No juniors, no offshore

Start here.

Pick a time, or send context first. Either way, a senior operator replies in one business day.

Book a 30-minute kickoff

Zoom · recorded · senior operator on the line

Free

[PLACEHOLDER: HubSpot calendar]

Prefer to write first?

Tell us what you're seeing. We'll reply with a candid take.

[PLACEHOLDER: contact form]

Replies from a senior operator, never an SDR.

Questions, briefly answered.

Salesforce can run both sides of a services business: winning work (pipeline, proposals, client relationships) and delivering it (projects, resourcing, time, billing and margin). Configured well, it connects the two so a won deal becomes a staffed project automatically and leadership sees utilization and profitability in one place.