Professional Services
Services thrive on trust, speed, and utilization. We connect sales, projects, resources, billing, and service for you in one integrated system – for profitable growth without silos.
CRM for service providers, consultancies, and agencies
Service companies are often held back by confusing pipeline and project management, fluctuating capacity utilization and benchmark costs, and manual quotation and billing processes. In addition, the lack of real-time metrics on margins, WIP, and forecasts makes it difficult to see the big picture.
A powerful CRM and professional services automation setup provides clarity. It bundles customer, project, and resource data, automates the journey from lead to invoice, and provides a 360-degree view for informed decisions.
With deep industry knowledge, Salesfive tailors the Salesforce platform precisely to your service operations – from acquisition, quote and contract management, to skill-based staffing and project management, to time and expense tracking, billing, and AI-powered optimization of utilization and margins.
The result: greater predictability, higher utilization, and measurably improved profitability.
Jacob Kaufmann
Jacob Kaufmann is your expert for the strategic introduction of CRM solutions in the professional services industry.
higher utilization through skill-based staffing and predictive capacity planning
time savings in quote preparation thanks to templates, approval processes, and e-signatures
less manual effort thanks to integrated, mobile processes
Use Cases
Winning with digital solutions
Quotation and project management, skills-based staffing, and time and expense: our solutions cover key use cases for professional services. They create transparency, increase utilization and efficiency, and offer customers an outstanding experience throughout the entire customer journey.
Lead-to-cash for services
Lead-to-cash for services
Are your pipeline, quoting, and billing running in separate systems? For faster deals, set up an end-to-end lead-to-invoice process in Salesforce, with CPQ, approvals, e-signature, contract, and framework management.
Skill-based staffing and capacity planning
Skill-based staffing and capacity planning
Are projects delayed and downtime costing you money? Automatically link your employees’ availability and skills with cost rates. Forecasts reveal bottlenecks early on and noticeably increase capacity utilization.
Real-time project and margin management
Real-time project and margin management
Are budget deviations only discovered at the end of the month? Keep track of everything with real-time dashboards for plan/actual, burn-down, WIP, and alerts. This allows you to actively manage projects, secure margins, and identify upselling potential.
Time and expense and revenue recognition
Time and expense and revenue recognition
Are times and expenses submitted late or incomplete? Record T&E on the go. Calculate on a project-specific or periodic basis and integrate ERP and financial accounting. For clean revenue recognition.
Offer automation and pricing intelligence
Offer automation and pricing intelligence
Quotation cycles take time and margins fluctuate? With templates, CPQ pricing logic, and AI-supported margin checks, you can speed up quotation creation, increase win rates, and ensure stable contribution margins.
Managed services and retainers
Managed services and retainers
Are retainer services becoming confusing and service level agreements not being met? Manage case- and SLA-based services with clear capacity buckets and recurring billing – predictable and transparent.
Services
How we scale quality and speed
We provide comprehensive support to consultancies, agencies, and professional service providers in the digitalization of their sales, project, and service processes. With our industry expertise and technological excellence, we implement CRM and PSA solutions that increase capacity utilization and secure margins.
We work with you to develop a strategic CRM and PSA roadmap – focused on growth levers such as packaged services, retainers, managed services, and global delivery. We rely on clear standards in terms of offerings, staffing, and billing. In practical workshops, we prioritize use cases such as lead-to-invoice, capacity planning, and portals, and translate them into pilot-ready, scalable solutions.
Whether Sales and Service Cloud, Revenue Cloud (CPQ/Billing), Data Cloud, or secure portals with Experience Cloud: we implement solutions that integrate seamlessly into your system landscape – from ERP and financial accounting and time tracking to HR and project tools - while reliably mapping roles, rates, multi-entity, and currencies.
With Salesforce Einstein, Data Cloud, and predictive analytics, you can leverage your data where it delivers real value – for next-best actions in sales, intelligent skills matching, margin and pricing checks, and automated workflows throughout the entire delivery journey. Whether it's capacity and revenue forecasts, risk alerts in projects, or churn forecasts for retainers, we create the data foundation and AI capabilities you need to manage profitably and proactively.
You can continue to rely on us even after go-live: with practical Salesforce training, role-based enablement for sales, PMO, delivery, and controlling, as well as clear adoption and KPI dashboards, we ensure user acceptance and measurable success.
Customer stories
Projects that inspire customers
How service providers, consultancies, and agencies increase their capacity utilization, shorten billing cycles, and stabilize margins: read our selected Salesforce success stories.
“Professional services don’t scale by adding more hours, but through better management. Combining pipeline, staffing, and delivery on a single platform increases speed and profitability.”
— Jacob Kaufmann, Sales Director and expert in the professional services industry
FAQ
You have the questions – we have the answers
We know the most frequently asked questions about CRM, PSA, and scaling in service companies. Here you will find answers based on practical experience.
For service providers, a core consisting of Sales Cloud (sales), Service Cloud (service cases), Experience Cloud (portals), and Revenue Cloud (quotes and billing) has proven successful. Data Cloud (standardized data), Tableau (reports and dashboards), and Field Service for field services complement your setup.
The right combination depends on your business model – project business, retainer, or managed services.
Start with a compact introduction: target vision, prioritized use cases, and a minimally functional process model.
A typical start is “quote to invoice,” including templates, approvals, digital signatures, and lean integration into the financial system. This is followed by expansion stages such as capacity planning, portals, and automation.
This is based on clear profiles of skills, availability, and cost rates. Building on this, the CRM platform supports the allocation of employees, capacity planning, and forecasting for pipelines, projects, and sales.
Warnings in the event of bottlenecks and suggestions for rebookings help to reduce idle time and secure appointments.
Real-time reports provide plan-versus-actual insights, show budget consumption, and highlight project-specific risks. Early deviation alerts, transparent time and expense tracking, and clear approval processes ensure full control. This enables project managers to react early, negotiate change orders, and protect contribution margins.
Customer, quotation, project, and billing data are exchanged securely via standardized interfaces. We often integrate financial accounting, payroll and time recording, and reporting tools. This creates a continuous process without duplicate maintenance – from the initial quotation to the invoice and revenue presentation.
Start with clearly defined use cases that deliver real added value: better forecasts for capacity utilization and revenue, automatic matching of skills, project risk alerts, support for quotations, or meeting summaries.
The basis for this is clean data and clear permissions. We set guidelines for quality, security, and traceability, involve employees in review and approval steps, and measure the effect with understandable metrics. This keeps AI practical, transparent, and controllable.
Accompanying training courses, uncomplicated interfaces, and clear workflows are crucial. We provide role-specific instructions, short learning modules, and support during the transition to the new processes. Regular feedback from the teams is incorporated into improvements. This ensures that the solution remains suitable for everyday use and is popular with users.
