Digital Transformation for Service Companies
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.
AI and Digitalisation Strategy for Service Providers, Consultancies and Agencies
Service companies are often held back by unclear pipeline and project management, fluctuating utilisation and bench costs, as well as manual quoting and billing processes. In addition, the lack of real-time KPIs for margins, WIP and forecasts makes it difficult to maintain an overall view.An intelligent, connected data infrastructure provides clarity. It brings together customer, project and resource data, automates the journey from lead to invoice, and delivers a 360-degree view for well-informed decision-making.Drawing on extensive industry expertise, Salesfive develops the right digitalisation and AI strategy for your service business – from acquisition, quote and contract management to skills-based staffing and project management, as well as time and expense, billing and AI-powered optimisation of utilisation and margins. Our approach is technology-agnostic: together, we select the platform that fits your business model, rather than assuming a predefined system landscape.
Jacob Kaufmann
My team and I ensure a seamless digital transformation across your organisation.
What We Do for You
As a leading provider of digital transformation and artificial intelligence, we connect your strategy, processes and technologies.
Strategy and Process Consulting
We refine your digital strategy, optimise processes and develop your operating model – independently of technology. This creates a clear roadmap before you make decisions about systems.
Artificial Intelligence & Data
We establish the data foundation and put AI to productive use through agents and clear governance. This turns your data into measurable value rather than mere hype.
Salesforce & CRM
We implement and integrate Salesforce, support change and operate your solution. Drawing on experience from more than 2,800 projects, we reliably deliver what we plan.
Use Cases
What We Have Already Delivered for Professional Services
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
Are your pipeline, quotations and invoicing managed in separate systems? Implement an end-to-end lead-to-invoice process – including CPQ, approvals, e-signatures, and contract and framework management – to close deals faster.
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
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
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
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
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.
Change Management: Definition, Models and Success Factors
Change is not a project, but an ongoing responsibility. Change management provides structure for transformation and uses proven models and methods to shape it effectively.
References
Projects That Delight Customers
Discover how we have already helped service providers, consultancies and agencies increase utilisation, shorten billing cycles and stabilise margins.
"Professional services do not scale through more hours, but through better management. Bringing pipeline, staffing and delivery together on one platform increases speed and profitability."
Contact
Ready to Digitally Transform Your Internal Processes?
Wherever you are in your journey, together we find the right starting point. Contact us and we will get back to you promptly to discuss your project.
FAQ
Frequently Asked Questions
From resource utilisation and project management to billing: we understand the practical challenges faced by service providers, consultancies and agencies, and provide initial answers here.
Entscheidend ist nicht das Produkt, sondern die Prozesskette: Vertrieb, Angebot, Staffing, Projekt, Zeit und Abrechnung sollten verlustfrei ineinandergreifen. In der Praxis bewährt sich ein Kern aus CRM (Vertrieb/Service) plus einer PSA-Schicht für Ressourcenplanung und Abrechnung, ergänzt um ein sauberes Reporting-Layer.
Welche konkreten Bausteine passen, hängt vom Geschäftsmodell ab. Projektgeschäft, Retainer oder Managed Services stellen unterschiedliche Anforderungen. Wir starten technologieunabhängig mit einem kurzen Assessment Ihrer heutigen Tool- und Datenlandschaft und empfehlen erst danach die passende Kombination.With a tightly scoped first step rather than a big-bang rollout. The proven starting point is the "quote-to-invoice" process: quote templates, approval logic, digital signatures and streamlined integration with the finance system. This delivers immediate, tangible relief and creates a reliable data foundation.
This is followed by further stages such as capacity planning, customer portals and automation. The most common mistake in practice is trying to achieve too much at once. We therefore scope the initial pilot so that it goes live within a few weeks.
The foundation is clean profiles covering skills, availability and cost rates. Building on this, the right platform supports staffing, capacity planning and forecasts for pipeline, projects and revenue. Early warnings of bottlenecks and reassignment suggestions reduce downtime (bench time) and help keep delivery on schedule. In practice, it pays to start with a reliable skills and availability directory. This often delivers a measurable increase in utilisation before AI forecasting even comes into play.
Real-time dashboards show planned versus actual figures, budget consumption, WIP and risks for each project. Early deviation alerts, transparent time and expense tracking, and clear approval processes provide control. This enables project managers to take corrective action in good time, negotiate change requests and safeguard profit margins – rather than discovering budget overruns only at the end of the month.
Through open, standardised interfaces, we securely exchange customer, quotation, project and billing data, regardless of the platform in use. We often integrate financial accounting, payroll and time recording systems, as well as reporting tools. This creates an end-to-end process without duplicate data entry – from the initial quotation through to invoicing and revenue reporting.
Start with clearly defined use cases that deliver tangible value: forecasts for utilisation and revenue, automated skill matching, project risk alerts, proposal support or meeting summaries. Clean data and clear permissions provide the foundation.
We establish guardrails for quality, security and traceability, involve team members in review and approval processes, and measure the impact using clear KPIs. This keeps AI practical, transparent and manageable.
Supporting training, intuitive interfaces and clear workflows are essential. We provide role-specific guidance, short learning modules and support the transition to new processes. Regular feedback from teams informs ongoing improvements. This keeps the solution practical for day-to-day use and encourages adoption.
