Professional Services

Salesforce for Professional Services Firms

From consulting and accounting to legal and marketing agencies, we help professional services firms manage projects, optimize resources, and deliver exceptional client experiences with Salesforce.

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Common Challenges in Professional Services

We understand the unique pressures facing professional services firms

Resource Management

Difficulty allocating staff across multiple projects, leading to over-commitment or underutilization

Project Profitability

Lack of visibility into project costs, time tracking, and margins affecting profitability

Client Communication

Fragmented communications across email, spreadsheets, and multiple tools creating confusion

Time Tracking

Manual time entry processes leading to lost billable hours and inaccurate project costing

Pipeline Visibility

Limited insight into upcoming opportunities and forecasting for future resource needs

Knowledge Management

Critical client information and project knowledge trapped in individual inboxes and documents

How Appdraft Helps Professional Services Firms

Tailored Salesforce solutions designed specifically for project-based businesses

Project Management

Track projects from opportunity to completion with custom objects for engagements, milestones, deliverables, and task management.

Resource Planning

Visualize team capacity, allocate resources effectively, and forecast staffing needs based on your project pipeline.

Time & Expense Tracking

Capture billable hours directly in Salesforce with mobile time entry, approval workflows, and integration with accounting systems.

Client Portals

Give clients secure access to project status, deliverables, and communications through Experience Cloud portals.

Quoting & Billing

Generate accurate project quotes, track change orders, and integrate with invoicing systems for seamless billing.

Performance Analytics

Real-time dashboards showing utilization rates, project profitability, revenue forecasts, and team performance metrics.

Key Benefits for Your Firm

Our clients see measurable improvements in efficiency, profitability, and client satisfaction

Improve resource utilization by 30% with better visibility and planning
Reduce time spent on administrative tasks by automating project workflows
Increase project profitability with accurate time tracking and cost management
Enhance client satisfaction through better communication and transparency
Make data-driven decisions with real-time insights into firm performance
Scale operations without adding administrative overhead

Case Study

A 25-person consulting firm implemented Salesforce PSA with Appdraft and achieved:

35%

Increase in billable utilization

50%

Reduction in project overruns

25%

Improvement in client satisfaction scores