Salesforce for professional services: grow your business
How Salesforce helps your business reach new heights
What companies can benefit from professional services automation with Salesforce
Consulting firms
Streamline project management, client interactions, and resource allocation to ensure higher client satisfaction.
Engineering and construction companies
Manage complex projects easily by tracking milestones, collaborating with stakeholders, and monitoring budgets and timelines.
Staffing and recruiting firms
Automate recruitment processes and manage candidate relationships more effectively.
Legal services companies
Improve case management and client communications by tracking progress and automating billing processes.
Financial services firms
Optimize client management and financial planning with Salesforce’s analytics and financial services capabilities.
Marketing and advertising agencies
Manage marketing efforts and client engagement easily using Salesforce’s marketing automation tools.
Salesforce solutions for professional services firms
Salesforce CRM
Leverage world-class CRM to centralize client data and manage contacts, leads, and opportunities.
Project management
Plan, execute, and monitor projects of any complexity, ensuring they are completed on time and within budget.
Financial management
Manage billing and invoicing as well as track revenues and expenses with Salesforce’s integrated financial tools.
Analytics and reporting
Gain insights into your business by creating reports, tracking key metrics, and analyzing trends.
How we configure professional services automation in Salesforce
Noltic — your reliable Salesforce professional services consultant
Since 2017, Noltic has been consistently helping professional services firms succeed with Salesforce. We’ve made a real difference across all industries — from financial services and advertising to construction and real estate.
projects
AppExchange
certificates
certified architects
Success stories of our clients
AppExchange development, Salesforce UI/UX
Creating a custom recruitment solution for Hire Genius
Explore how Noltic helped Hire Genius, a leading UK-based recruitment company, design and develop a custom Salesforce solution. Discover how our all-in-one platform changed the way recruiters and candidates communicate.
Revenue Cloud & CPQ
Automating quote calculation for Cheshire Pointing
See how our team enabled the automated calculation of service prices for Cheshire Pointing, a brickwork company. Check out how our efforts sped up sales cycles, increased operational efficiency, and improved customer engagement.
Sales Cloud, Experience Cloud
Improving customer relationship management for Ideal State
Discover how we used Salesforce to help our client, a digital transformation company, create a bespoke customer community portal. Explore how we implemented subscriptions, customer onboarding, request management, and other custom features.
Sales Cloud
Simplifying recruitment processes for Makosi
Check out our work for Makosi, an audit company, where we contributed to the Luna project. See how we leveraged Salesforce to deliver a tool covering the entire recruitment process and develop custom features to meet our client’s needs.
Client testimonials
“They’re knowledgeable about Salesforce, provide excellent quality, and have a fantastic attitude. We ran into significant technical challenges, all of which they’ve easily overcome. Whenever I demo the product, it works well. They’ve always delivered in a timely manner.”
“I was most impressed by the way that they became invested in the product and really worked with us as a partner.”
Lets work together
FAQ
- Look for a team with successful projects in your industry.
- Check if the team has experience with custom app development, integrations, and Salesforce configuration.
- Prioritize the team with a clear project management strategy.
- Ask for references from previous clients to understand how they liked working with the team.
- Check reviews and ratings on professional websites.
- Compare pricing and packages from different providers to find the best value for your money.
- Creating custom apps that follow your unique business requirements.
- Integrating Salesforce with other systems you use, such as ERP, CRM, marketing automation platforms, or scheduling software.
- Customizing Salesforce settings and workflows to match your specific processes.
- Project scope
- Project complexity
- Team’s size and experience
- Use built-in Salesforce features where possible to avoid custom development.
- Update your Salesforce system regularly to benefit from new features and improvements.
- Audit your Salesforce system for inefficiencies and adjust accordingly.
- Collaborate with Salesforce professional services consultants to get recommendations on the most optimal Salesforce setup for your business.
- Track KPIs to measure the return on your Salesforce investment.
