Salesforce for Professional Services Firms

Our Salesforce for Professional Services Solution allows companies to manage their entire end-to-end service on the Salesforce Platform, from Lead Generation to Project Delivery.

A single Cloud Platform for Professional Services

Professional Service firms have lots of things to manage. From Marketing to Lead Conversion, Account & Contact Management, Opportunity Conversion, Project Delivery, Resource Management, Invoicing and more… a single joined up system is the only way to stay productive… and profitable.

At Creation Technology we have developed a pre-build Industry CRM for the Professional Services Industry built on Benefit from rapid deployment of a custom fit solution but with the flexibility & ease of customisation that you would expect from the Salesforce Platform.

Lead & Opportunity Management

Our Professional Services solution provides powerful functionality to segment prospects, quote effectively, mirror workflow processes to your business, create tasks & activities, add documents to records securely all directly from your Salesforce CRM. Generate more leads & close deals faster with Industry leading sales tools from Salesforce, the world’s no.1 cloud CRM provider.

Visually manage Leads & Opportunities with Kanban boards & on-page visualisations that surface key insights at the point of use.

Project Management

Generate Project Records in Salesforce once an Opportunity has been closed won. Allow your whole team to deliver against the Project using custom workflows, document management, in-built collaboration & communication tools, notes & files. Deliver one off or multiple projects for the same client & gain a central 365-degree view of every interaction with the business.

Record time & expense against project records & directly bill from Salesforce. Fully integrate with XERO, Sage & QuickBooks.

B2B Marketing Automation

Our Salesforce for Professional Services platform allows businesses to generate more business by marketing more effectively to prospects. Drive traffic from social channels, convert prospects with dynamic landing pages, focus on high value prospects with lead scoring & nurture prospects on mass with personalised engagement email campaigns.

Creation also offers Development on Demand customers additional digital marketing consultancy to support development of case studies, assets etc.

Time & Expense Management

We have built customisable time & expense management technology directly into our Salesforce for Professional Services solution. Easily detail time spent directly against Projects & generate client burn reports. Directly integrate Invoicing in Salesforce with accounting systems such as XERO, Sage, QuickBooks, FinancialForce etc for finance management.

Add time & expense records to Projects from wherever you are in the world using Salesforce Mobile on Phone, Tablet or Desktop.

Client, Partner & Employee Community

Extend functionality in your Salesforce Org directly to Clients & Partners using Salesforce Communities. Share Project records with Clients as you wish to save time & aid collaboration. Only provide clients with access to the records, fields, documents that you wish. Allow clients a simple & secure way to share confidential documents with your business via Community Login.

Build closer connections with key clients by providing marketing assets such as briefing documents, white papers, intelligence papers etc.

Target Tracker & Contact Engagement Status

Our unique Target Tracker & Contact Engagement Status functionality allows you to track performance back up through the sales & marketing funnel. Set performance expectations at each stage of the process & then track performance against targets to ascertain what is and what is not working for you.

Our automated contact engagement status allows you to get a real time view into the status of prospects in your CRM using Account Based Marketing.

AppExchange Apps is surrounded by a Community of Developers who provide users with pre-built functionality & integrations accessed via the AppExchange. Hundreds of thousands of Apps exist on the AppExchange for every use imaginable including; eSign Apps, Jira, Trello, Slack, Telephone Integration, Video Conferencing, Marketing Automation, merge functionality for contracts etc

In addition to this Salesforce comes with out of the box Email & Calendar Integration for Google GSuite & Microsoft Outlook.

The Salesforce Platform

Salesforce is the undisputed leader in cloud CRM. Companies from Enterprise to SMB use Salesforce to power their business & to access leading tools made available to everyone as part of their platform license. There are 3 major Salesforce releases each year meaning the platform is constantly updating and you are always up to date with the latest technology.

Access platform functionality including; tasks, approval processes, workflow rules, open APIs, validation rules, flows, process builders & more!

Salesforce for Professional Services

To find out more about our Salesforce for Professional Services Solution simply complete the form & a member of our Professional Services team will get in touch to discuss your Company’s specific requirements.