Salesforce for Professional Services
Salesforce for agencies, consultancies, and professional services firms. Project-aware CRM, utilization, retainer billing, and partner ecosystems in one place.
What our Salesforce work delivers for Professional Services teams.
Methodology that ships.
Two-week sprints, senior team always, fixed-fee pricing. The same shape every time.
- Step 0101
Discovery
We map your current state: stack, team, motion, and what's blocking growth. No assumptions, no demo data.
- Step 0202
Architecture
We design the system. You sign off before we build.
- Step 0303
Build & migrate
Senior team builds in 2-week sprints with weekly demos. Validated, tested, signed off.
- Step 0404
Train & hand off
Documentation, runbooks, and 30 days of post-launch support included.
Built on real engagements.
Inside our Salesforce for Professional Services engagements.
Project and engagement objects
Engagement records, milestones, deliverables tied to opportunities and accounts.
Resource and utilization tracking
Senior team allocation, capacity views, utilization dashboards by practice.
Retainer and project pipelines
Separate sales motions tracked side by side. Forecast by revenue type.
Approval workflows for SOWs
Multi-stakeholder SOW approvals, version control, signature capture.
Partner and referral tracking
Channel partner records, referral fees, and partner-influenced pipeline reporting.
Time-and-billing integration
Harvest, Toggl, Replicon. Time data tied to opportunity and account records.
A few of the brands we've delivered for.
“Senior team, sprint cadence, fixed fees. The same expert who scoped our project led delivery. I never got handed off. That alone is worth the premium.”
Salesforce for Professional Services, answered.
How long does this take?
Most engagements run 6 to 12 weeks for the build phase, then transition to optional ongoing operations.
How is this priced?
Project work is fixed-fee against a defined scope. Retainers are monthly with clear deliverables. We share specifics on the strategy call once we understand the scope.
Who's on my account?
A senior project lead, plus the specialists relevant to your scope. One named account lead end-to-end.
How do we get started?
Book a 30-minute strategy call. We cover scope, timeline, and pricing. If we're a fit, you get a proposal within 48 hours.
Related work.
Ready to ship this?
Book 30 minutes. We'll cover what good looks like for your stage, stack, and team.
How INSIDEA works
