As a professional services firm, time is money – and automation technology presents a huge opportunity to streamline operations and make the best possible use of your time and resources. Configero has deep experience helping professional services organizations leverage the Salesforce platform to maximize profitability and optimize resource allocation for optimum business outcomes. We even built a 100% native, enterprise-class professional services application on, Project Pulse, to give services organizations a better way to manage people, projects and profits in their existing CRM environments.

We partner with professional services firms to build Salesforce solutions that enable you to:

  • Limit manual processes that lead to errors, rework & delays.
  • Gain real-time visibility into the financial & operational health of the organization.
  • Manage project requirements, timelines & SLAs.
  • Prevent over-scheduling with improved visibility into resource capacity / staffing.
  • Create profitable quotes and honor commitments for project start dates.
  • Track time & quickly capture meeting notes onsite.
  • Create an automation process to generate RFPs, proposals, and SOWs.
  • Forecasting & resource planning.

As the Professional Services field grows and changes, traditional client-server solutions limit your ability to be agile and adapt.  We help you build the cloud-based CRM technology solutions you need to stay ahead and drive growth.

Trusted by world-class professional services organizations across the globe...

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