Pipeline, projects and support in the same system — so sales knows what delivery can do, and delivery knows what was sold.
An IT company sells what it has yet to build. That is why most value is lost between signing and delivery: sales promises a deadline, delivery learns about it later, and support gets something it didn't expect.
The CRM knows the contract value, the project tool knows how many hours were spent. Few people look at both, so the margin is calculated when the project is already finished and nothing can be done anymore.
When the opportunity, available people and time spent are visible in one place, deadlines are promised based on capacity, not optimism.
For IT services companies, everything depends on staff utilization. Without insight into who is available and for how long, hiring is based on gut feeling and projects overlap.
A visible pipeline combined with a resourcing plan turns hiring from a reaction into a decision, so you see what is coming before it arrives.
These are situations we hear about from software companies, integrators and IT service providers. For each one, we show what we change and which product we use.
The quote is built in a spreadsheet, and capacity is checked by email. We run opportunities through a system where scope, people and dates are confirmed before the quote goes to the client.
Sales CloudThe margin is visible only at the end, when nothing can be done anymore. We combine the contracted value with time spent and cost, so project profitability is visible while the project runs.
TableauSupport, hosting and licenses get renewed because someone happened to remember. We set up flows that open the renewal in time, with terms already prepared.
Sales CloudEmail, chat, phone and the portal each keep their own lists, so SLAs are tracked by feel. Everything comes into one place, with priority, deadline and history per client.
Service CloudSupport keeps writing answers that already exist. An AI agent takes over repetitive questions using your documentation, and people stay on what requires judgment.
AgentforceThe CRM, project tool, invoicing and support share nothing beyond a spreadsheet export. We connect them so you see the whole client, without retyping.
Salesforce covers sales, contracts, renewals and support, and for projects and resource planning there are two routes. The first is a project and resource utilization module built on the Salesforce platform itself, tailored to the way you work. We built such a module for our own needs, so we know what it has to track in practice. The second route is connecting to the tool your team already uses. The choice depends on the size of the team and how deeply rooted the existing tool is.
Yes. Your project tool, Jira for example, can stay, and Salesforce connects to it through integration: sales sees delivery status, and delivery sees what was contracted and by when. Only what can't be connected, or what causes data to be retyped today, gets replaced.
Contracts and their expiry dates are kept in Salesforce, and a flow opens the renewal in time, with terms already prepared and a responsible person assigned. Renewal no longer depends on someone remembering, and renewal revenue is visible in advance, not only when it comes in.
The AI agent, Salesforce Agentforce, answers recurring client questions based on your documentation and knowledge base, via chat or a portal. When a question calls for judgment or the agent has no reliable answer, it hands the case to a person along with the full conversation history, so the client doesn't have to repeat themselves.
Most often with sales and capacity confirmation, because that is where the most gets lost between signature and delivery, or with support, if requests currently arrive through several channels without a single list. We implement that part first, then connect projects, renewals and invoicing.
Leading companies have already trusted us with their most important projects.
Let’s talk about the next steps. Get in touch and together we will find the best opportunities for your business.
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