Delivery 360
One governed view of projects, resourcing, and utilization instead of a month-end spreadsheet.
industries · 10
Professional Services
Bill more of the day, chase less of it.
[ top challenges ]
What slows Professional Services teams down.
- Project, resource, and billing data spread across disconnected tools
- Utilization and margin you can only see after the month closes
- Client requests and status updates handled by hand
[ what we automate ]
Where we move the needle.
- Project, resource, and time data unified on Data 360
- Agentforce agents for client and project-status questions
- Staffing and approval orchestration in Flow
[ included playbooks ]
Ready-to-run for Professional Services.
Client-Status Assist
An agent that answers project-status and billing questions from the system of record.
Professional Services blueprint
Build your Professional Services blueprint.
Book a 30-minute working session and we'll map the highest-leverage Salesforce and Agentforce plays for your team.