Professional Services Expertise

When your people are your product, no CRM helps you plan for your margin like Salesforce.

Forecast for lasting client relationships.

For many professional service industries, profitability planning can often feel like riding on a rollercoaster. A large by-the-book project may indicate a soaring quarter only for an underscoped opportunity to drag margins back down to earth.

Since profitability in this space hinges staff utilization, it’s not only important to stick the landing on margin planning. It’s equally important that every project’s many moving parts are guided by a single source of truth and tracking. The right Salesforce solution can help every professional services firm proactively predict project margins, streamline contract processes, forecast new business and manage billings like never before.


Recommended Professional Services Solutions

  • Sales Cloud

    Trust the industry-leading CRM to deliver massive insight and efficiency across a multitude of professional services processes–from pipeline planning to billing and beyond.

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  • Community Cloud

    Keep clients informed and engaged by delivering an on-demand experience that can elevate your existing billing, planning and educational practices.

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  • Pardot

    Promote your subject-matter expertise as intelligently as possible with a marketing automation tool that ensures you capture and capitalize on every client or prospect interaction.

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  • Salesforce Implementation

    Whether you’re new to Salesforce or need to update your current org, we’re here to help consolidate and secure client data in one easy-to-use system.

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  • Salesforce Optimization

    If your business strategy is evolving or your first Salesforce implementation didn’t yield the expected results, our experts can help you correct course and stay on track.

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  • Integrations & Custom Development

    Manage your time and billable resources better by connecting your CRM with your workforce and project management systems for greater efficiency. 

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Don't Just Take Our Word For It

“Working with Canpango was first and foremost a collaboration, through-and-through. Nobody at Consalia had the technical expertise needed to make a custom Salesforce solution. Canpango helped us recognize our long-term vision and showed us how to tap into Salesforce’s potential in a way that reflects the way we work and do business with our customers.”


Learn more about how Canpango helped Consalia improve scalability through a new CRM.

 > Read the Story Here  

Learn how Canpango helped a national leader in science curricula evaluate, convert and translate cross-departmental workflows into a custom Salesforce org.

> Read the Story Here

Learn how tree, shrub and lawn care provider, SavATree, automated their multi-location email strategy for more tailored customer connections.

> Read the Story Here



Every Business is Different. Let’s focus on yours.

Contact our expert consulting team to learn how Canpango can transform the future of your organization.

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