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Sales teams track their personal quota, their team quote, forecast gaps and likely deals in their pipeline in a dashboard.
Agentforce 360 for Professional Services

Power growth and better client relationships with Agentforce 360 for Professional Services.

Personalise client and talent engagement, enhance firm operational efficiency, and unlock revenue with a deeply unified platform for professional services.

Industry leaders build vibrant work cultures with Salesforce.

KPMG customer story
The Adecco Group customer story
McDermott Will & Emery customer story
IBM customer story
Indeed customer story
Allegis Group customer story

Salesforce helps Professional Services firms accelerate growth.

Fuel firm success using integrated data, apps, and agents with Salesforce for Professional Services.

Consulting

Boost firm productivity, streamline knowledge sharing, and deliver exceptional client experiences with integrated data and AI-powered solutions.

Legal

Unlock firm-wide growth with connected data and AI-powered solutions that deepen client understanding, personalise engagement, streamline operations, and empower better decision-making.

Staffing and Recruiting

Streamline recruiting, place talent faster, and impress your clients with hyper-personalised experiences, task automation, and an always-on digital workforce.

Unite your firm around a shared view of every client.

A 360-degree view of all the products that personalise every customer's journey.
Two sales professionals smile.
Maximise ROI with the #1 Success Ecosystem.

From support, expert guidance and resources to our partners on AppExchange, the Success Ecosystem is here to help you unlock the full power of your full investment.

Sales, Service, Marketing, Commerce and Slack in one interface
Take the first step with Starter Suite.

Find more clients, win more business and keep your customers at the heart of it all with an all-in-one CRM suite. Starter Suite, brings sales, service, marketing, and Slack together, so you can grow more efficiently with easy-to-use CRM tools.

Keep up with the latest Professional Services trends, insights and conversations.

Ready to take the next steps with the world's #1 AI CRM for Professional Services?

Salesforce for Professional Services FAQs

Customer relationship management (CRM) is a system that provides Professional Services firms a way to manage their client interactions across sales, customer service and marketing, as a means to stay connected, streamline processes and improve profitability.

Consider your specific business needs. Salesforce can empower firms with an integrated CRM platform and AI agents that help you to exceed client expectations to drive revenue growth and innovation.

CRM provides firms with a 360 degree unified client profile so they can deliver a best-in-class client experience with proactive, data-driven guidance, shift focus to high-value activities by streamlining operations with AI agents and drive innovative growth grounded in new technology.

Salesforce is consistently ranked the #1 CRM provider every year by a variety of organisations. Salesforce has Professional Services customers that include the largest enterprises as well as SMBs who run their business with our trusted CRM and Agentforce solutions.

Disclaimer: Salesforce pre-built Agentforce capabilities are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.

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