CRM and AI for B2B service companies
For organisations that sell services to other organisations: HR and payroll services, facility services, consultancies, prevention at work, member services. When your clients are companies, every contract, request and renewal counts. We build your CRM on Salesforce and add AI where it saves your teams time.
The challenges we see in professional services
Recurring contracts and complex products
Your products grew with your clients' needs, and so did your pricing. Some contracts renew, some do not, and nobody is sure what each client has. We help you understand your products, simplify them and build a revenue engine around them.
Onboarding new client companies takes too long
A signed contract starts a chain of forms, documents and handovers between sales, administration and service. Each manual step delays the moment the client gets value.
High volumes of service requests
Client companies send questions, changes and documents every day, by email, phone and portal. Without routing and a clear view per client, requests wait and answers vary.
One client, but your business units work in silos
Groups grew unit by unit, sometimes with different partners and processes. Cross selling is hard when one unit cannot see what another already delivers to the same client.
Field work that reports back late
Technicians and inspectors fill in reports on site. If the app is clumsy, reports arrive late, incomplete or wrong, and the client notices before you do.
AI expectations, scattered data
Leadership wants AI to help with requests, documents and proposals. The knowledge sits in inboxes, files and people's heads. Structure comes first.
How we help
Packaged offers
Offers with a clear scope.
-
Salesforce Value Check
Salesforce is live, but teams work around it. We find out why and make it fit how your account managers, service teams and field staff really work.
-
Data, AI and governance readiness scan
Find out which AI use cases your data can support today, from sorting client requests to reading documents and picking up calls.
-
AI-led managed services
One senior team for projects and support across all your entities, with consistent release practices. AI agents work only in development environments without client data, and a person always deploys to production.
CRM and revenue
Where your teams sell and quote.
-
Sales productivity and pipeline
Sales Cloud for accounts and pipeline across units, Service Cloud for client requests, Field Service for work on site, Experience Cloud for client portals, Marketing Cloud to reach the right contacts.
-
Quote-to-cash and pricing
Offers and contracts built from your service catalogue and price lists, approved in the system and signed without chasing PDFs.
Data
One customer, from every system.
-
Customer data and integrations
Client accounts and contacts that fill themselves in and stay fresh: company data, the right people at each client and duplicates merged across units.
AI
Agents that keep customers and help your team sell.
-
GTM engineering
Calls, outreach and enrichment tools connected to Salesforce, so account managers follow up from one place and every touch is logged.
-
AI agents for sales and service
AI agents that sort and resolve common client requests, prepare account reviews and draft answers, with a person taking over when it gets complicated.
The tools we combine in professional services
-
The backbone: Sales Cloud, Service Cloud, Field Service, Experience Cloud, CPQ, Marketing Cloud and Data 360, depending on the case.
-
Claude models, alongside Salesforce, for agents that read client emails and documents, sort service requests and draft replies your teams check. Claude also powers the agents in our own delivery.
-
Professional services automation built on Salesforce: resource planning, projects, time and billing, on the same platform as your pipeline.
-
Calls, SMS and WhatsApp connected to the CRM. Voice agents get a phone line, and every conversation with a client company stays on record.
-
Direct debit mandates and recurring payments, with the payment status visible to your account managers.
-
Offers, contracts and amendments generated and signed without leaving Salesforce.
Professional services cases
See all cases- Professional services
1 view of the network and its members From health check to one view of every member Sales Cloud, PDF Butler - Professional services
360°view of customers Training, cases and marketing on one customer view Marketing Cloud Growth, Data 360 - Professional servicesVideo testimonial
1,000+Salesforce users supported One Salesforce partner for every business unit Sales Cloud, Service Cloud, Field Service, Experience Cloud, CPQ, Marketing Cloud - Professional services
First time visit reports close without rework Field quality checks that close the first time Sales Cloud, Service Cloud, Field Service, Experience Cloud - Professional servicesVideo testimonial
2 entities served by one partner on shared services Two related entities, one partner, one shared cost model Sales Cloud, Service Cloud, Experience Cloud, CPQ, Marketing Cloud - All casesFilter by industry, offering and productSee all cases
Questions we get on calls
Have you worked with organisations like ours?
Yes. Our clients include several B2B service organisations: HR and payroll services companies, facility services, consultancies, prevention and security organisations and more. You can read some of their cases below, and we are happy to walk you through them on a call.
We have several entities or business units on one org, built by different partners. Is that a problem?
It is common, and it is fixable. Several of our clients were in that situation. We start with an assessment of what exists, make quick improvements, and then work towards consolidation and alignment across the organisation.
Can Salesforce handle client service and field work, or only sales?
It handles all three. Service Cloud routes client requests and shows the full history per client company. Field Service schedules visits and lets staff file reports on site with pictures, so they close the first time.
Where does AI help a service organisation first?
Usually where volume is high and the work repeats: sorting incoming requests, reading documents, drafting first replies. Voice is often next: an agent picks up simple calls and logs what was said in the CRM. A person stays in charge of the answer. We check first whether your data can support it, so the agent helps instead of guessing.
Where would you start?
Usually with the Salesforce Value Check or a workshop on one painful process, such as client onboarding or service requests. You get a clear list of what to fix first, in order of business impact, before you commit to a bigger project.
Selling services to other companies?
Tell us how you sign, onboard and serve your clients today. We will show you how similar organisations set it up, and where we would start.
