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Best CRM Software for Professional Services | Salesforce IN
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Sales teams track their personal quota, their team quote, forecast gaps and likely deals in their pipeline in a dashboard. [Sales teams track their personal quota, their team quote, forecast gaps and likely deals in their pipeline in a dashboard.]
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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.

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Industry leaders build vibrant work cultures with Salesforce.

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

Salesforce helps Professional Services firms accelerate growth.

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38 %
increase in employee productivity
Firms reported greater employee productivity after implementing Salesforce.
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37 %
improvement in client satisfaction
Firms reported increased customer satisfaction after implementing Salesforce.
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42 %
increase in sales revenue
Firms reported an improvement in sales revenue after implementing Salesforce.

Source: FY25 Customer Success Metrics for Professional Services

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

Accounting, Tax and Audit

Streamline collaboration, optimise firm performance, and deliver data-driven client experiences with AI agents for efficiency and personalisation at scale.

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Consulting

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

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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.

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Staffing and Recruiting

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

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Unite your firm around a shared view of every client.

A 360-degree view of all the products that personalise every customer's journey. [A 360-degree view of all the products that personalise every customer's journey.]

Salesforce Portfolio

Personalise every experience along the client journey with real-time data and trusted AI, on the world's #1 AI CRM built for professional services.

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Two sales professionals smile. [Two sales professionals smile.]
Everything you need to maximise ROI.

From support, expert guidance, and resources to our trusted partner ecosystem, Customer Success is here to help you unlock the full power of your full investment.

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Sales, Service, Marketing, Commerce and Slack in one interface [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.

Find out more Try for free

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

AI-Driven Staffing: Streamline Processes and Boost Revenue [AI-Driven Staffing: Streamline Processes and Boost Revenue]
Webinar

AI-Driven Staffing: Streamline Processes and Boost Revenue

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Watch the webinar: Turbocharge Productivity and Your Bottom Line with Digital Labour Powered by Salesforce Agentforce [Watch the webinar: Turbocharge Productivity and Your Bottom Line with Digital Labour Powered by Salesforce Agentforce]
Webinar

Turbocharge Productivity and Your Bottom Line with Digital Labour Powered by Salesforce Agentforce

Watch the webinar
Transforming Consulting Through Generative AI [Transforming Consulting Through Generative AI]
Report

Transforming Consulting Through Generative AI

Read the report
Watch the webinar: Client-Centric Law Firm: McDermott Will & Emery's Tech-Forward Vision [Watch the webinar: Client-Centric Law Firm: McDermott Will & Emery's Tech-Forward Vision]
Webinar

Client-Centric Law Firm: McDermott Will & Emery's Tech-Forward Vision

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

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Salesforce for Professional Services FAQs

What is CRM for Professional Services?

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.

How do I choose the right CRM for a Professional Services firm?

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.

How do CRM solutions benefit a Professional Services firm?

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.

What is the best CRM for Professional Services?

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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