A PSA platform for consulting firms that integrates with Salesforce CRM
Connect Salesforce CRM with Operating to manage resourcing, project financials, and invoicing connected to your pipeline.
Connect your Salesforce opportunities to Operating
See your Salesforce opportunity pipelines and choose when deals flow into Operating
- Sync data from Salesforce to Operating with our plug and play integration
- Choose the deal stages relevant for project staffing
- Make collaboration between sales & delivery more efficient
- Navigate between Operating and Salesforce with ease
Plan teams for projects before they start
Plan the team setup and add placeholder roles or named consultants to projects in your sales pipeline
- Salesforce opportunities create tentative projects automatically
- Assign placeholder roles for projects to forecast your tentative capacity
- Match the right consultants to projects based on role, skills, and availability
- Track all client requests within your sales pipeline to ensure seamless collaboration across your staffing team.
Go deeper
Access our Operating Routine for Resource Planning
Agencies and consultancies of all sizes – from a boutique to an international powerhouse – should operate efficiently. We wrote a Resource Planning Routine and a solid agenda for your weekly meeting. Get the guide.
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Get the Staffing Routine by clicking below.
Download guide
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