A PSA platform for consulting firms that integrates with Salesforce CRM
Connect your Salesforce CRM to Operating to plan teams and match consultants to projects before closing deals to help you sales and delivery teams collaborate better.
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Join the group of happy customers using
Salesforce
and Operating together
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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.
Allocate & Forecast
Allocate resources to meet the budget from CRM, and forecast tentative capacity
- A project and people timeline for different points-of-view
- Allocate work with hourly rates and project budgets
- Visualize your deal stages on the project timeline
- Forecast tentative capacity and use HubSpot deal probabilities to account for uncertainty
HubSpot marketplace
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