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Power growth and better client relationships with Agentforce.
Personalize 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.
Salesforce helps Professional Services firms accelerate growth.
38
%
increase in employee productivity
Firms reported greater employee productivity after implementing Salesforce.
37
%
improvement in client satisfaction
Firms reported increased customer satisfaction after implementing Salesforce.
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, optimize firm performance, and deliver data-driven client experiences with AI agents for efficiency and personalization at scale.
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, personalize engagement, streamline operations, and empower better decision-making.
Staffing and Recruiting
Streamline recruiting, place talent faster, and impress your clients with hyper-personalized experiences, task automation, and an always-on digital workforce.
Unite your firm around a shared view of every client.
Salesforce Portfolio
Personalize every experience along the client journey with real-time data and trusted AI, on the world's #1 AI CRM built for professional services.
Maximize 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.
Keep up with the latest Professional Services trends, insights, and conversations.
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Salesforce for Professional Services FAQ
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 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 organizations. 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.