SALESFORCE FOR BUSINESS SERVICES

Strengthen your business services offering with a 360-degree view.

Provide holistic experiences in professional, legal, real estate, recruitment, and education services via Salesforce's connected platform — which includes a powerful CRM.
Watch Demo
LEARN MORE
 
Three bubble images featuring a smiling man, Astro waving his hand, and executives examining a laptop screen.
 

Boost productivity and create efficiencies with one, unified platform.

 

Professional services.

Find and deliver new revenue opportunities to keep ahead of your competition, increase client satisfaction, and lower your professional service company’s churn rate.
See Professional Services Solutions

Law firms.

With Salesforce, you can automate backend processes and gain a single, unified view of your clients to keep them delighted and improve your team’s efficiency.
See Law Firm Solutions
 

Talent.

Scale and automate to become more powerful, form long-lasting relationships, and provide exceptional experiences for clients, candidates, and students.
See Professional Services Solutions

Built Environment.

Create a single source of truth within real estate, facilities management, and the construction industry.
See Built Environment Solutions
 

What is Salesforce?

 
An illustration of a phone screen displaying a statistics graphic with the percentage 78%.

Your single source of truth.

Salesforce is a customer relationship management solution. In business services, it can be used to bring companies and clients together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single view of every client.
Learn More
An image of Astro with a happy expression.
 

Our powerhouse partners extend Salesforce for Financial Services.

See Customer Stories
 

Frequently Asked Questions.

 

What is a business services CRM?

CRM stands for customer relationship management. In business services, CRM software unifies client data in one place.

Salesforce's CRM helps business services firms to better use data, unite teams, and create efficiencies. With a 360-degree view of each client, they can deliver engaging data-led experiences — every time.

What is a client-centric business?

A client-centric business places its clients at the centre of everything it does.

Having all client data in a single record helps businesses be client-centric. This is key to building loyalty and keeping clients happy. A unified view of data allows business services organisations to provide powerful, personalised experiences.

What are digital business services?

Digital business services organisations are business services firms that have adapted to today's digital demands.

Each of Salesforce's solutions, including Marketing Cloud, Mulesoft, and Tableau, can help these businesses evolve. These powerful tools digitally transform how businesses collect, organise, and view client data.

 
 
 

The latest resources for business services.

EXPLORE MORE RESOURCES