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Professional Services

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Professional Services

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Professional Services

Professional Services

Smarter systems for service-driven businesses

Smarter systems for service-driven businesses

Firms in legal, consulting, marketing, and other service industries rely on their people to deliver results. But without the right infrastructure, client work becomes harder to track, scale, and optimize.

Salesforce offers a centralized way to manage leads, client engagements, billing cycles, and performance metrics. We help service-based businesses design systems that support project delivery while giving leadership the visibility they need to grow.

Firms in legal, consulting, marketing, and other service industries rely on their people to deliver results. But without the right infrastructure, client work becomes harder to track, scale, and optimize.

Salesforce offers a centralized way to manage leads, client engagements, billing cycles, and performance metrics. We help service-based businesses design systems that support project delivery while giving leadership the visibility they need to grow.

We help professional service firms:

We help professional service firms:

Manage the entire client lifecycle, from lead to renewal.

Automate proposals, onboarding, and task assignments.

Track time, milestones, and service delivery across teams.

Build dashboards that show revenue pipelines, utilization, and client health.

With streamlined workflows and data in one place, service firms can stay client-focused while running a more efficient and scalable operation.

With streamlined workflows and data in one place, service firms can stay client-focused while running a more efficient and scalable operation.

Let's be in touch

Contact Us

Whether you’re exploring options or ready to optimize your CRM, we’re here to help. Contact us today and let’s find the right solution for your business.

You can contact us at:

hello@palmconsulting.io

Let's be in touch

Contact Us

Whether you’re exploring options or ready to optimize your CRM, we’re here to help. Contact us today and let’s find the right solution for your business.

You can contact us at:

hello@palmconsulting.io

Let's be in touch

Contact Us

Whether you’re exploring options or ready to optimize your CRM, we’re here to help. Contact us today and let’s find the right solution for your business.

You can contact us at:

hello@palmconsulting.io

© 2025 - Palm Consulting Team

© 2025 - Palm Consulting Team

© 2025 - Palm Consulting Team