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  Professional Services & Consulting

In the professional services industry, digital transformation is more than a buzzword, it's essential. 

Customers are demanding more from service providers and aren't afraid to turn to others. Looking inward, we also see that attracting and retaining skilled employees continue to remain challenging. As physical boundaries become a thing of the past, traditional firms with full-time staff and offices find themselves competing with solo consultants, gig workers, and virtual networks. It's no secret that the industry is at a pivotal moment of change. 

Challenges the industry is facing:


If we don't embrace change, we will start to experience challenges. 


These will be present both internally and externally. Internally, we already see that distance between teams has caused a disconnect between essential processes. Customer experience and service delivery are being affected by detached sales, service delivery, support, and finance. 

Externally, we see an increase in global competition meaning more strain on effective resource allocation and management. Day-to-day operations continue to shift as both employees and clients adapt to accelerating technology. Let's take a closer look at the challenges:


  • There is prominent mismanagement of human capital and employee profitability.

  • The growth of companies is stagnating due to increased competition. 

  • Resource management is becoming difficult and complicated.

  • Attracting and retaining skilled employees is becoming difficult. 

Face the challenge 

Through the implementation of FinancialForce's PSA solutions, you will be able to attain accurate data that is continuously updated and within a centralized repository.


Only then can businesses in the professional services industry adapt effectively to the ever-changing environment.


Increase in accounting and billing

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Average year-over-year professional services revenue



Average win ratio

Accurate forecasting
  • With built-forecasting capabilities, you will be able to perfect your resource planning and increase profitability.

  • Built staffing models will allow you to drive higher margins, quicker delivery and increase customer satisfaction. 

  • Get a lifecycle view of your current client base including key metrics.

  • Easily identify the best opportunities and respond quickly to market changes.

Automate and streamline
  • Automate all processes from sales to delivery. 

  • Track everything, including billing and expenses in multiple currencies. 

  • Automate compliance with new revenue recognition tools.

The Challenge
Time for an upgrade.

Centagon wanted to have Upswing, an app that allows marketing and sales to work together on a collaborative platform, transformed into a cloud-based application on the Salesforce platform.


Cloudteam Company was asked to: 


  • Rebuild the existing Upswing application on the platform.

  • Enrich Upswing functionality with Salesforce Sales and Marketing Cloud.

  • Realize seamless integration between online and offline laptop usage.   

The Solution
Joining Salesforce appexchange

Through a complete rebuild of the client-server application on the platform, we were able to make it an app within the Salescloud. 

This meant that the app will enable users to:

  • Structuring of communication materials and data flows (including authorization models). 

  • Building master presentations functionality and integration with existing sales processes (in Salesforce). 

  • Integration with existing corporate asset databases. 

  • Optimization of local presentations (uniform display of assets). 

The Result
Attaining rich functionality

Together we were able to realize the project as a joined venture and surprising customers with rich functionality compared to the original application. 

We attained great results: 

  • 80% reduction in time spend for collecting assets for presentations (pdf, ppt, video, etc)

  • Assurance that sales will have client-facing meetings with up-to-date marketing materials like corporate branding product marketing material. 

  • Existing Salesforce clients can simply add Upswing from the appexchange, eliminating the need for a complex IT implementation track.

Centagon teams up with Cloudteam company to transform the Upswing app.

Industry: Media and communications


Company Size: Medium

Headquarters: Veldhoven, The Netherlands

Products: Application on Salesforce platform

In a Meeting
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