Professional Services Solutions

As a growing professional services organization, Rosetree Solutions recognizes the careful balance of expectations and client satisfaction needed to successfully maintain success in the industry.  For both client engagements and internal management, we have leveraged features across the Salesforce to provide expert service management and transparency. Rosetree can help your firm stay digitally competitive in an ever-evolving competitive landscape.

We’ll help you work with the Salesforce Clouds right for your business:

Sales Cloud

Service Cloud


Salesforce CPQ

Professional Services Use Cases

Resource Forecasting

Resource Forecasting

Use Salesforce to track billable time, and in turn predict the future availability of resources.  When you can see cross-departmental metrics, executive level changes become easier to make, and with near-real time visibility, you can prevent capacity issues and solve problems before they occur.

Project Management & Client Portals

Project Management & Customer Portals

Professional services customers increasingly want more insight and transparency into the project management and billing process. Rosetree’s custom application development expertise can streamline client and project management, making sure you can understand the details of an engagement and understand the progress completed.  Take it a step further and build portals clients can access for opaque, up-to-date info on status, improving the quality of client communication and project success.

Project Management

Estimate Creation

Internally, Rosetree leverages Salesforce CPQ (Configure Price Quote) to compile line-item based statements of work, and digitally delivers contracts to clients for acceptance. Using Salesforce for these functions reduces errors, increases efficiency, and establishes consistency in client communications.

Let’s chat about how we can create solutions that are the best for your business.

Case Studies & Articles