Beyond call recording: getting real ROI from Gong
Most teams treat Gong as expensive call storage. The return is in coaching, deal execution, and forecast accuracy. Here is how to move from recording to results.
Read the full post → How We Help
What we deliver for professional services firms.
Salesforce + PSA unified platform
Full integration of Salesforce CRM with Certinia, Kantata, or Replicon PSA, single source of truth for opportunities, engagements, projects, time, and invoicing.
Real-time utilization and capacity dashboards
Tableau or CRM Analytics-based dashboards showing utilization, bench risk, and pipeline coverage of capacity in real time.
Project profitability analytics
Integrated reporting across CRM, PSA, time, billing, and resource costs, giving leadership real margin visibility.
AI-augmented time tracking
Claude-powered calendar mining and time entry suggestions, consultants confirm rather than create, dramatically improving capture and compliance.
Project revenue recognition automation
Configured revenue recognition workflows for milestone, fixed-fee, time-and-materials, and outcome-based projects, audit-ready and reconciled to PSA.
Contractor onboarding and management
Salesforce-based contractor lifecycle covering vetting, onboarding, project assignment, time tracking, and payment.
Common Challenges
What we see in professional services.
The technology and process challenges that come up in nearly every engagement we run in this industry.
PSA disconnected from CRM
Most services firms run CRM and PSA as separate systems with manual handoffs. The data loss, friction, and lost margin are real.
Utilization and capacity visibility
Real-time utilization, bench risk, and capacity-against-pipeline visibility are hard. Without them, growth is guesswork.
Project profitability after close
Knowing actual project margins, not just hours worked, requires integration between time tracking, billing, project accounting, and resource costs.
Time tracking compliance
Senior consultants underreport time. AI can dramatically improve compliance without making it more painful.
Revenue recognition for milestone billing
Milestone-based and percentage-completion revenue recognition is hard to automate well, and where most service firms have accounting risk.
Contractor and 1099 management
Firms scaling with contractors need onboarding, compliance, and payment workflows that scale with them.
Regulatory & Compliance Matters
What we navigate in professional services.
Compliance is not a separate workstream, it is embedded in every workflow we deliver. The major frameworks we work within:
AICPA / State Board CPA Requirements
CPE tracking, peer review evidence, and independence documentation for accounting firms.
PCAOB Standards
Audit documentation, engagement quality review workflows, and inspection-ready file management for public company auditors.
IRS Circular 230
Tax practitioner conduct standards, due diligence documentation, and conflict-of-interest tracking.
GDPR / CCPA Data Protection
Client data subject request workflows, privacy notice management, and retention policy enforcement.
SOC 1 / SOC 2 / ISO 27001
Information security control evidence, vendor due diligence, and audit-ready security workflows.
Industry-Specific (HIPAA, FedRAMP, FINRA)
Sector-specific compliance overlays for firms serving regulated clients, healthcare, government, or financial services.
Signature Service Categories
The major professional services practices our team runs.
Each category represents a deep specialization with dedicated playbooks, accelerators, and experienced practitioners.
PSA & Project Operations
Full PSA deployments unified with CRM, time tracking, and project accounting.
Resource & Capacity Planning
Real-time utilization, forward forecasting, and resource staffing workflows.
Sales-to-Delivery Handoff
Automated engagement provisioning, kickoff workflows, and onboarding journeys.
Profitability & Executive Analytics
Project margin, utilization, and forecast dashboards for leadership.
AI for Services Firms
AI-augmented time tracking, project documentation, and knowledge retrieval.
Other Platforms
The technology stack we typically deploy here.
Salesforce + PSA (Certinia, Kantata, Replicon)
Salesforce Agentforce
Anthropic Claude for productivity AI
Tableau / CRM Analytics
DocuSign for SOW management
Time tracking + AI augmentation
Resource planning systems
Project accounting integration
Knowledge platforms (Notion, Confluence)
Contractor management systems
Integration Ecosystem
The platforms we connect to in professional services.
Our team carries hands-on experience across the systems your firm already runs. Integration is rarely the bottleneck.
Salesforce
HubSpot
NetSuite
Sage Intacct
QuickBooks Online
Microsoft Dynamics 365
Kantata (Mavenlink)
Workday Professional Services Automation
BigTime
OpenAir
FinancialForce / Certinia
Replicon
TimeSolv
DocuSign CLM
Ironclad
Microsoft 365
Asana / Smartsheet
Slack
How Clients Engage Us
Four ways to work with us on professional services initiatives.
From short diagnostics to fractional leadership, every engagement model is designed around the client's stage and needs.
Discovery & Strategy
PSA assessments and services-firm-specific diagnostics.
Fixed-Scope Implementation
PSA deployments, resource planning systems, and sales-to-delivery automation.
Managed Services
Ongoing PSA administration, optimization, and enhancement.
Fractional Operations Leadership
Senior services-firm operations leadership for growing consultancies and agencies.
Outcomes We Deliver
The metrics we actually move for professional services clients.
Engagements are measured by movement on the numbers that matter. These are the directions of travel we commit to.
Utilization rate (billable %)
Increased
Realization rate
Increased
Project margin
Increased
New client onboarding time
Reduced
Proposal-to-signature time
Reduced
Time entry compliance
Increased
Signature Frameworks
Proprietary methodologies for professional services work.
Every engagement leverages reusable assets, frameworks, blueprints, and diagnostics built up over hundreds of client projects.
PSA Reference Architecture
Our blueprint for connecting CRM, PSA, time/billing, and finance so utilization, realization, and margin are real-time, not retrospective.
Engagement Operating Model
A framework for moving engagements from sales through delivery, billing, and account growth with clean handoffs and minimum friction.
Resource Planning Playbook
A practical approach to capacity planning, skills tracking, and resource allocation that survives the realities of consulting work.
Margin Visibility Diagnostic
A targeted assessment of where project margin is leaking, scope creep, time leakage, pricing errors, or write-offs, with a plan to fix it.
Featured Insight
Insight & analysis from our professional services team.
Practitioner-level analysis from the consultants delivering the work.
Revenue Operations
Case Study
Recent professional services success story.
Sales Cloud
A multi-region technology-services firm reached a 98% Salesforce health-check score in a 20-hour Jumpstart
An IT and cybersecurity company operating across North America and the Middle East configured Sales Cloud for multi-entity, multi-currency operations and scored 98% on the Salesforce health check.
98%
Salesforce health-check score
20 hrs
To full deployment
Our Capabilities
How we help professional services clients.
Salesforce
Implementation, configuration, and managed services across the full Salesforce platform, from Sales and Service Cloud to Agentforce and Data Cloud.
Learn more →Gong
As one of Gong’s earliest services partners, we implement, integrate, and optimize Gong so revenue teams actually adopt it.
Learn more →AI Consulting
Strategy and production AI, from use-case selection and governance to deployed agents on the platforms you already run.
Learn more →Revenue Operations
The systems, data, and rituals that make sales, marketing, and customer success operate as one revenue engine.
Learn more →Ready to move professional services forward?
Free 30-minute strategy session with one of our consultants who knows your industry.
Book a Consultation →