empowering Consultancies
our solutions for your excellence
Everything Consulting Companies Need – in One System
Use one system for all your processes: from sales to accounting and project management to marketing – all in your personal branding, all in Salesforce.
Intuitive Project Management in Salesforce
Leverage the power of one of the world's leading CRMs with all existing automations for finance, marketing, and customer processes. Personal branding for your webshops and customer portals is also no problem.
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Offering Seminars as a Consulting Company
We know: Many consulting companies also offer seminars. We create your personalized shop for this in no time. Of course, perfectly integrated with your Salesforce instance!
* For those looking for educational and practical seminars: borisgloger, theDive, and 121 Watt offer excellent events on various topics.
Financial documents from Salesforce
With just a few clicks, you create your financial documents directly in Salesforce and send them out from Salesforce as well. And you have neither costs per generated document nor problems with large file sizes for attached documents.
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Portals for Freelancers and Customers
With Salesforce Experience Cloud, ready-to-use webshops are set up quickly: with personal branding, processing all leads directly in the CRM, and many marketing and service automations.
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borisgloger relies on our solutions...
...for efficient planning, forecasting, and project management, so that consultants can focus on the essentials: supporting their customers effectively.
Everything Consulting Companies Need
Leverage the power of one of the world\'s leading CRMs with all existing automations for finance, marketing, and customer processes. Personal branding for your webshops and customer portals is also no problem.
Clear Reporting
With the Resource Planner and our Utilization and Forecast functions, you always have an overview: Who is currently how busy? And what is the order situation for the coming months?
Scalable
Our solutions grow with you: from 20 to 100 to 2000 employees – because you are building on one of the most powerful CRMs, this is no problem for you with us.
Single Source of Truth
No more misunderstandings because one system says this and another says that: one system, one source.
Customizable
We customize your Salesforce environment and our solutions exactly to your needs: For example, do you have a special approval process? No problem!
Approachable
We develop our solutions together with you: Our team is there for you when things get tough. Because Cloudwharf stands not only for excellent solutions but also for real support!
Collaboration with Freelancers
Do you work a lot with freelancers? So do our customers – that\'s why our solutions are explicitly built for this: create credits effortlessly and significantly reduce your administrative workload!
Leading Consulting Companies Already Rely on our Solutions
and are excited about our Professional Services Automation app, our accounting app, the Salesforce Community Cloud and much more
We are your Salesforce experts. We help you unlock the full potential of Salesforce with your company. Feel free to write to us at any time. We usually respond within one business day.
Frequently Asked Questions
Here are a few of the questions on our solutions for consulting companies we receive the most. If you don't see what's on your mind, reach out to us anytime via our contact form.
What are the benefits of Salesforce for consulting firms?
Salesforce provides consulting firms with a comprehensive CRM solution for managing client relationships. With our apps (Prolisk & Finblick), Salesforce enables you to integrate project management and accounting in the same system you use for your client relationships. Thereby, Salesforce enhances efficiency through automation, enables better client engagement, and offers scalable solutions that can keep up with the growth of your business.
How long does it take to implement Salesforce in a consulting firm?
The implementation can take anywhere from a few weeks to several months, depending on the size of the company and specific requirements. The duration depends on the complexity of the processes and whether additional customizations or integrations are needed. If you want to know how long it would take to implement Salesforce in your company with Cloudwharf as your implementation partner, contact us today, and we will provide you with a tailored assessment based on your specific case.
How long does it take to install and customize the PSA and accounting apps to my processes?
If you want to use the apps out-of-the-box and the installation is done by a Salesforce specialist, both our PSA app (Prolisk) and our accounting app (Finblick) can be installed and operational within a few days each. However, most of our clients benefit greatly from customizing them to their specific business processes. This process typically takes a few weeks to several months, depending on the complexity of your requirements and the existing Salesforce environment.
How can Salesforce support my project management processes?
Thanks to our PSA solution Prolisk, Salesforce also enables efficient project management. Our clients especially appreciate that they have only one data source: This prevents confusion, misunderstandings, or errors caused by incorrect, manual data transfer from one system to another. Additionally, Salesforce provides detailed reports and dashboards to monitor the progress and performance of your projects in real time.
Is Salesforce scalable for growing consulting firms?
Yes, Salesforce is highly scalable and can grow with your company. It can be easily adapted to changing business needs and allows you to add new features and users without disrupting operations.
How do I integrate Salesforce with other tools and systems my company uses?
Salesforce offers a variety of integration options, including APIs and third-party apps, which allow seamless connectivity with your tools. In addition to our 100% Salesforce products, we also build seamless connections to your other, proven tools. Contact us for more information.
What are the costs associated with implementing Salesforce for a consulting company?
The costs of implementing a comprehensive solution in Salesforce for a consulting company can be divided into three categories:
1. Salesforce licensing costs:
Salesforce license costs depend on the number of users, the required features, and other factors. For accurate pricing, it's best to contact Salesforce directly. Feel free to contact us beforehand for guidance on what we think you will need for your implementation.
2. Licensing costs for additional apps from the AppExchange:
If additional apps from the AppExchange are needed (like Prolisk & Finblick), regular pricing information can be found directly on the AppExchange. Alternatively, feel free to reach out to us. Sometimes we offer discounts on bundled packages or for purchasing a larger number of licenses.
3. Costs for the implementation partner:
The cost of implementation depends on the complexity and scope of customizations required. These are typically one-time costs for the duration of the implementation. You can contact us directly — we can manage the implementation of both the apps and Salesforce, or refer you to one of our trusted implementation partners if desired.
What are the best practices for using Salesforce in consulting?
Best practices include regularly training employees, using automation to increase efficiency, creating customized dashboards and reports, and integrating Salesforce into all relevant business processes. We would be happy to discuss with you which of your business processes can be easily automated. Feel free to contact us for a non-binding consultation.
How can Salesforce improve customer communication and engagement?
Salesforce offers powerful tools for customer management, including automated email campaigns, personalized customer interactions, and 360-degree views of all customer interactions: What was discussed in the last phone call? What emails were exchanged? etc. These features help ensure that your customers feel valued, thereby strengthening customer engagement and improving communication.
What training and resources are available for my team to effectively use Salesforce?
Salesforce has its own training platform with pre-designed paths (“Trails”) that help you stay up-to-date. The platform is designed to make learning enjoyable and insightful: Trailhead. Additionally, we are happy to provide further consultation!