Drive better decisions sooner
In project-based businesses, predictable project performance is key to client satisfaction and profitability. Whether you operate on the Salesforce platform or prefer an open infrastructure that integrates, you have choices with Kantata. Connecting Salesforce tools with Kantata gives services businesses like yours complete visibility into customer activity across sales, services and support for insights into customer profitability.
Kantata & Sales Cloud
Increase the accuracy of proposals through detailed resource, cost and revenue modeling — and accelerate resource staffing and project kick-off
Kantata & Revenue Cloud
Ensure work being done in CPQ is automatically reflected downstream, showing impacts on margin and utilization and providing the business with accurate forecasts
Kantata & Service Cloud
Bring work being done on cases in line with billable projects, ensuring the full picture of investment in and value of end customers is understood
Kantata & MuleSoft
Support existing middleware strategies, leveraging Mulesoft to connect your PSA with other essential back office systems
Built on the Salesforce platform
Kantata SX is Salesforce-native, offering your organization category-leading capabilities while connecting account data from sales to delivery. It is embedded in Sales Cloud, Service Cloud, Revenue Cloud and seamlessly integrates with Mulesoft and third-party tools to fully support your organization’s delivery model and continued growth.
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Built on an open architecture with a seamless integration with Salesforce
Give your resource-driven organization the flexibility to adopt new tools, build processes and reinforce existing best practices when scaling your business. Interoperability enables you to easily integrate data sources and drive more value out of mission-critical solutions already supporting your growth.
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"We use Salesforce for a lot of opportunity and business development data, so it was great that data already existed in Kantata and we could easily integrate the two systems."
Director West Monroe Partners