Better
together

Salesforce Alliance

Make better decisions, sooner

In project-based businesses, predictable project performance is key to client satisfaction and profitability. Kantata’s Salesforce-native solution improves service delivery. 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
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
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
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
Kantata & MuleSoft

Support existing middleware strategies, leveraging Mulesoft to connect your PSA with other essential back office systems

"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."

Jill Novosel

Director West Monroe Partners

Client Testimonial