Optimize with Salesforce & Kantata

As a longstanding Salesforce partner, Kantata works seamlessly within the Salesforce experience that your team already uses, for fast adoption and results.

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Kantata SX

By connecting your Salesforce tools with Kantata, gain full visibility across sales, services, and support—empowering you to optimize operations and enhance 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

Kantata SX

On Salesforce

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.

Kantata SX
Kantata OX

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.

Kantata OX

Kantata has been a critical component in tying together our sales department with the delivery aspect of the components being sold. Kantata is the focal point of our delivery aspirations and became the hub where sales and delivery come together.

Dan LeSueur

Senior Vice President/General Manager, Outsourced Services, Health Catalyst

Dan LeSueur quote
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We now have a complete and accurate view of all engagements happening over the next six months. That means instead of relying on a combination of gut feel and spreadsheets, I can confidently put together the best teams for each engagement and press the button on the recruitment process much sooner.

Mike Downes

Resourcing Director, Logicalis UK

Mike Downes quote
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Hero TestimonialEsri TestimonialSage Testimonial

Using Kantata we have simultaneously doubled our size and number of countries while also reducing our closing time by several days and improving confidence in our figures, which are now the same for everyone.

Amaury de Brisoult

Director of Delivery, Talan

Amaury de Brisoult quote
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Hero TestimonialEsri TestimonialSage Testimonial

Kantata has been a critical component in tying together our sales department with the delivery aspect of the components being sold. Kantata is the focal point of our delivery aspirations and became the hub where sales and delivery come together.

Dan LeSueur

Senior Vice President/General Manager, Outsourced Services, Health Catalyst

Dan LeSueur quote
View Success Story
Hero TestimonialEsri TestimonialSage Testimonial

We now have a complete and accurate view of all engagements happening over the next six months. That means instead of relying on a combination of gut feel and spreadsheets, I can confidently put together the best teams for each engagement and press the button on the recruitment process much sooner.

Mike Downes

Resourcing Director, Logicalis UK

Mike Downes quote
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Hero TestimonialEsri TestimonialSage Testimonial

Explore More

Harnessing the Power of a Salesforce-Native PS Cloud
Harnessing the Power of a Salesforce-Native PS Cloud

The Advantages of Using a Professional Services Cloud Built on the Salesforce Platform

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Transforming Resource Planning & Scheduling
Transforming Resource Planning & Scheduling

The Power of Connected CRM & Professional Services Cloud Technology

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  • G2 Leader in Resource Management
  • G2 Leader in Professional Services Automation
  • G2 Top 10 in Project Management

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