Salesforce for professional services firms.
Ignyto implements Salesforce PSA, resourcing and billing automation for consultancies, legal, agency and advisory firms across the UK, Ireland and Europe. The aim is simple: protect billable margin while the work is happening, not report on it after the quarter has closed. Picture seeing margin slipping on an engagement while there is still time to do something about it.
What we implement for services firms.
Project & resource management
Projects, roles, assignments and capacity in Salesforce, so utilisation and forward capacity are a report rather than a spreadsheet ritual.
Time and expense
Timesheets people actually complete, with approval, rate cards and the billable versus non-billable split enforced at entry.
Billing & revenue
Milestone, retainer and time-and-materials billing generated from delivered work and pushed to Xero, Sage or NetSuite.
Pipeline to delivery
Handover from the signed proposal into scoped delivery, with the commitments register carried across rather than remembered.
Client portals
Experience Cloud portals giving clients live actions, timelines and progress — consistently the thing our own clients mention most.
Agentforce for delivery
Status summaries, overburn alerts and timesheet chasing handled automatically, escalating to a human when a decision is needed.
Professional services clients.
Johnson Hana
Specific operational difficulties identified and solved, rather than a generic implementation dropped on top of them.
Read the case study →
Glantus
Requirements gathering, workshop facilitation, playback, user testing, data migration and training — proactive communication throughout.
Read the case study →
MMT Digital
A quality solution delivered against aggressive timescales, with the business understood before anything was built.
Read the case study →What clients said afterwards.
“A significant step forward in connecting our sales, service and field operations.”
“Throughout the implementation project, Ignyto have worked to carefully identify the specific problems and difficulties we were having and have built solutions to those problems that work well for us.”
“Ignyto were excellent throughout the project from scoping through to delivery. They understood our business and delivered a quality solution despite aggressive timescales.”
Book a 30-minute call with a Salesforce consultant.
No pitch deck. We will tell you what the work involves, roughly what it costs, and whether the return is there.
Asked before every engagement.
Can Salesforce run professional services automation?
Yes. Ignyto builds project, resource and utilisation management on Salesforce, including time capture, billing and margin reporting for consultancies and agencies.
How does Salesforce protect billable margin?
By making utilisation, scope and time visible in one place. Ignyto configures project and timesheet data so margin erosion is visible during delivery rather than at invoicing.
Does Ignyto integrate finance systems for professional services firms?
Yes. Ignyto integrates Salesforce with Xero, Sage and NetSuite so invoices, payments and revenue recognition reconcile against project records.
Stop finding out about overburn at month end.
Forty-five minutes on how your delivery data flows today and what it would take to see margin in real time.