A new integration with Salesforce Revenue Cloud provides features and capabilities that empower business leaders to operate with confidence
Kantata, a leading global supplier of purpose-built technology for professional services, announced several new enhancements to its Kantata Cloud for Professional Services vertical SaaS platform including a Salesforce Revenue Cloud integration package to streamline sales-to-delivery processes. These enhancements will help professional services organizations (PSOs) accelerate operations and improve business performance, even amidst today’s uncertain economic climate.
“Powerful currents are reshaping the professional services industry and placing tremendous pressure on PSOs as they try to scale their businesses while protecting clients, teams, and margins,” said Sarah Edwards, Chief Product Officer, Kantata. “Client demand is more volatile than ever, and businesses need proactive strategies to secure and retain top talent while enabling remote and asynchronous work. The new enhancements we announced today support PSO leaders’ current and future needs so they can better serve their clients.”
The Kantata Cloud is purpose-built for the specific and complex needs of PSOs, with a comprehensive suite of capabilities that deliver clarity, control and confidence at every step of the professional services project lifecycle.
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The Kantata Winter Release features include:
- Kantata CPQ (Configure, Price, Quote) Connector: An add-on solution to the Kantata Cloud that integrates Salesforce Sales Cloud, Salesforce Revenue Cloud, and Kantata within one interface to enhance the flow of data across the organization. Mapping opportunity and quote data from the CRM into Kantata and resource availability from Kantata into the CRM fosters closer collaboration, enables more accurate forecasting, and enhances sales order management across sales and delivery teams.
- Assignment Search interface: Enhancements give Resource Managers the ability to create and share views in order to better process the complex relationships between the global resource pool and the work they’re doing. Resource Managers maintain visibility on a resource’s capacity as they’re making changes instead of jumping back to another view to understand the implications of those changes.
- Accelerate period close: Quickly send reminder emails to proposal owners, delivery engagement owners, and account owners to address uncommitted revenue for proposals, delivery engagements, and delivery elements to streamline the period close process.
- “What if?” automation: Automated processing methods enable users to manage routine operational revenue and cost rate changes with flexibility and ease to reduce administration overhead. The interface presents the option to filter criteria and controls by multiple targeted what-if scenarios, eliminating the need to do so manually.
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