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Connect professional-services pipeline, delivery, staffing, financials, and billing.

Manage professional-services delivery with project workflows built natively inside Salesforce.

Coordinate customer implementations with project plans, client visibility, and services operations.

Manage the professional-services lifecycle from scoping and staffing to invoicing.

Match service-project teams to work using skills, availability, schedules, and financial context.

Track client engagements from project planning through resourcing, time, and financials.

Agentic PSA for project delivery and live margin tracking