Grow your Client Base

We understand that professional services firms face unique challenges when it comes to managing their sales processes. Whether you’re a law firm, consulting agency, or accounting practice, your success depends on your ability to win and retain clients. That’s where our sales automation solutions come in.

Our team of experienced consultants has worked with a variety of professional services firms to help them implement sales automation tools that streamline their sales processes and increase revenue. By leveraging the latest technologies and best practices, we can help you:

Professional Services

White Papers


10 Key Benefits of Implementing a CRM

In this article, we will explore the top 10 benefits of implementing a CRM system


Top CRMs Compared and Scored

In this article, we will explore the top 4 CRM systems, Salesforce, HubSpot, Pipedrive and Zoho, and score them based on the key benefits they deliver


Worksheet: Building a Business Case for CRM

This worksheet is a guide designed to help leaders evaluate the current state of their business and make a strong case for investing in a CRM system

Professional Services

Case Studies

Tracking Value from Events

The integration enabled IT1’s sales team to access event-related data...

Custom Email Campaigns for Financial Advisors

The platform provided them with the tools they needed to...

Legal Partner Management with Experience Cloud

The implementation of the Salesforce Experience Cloud solution by CloudROI...

Connecting 9/11 Victims with Legal Help through Salesforce Pardot

The law firm was able to generate more leads, increase...

Crypto Banking with Voyager

The implementation of Salesforce CPQ Cloud helped Voyager Digital to...

Acquisition Tracking for Law Firm

CloudROI's implementation of Google Analytics conversion and acquisition tracking provided...

Medical Staffing Assignment Automation with Salesforce Service Cloud

By streamlining their customer service and staffing assignment processes, the...

Find out how we can automate sales and marketing for your business