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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By connecting your Salesforce tools with Kantata, gain full visibility across sales, services, and support—empowering you to optimize operations and enhance profitability.
Increase the accuracy of proposals through detailed resource, cost and revenue modeling — and accelerate resource staffing and project kick-off
Ensure work being done in CPQ is automatically reflected downstream, showing impacts on margin and utilization and providing the business with accurate forecasts
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
Support existing middleware strategies, leveraging Mulesoft to connect your PSA with other essential back office systems
Unmatched choice
Whether you operate on the Salesforce platform or prefer an open infrastructure Kantata has you covered.
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"We use Salesforce for a lot of opportunity and business development data, so it was great that data already existed in Kantata and we could easily integrate the two systems."
Jill Novosel
Director West Monroe Partners
