From project management to client success, our services and partners solutions streamline operations, boost collaboration, and support scalable growth across your Professional Services.
Too much admin, too many tools. Valuable time is lost switching between systems, updating spreadsheets, or chasing approvals.
Without real-time data on project health, resource allocation, and client KPIs, decisions are delayed and scaling becomes risky.
From onboarding clients to invoicing and reporting, outdated workflows create bottlenecks that cost time and money.
If your teams do not trust the systems, they will not use them. We help you build tools they understand, value, and rely on.
In professional services, trust is key. Clients need to feel safe sharing their processes and challenges with us. Timing also matters. Our role is to deliver fast, effective tools that boost performance, and help firms stay competitive.
In professional services, trust is key. Clients need to feel safe sharing their processes and challenges with us.
Manon Badoc
BU Specialist at Cloudity
Over 10 years of experience helping companies work smarter, across regions, teams and systems.
As a global leader in audit, tax, and advisory services, Forvis Mazars aimed to consolidate compliance management and modernize its commercial operations across multiple countries. To achieve this, the firm turned to Cloudity for its Salesforce expertise.
With Cloudity’s support, Mazars:
Deployed a global Salesforce solution to manage all ongoing engagements
Centralized regulatory compliance and conflict-of-interest checks
Implemented Sales Cloud to automate prospecting and opportunity sharing across European subsidiaries
Integrated MCAE (Pardot) to run and track digital marketing campaigns
Enabled teams to independently adapt and scale the platform
As a result, Forvis Mazars now operates with unified compliance oversight and more efficient business development, improving agility, collaboration, and data reliability across 86 countries.
The Cloudity teams immediately understood our business and were able to challenge our needs to deliver real value. This approach made it possible to build a platform that perfectly meets our requirements.
Alix Chaumet
Head of Sales at AGIR A DOM
Yes. For many firms offering B2B services, the key needs are aligned around: managing client relationships end‑to‑end, project tracking, billing & revenue capture, pipeline/quotations, resource planning (field management), and reporting. We often deploy standard Salesforce products (Sales Cloud, Service Cloud, Revenue Cloud) plus integrations with third‑party tools (e.g. financial systems, project tools) to deliver a fast, effective solution.
Absolutely. One of our strengths is international rollout & local adaptation: we adapt to local regulatory, tax, compliance, and language requirements, while keeping global consistency in data models, workflows, and performance metrics.
Typically, we aim for “quick wins” first. Many of our clients begin seeing improvements in process efficiency, billing speed, or client satisfaction within a few weeks after go‑live of core modules. Full deployment, adoption, and scaling might take longer depending on size, complexity, and number of integrations.
We help you build dashboards, real‑time KPIs, forecasting tools & reports that show project status, utilization, profitability, client satisfaction, and pipeline health. We can also integrate external data sources to enrich your reporting (e.g. financial systems, project management tools).
