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Kantata SX Professional Services Cloud
The best Salesforce-native PSA for multi-entity enterprises
Overview
Kantata SX (formerly Kimble PSA) brings comprehensive resource management & project management capabilities to the Salesforce platform, giving you a unified solution that makes service delivery more predictable and more profitable.
See How Kantata SX Professional Services Cloud Works
Kantata SX, Kantata's Salesforce-native solution, takes professional services automation to a new level, giving people-powered businesses the clarity, control, and confidence they need to optimize resource planning and elevate operational performance.
Kantata SX keeps people across the business, from sales to project management to finance, engaged and clear on what to prioritize in order to increase customer satisfaction and optimize resource utilization, profitability, and business scalability.
Companies using Kantata SX have seen the following business benefits according to a commissioned Forrester study – increased overall project margin by 8%, improved utilization of billable resources by 10%, and achieved 489% return on investment (ROI).
Kantata SX is the Salesforce native PSA, built for the needs of mature multi-entity enterprises juggling advanced financials, global operations, and the toughest compliance standards. It delivers category-leading capabilities, with exceptional ease of use, across resource management, project management, revenue forecasting and recognition, margin control, billing, and more. Financial Control at Scale Handles sophisticated billing workflows and complex revenue recognition across entities, giving finance leaders the visibility and control required to protect margin and ensure accuracy • Advanced, multi-entity billing • Revenue recognition aligned to global standards • Real-time margin and performance insight Built for Global Complexity Enterprise-ready by design, with matrixed permissions, multi-entity structures, and global regulatory compliance built into the core architecture. • Granular role-based access • Cross-entity visibility • Compliance without compromise Forecast with Precision Advanced trend analysis and real-time operational data power unparalleled forecasting accuracy — so you can anticipate risk, model scenarios, and act early. • Forward-looking revenue visibility
Categories
- Business Needs
- Enterprise Resource PlanningProject ManagementTime & Expense
- Industries
- High TechProfessional Services
- Personas
- Business Operations ManagerConsultantExecutive
- FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- Native AppNo LimitsLightning ReadyMultiple CurrenciesManaged Package