Purpose-Built PSA Solutions Backed by Decades of Expertise

Everyone says they understand Salesforce and Kantata SX (formerly Kimble) inside and out. We go a step further, and understand your business goals first, so we can design and implement solutions that truly meet your needs.

With 24+ years of Salesforce partnership and experience and nine years as a Kantata SX referral, advisor, and implementation partner, we are the team Kantata turns to when they need deep expertise to solve their trickiest challenges for their biggest clients.

That means when you work with Solvit, you work with the best in the industry. You can count on us for implementation, reporting and analytics, and managed services. We also provide ongoing project-based consulting and services to keep Kantata SX aligned with your business needs. With Solvit, you can rest assured that your Kantata SX solution is a finely-tuned machine driving your business’ success.

Talk to Solvit About your Kantata Usage

Kantata SX Services Designed to Drive Results

No matter where you are on your journey, Solvit’s team of experienced solutions architects, consultants, and technologists is ready to partner with you to ensure you get the most out of your investment in Kantata SX. We focus on aligning workflows with your business structure, empowering data-driven decisions with custom reporting and dashboards, and streamlining day-to-day management through integrated PSA processes.

Kantata SX Implementation

We design and deliver customized CRM and PSA implementations that help you achieve the fastest possible time-to-value on your investment.

Reporting & Analytics

Your CRM and PSA tools hold enormous potential for transformative business intelligence. We build custom solutions to surface the data you need, quickly and easily.

Managed Services for Long-Term PSA Success

Going live is just the beginning of your journey. Maintain momentum and maximize value with expert guidance, administration, and more.

Ongoing Support & Kantata SX Optimization

When things go wrong with your CRM or PSA tools, you need a partner you can rely on to diagnose, advise, and address what’s broken so you can focus on running your business.

Trusted by Leading Businesses Worldwide

"We had inefficiencies in our processes that we thought were system limitations. One meeting with the Solvit team and they were able to propose a few upgrades and enhancements that vastly improved our operations and our customer experience. They have a can-do attitude and listened to what our business needs were and found a way to make the technology support vs limit business processes. Thanks team!"
Allison Shelton VP, Managed Services
"Peter and the team (at Solvit), brought detailed understanding of how Kantata SX was able to boost our understanding of where we stood as a business and how to drive success through reporting and analytics for the Finance team at Edgile. Solvit enabled Edgile to express our analytic needs and then created customized reports and snapshots that allowed us to grow and change, and ultimately to be acquired by Wipro."
Karen Polati Corporate Controller
"We consider Solvit to be more than a vendor who simply make fixes; we consider them a strategic partner who have worked with us to gain the most out of our investment in Kantata SX, our PSA software. The Solvit team has a rare skillset, they have a deep understanding of both Salesforce and Kantata SX."
Susan Kratzer Senior Operations Analyst

Common Challenges We Solve with Kantata SX

 

1. Disconnected project and resource planning

Solvit integrates project and resource planning, ensuring seamless coordination and optimized resource allocation across all teams.

2. Inaccurate services forecasting or billing

We implement accurate forecasting and automated billing processes, ensuring timely, precise invoicing and reliable financial insights.

3. Low user adoption of PSA systems

Solvit provides tailored training and user-friendly configurations, boosting user adoption and ensuring your team fully utilizes the system’s capabilities.

4. Overly complex custom reports in Salesforce

We simplify custom reports and dashboards, providing clear, actionable insights that empower decision-making without overwhelming users.

Frequently Asked Questions

1. How do I manage a portfolio of projects?

Kantata SX offers the capability to categorize projects based on specific criteria, providing a valuable resource for project managers.

2. How do I prevent revenue leakage?

Some strategies to help mitigate include clear contract terms, scope management, accurate time tracking, and expense management. Keep in mind that preventing revenue leakage is an ongoing process that requires attention to detail, effective communication, and adherence to best practices.

It All Starts
With a Conversation

If you’re looking to partner with a team of PSA and Salesforce experts that puts your business’s operational needs first, look no further. Solvit designs and delivers implementation, integration, and custom solutions that will free you from frustrating work-arounds — so you can get back to working on your business.

Let's Talk
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