Kantata
Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing.
The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for.
Kantata PSA puts an end to unpredictable projects by enabling you to:
• Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more
• Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people
• Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment
Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business.
With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform.
That’s why professional services organizations across software, IT services, management consulting, and marketing agencies rely on Kantata to operate with greater precision, predictability, and profitability
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Docket
Docket is the leading Agentic Marketing platform that turns inbound traffic into qualified pipeline for B2B marketing and revenue teams. Docket unifies and governs your organization's GTM knowledge in the Sales Knowledge Lake™ and activates it with powerful, always-on AI agents.
Docket's AI Marketing Agent engages website visitors through real, human-like conversations, answering nuanced product questions from approved knowledge, qualifying intent through live discovery, and converting high-intent buyers into qualified leads and booked meetings. Autonomously. 24/7.
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RevTrax
Maximize the effectiveness of your promotional efforts with AI-powered marketing, personalization, analytics, and a variety of other advanced solutions that represent the broadest range of promotion optimization services available. A significant portion of consumer goods—over fifty percent—are acquired during sales events, yet conventional promotional strategies can lead to demand generation that lacks efficiency. Often, brands find themselves compromising on profit margins to boost sales conversions. Furthermore, many promotions are vulnerable to fraudulent activities, leading to losses amounting to trillions across various sectors. Fortunately, there exists a superior alternative. RevTrax empowers you to tailor your approach and engage with individual customers on a large scale. By integrating artificial intelligence, forward-looking consumer analytics, and automated marketing strategies, your promotional initiatives are fine-tuned, resulting in enhanced revenue and profit margins, increased customer interaction, stronger brand loyalty, and a significant decrease in fraud-related losses. This innovative approach not only elevates marketing effectiveness but also fosters deeper connections with consumers, ensuring long-term success for brands.
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SAP Trade Management
Empower sales leaders in the consumer products sector to take full ownership of profit and loss (P&L) responsibilities that enhance revenue, volume, and overall profitability. By implementing comprehensive end-to-end processes for trade management, organizations can significantly boost revenue, volume, and profitability. Equip these sales leaders with the tools needed to effectively manage trade promotion planning, advanced analytics for trade management, and customer business planning through SAP Trade Management. Leverage our integrated customer business planning tool to improve planning accuracy, swiftly detect deviations from the plan, and respond to those deviations with greater efficiency. Actively drive price, volume, and margins in alignment with corporate targets in real-time. Merge the perspectives of both manufacturers and retailers, allowing for effective communication and negotiation with customers in a way that resonates with them. Streamline the integration of volume, margin, assortment, promotion, and financial planning while matching deductions to promotion invoices to accelerate the clearance process. Furthermore, empower users to execute a seamless closed-loop process, managing everything from budget planning to execution and final settlement efficiently. This holistic approach not only supports strategic goals but also fosters a proactive environment for continuous improvement in sales performance.
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