our Services

Adoption & Rollouts

Technology adoption is the key to deliver ROI for your business. We ensure smooth transitions by guiding your teams through every step of an implementation, from training to integration.

WHY CHOOSE US?

Smooth Transitions, Successful Outcomes - Master the Adoption Process

Tailored Rollout Plans

We understand that every firm is unique. Our customised rollout strategies are designed to fit your firm, ensuring the deployment meets the specific needs of your team and workflows.

Change Engagements

Change can be challenging, but resistance doesn’t have to derail progress. Our approach is designed to minimise disruption and foster a positive attitude toward new technology and process.

Adoption

We help teams overcome adoption issues by integrating hands-on learning into daily workflows, addressing barriers early, and showcasing clear benefits to encourage meaningful engagement and sustained usage.

"We have worked with iQlink over the past two years implementing and optimising our integrations. Michael and the team are very helpful and accommodating to our requests and seem to find a solution to every request. We would highly recommend them."

HEATHER MCKERROW
Client Data & Campaigns Manager
Gilbert & Tobin
"We’ve been working with iQlink since March 2022, who support us with both our Consultant Portal and Kantata SX. The team have been fantastic from day one – highly knowledgeable, refreshingly responsive and always happy to help (even when it involves going above and beyond). Most importantly, they’ve taken the time to understand our operations and ways of working, and we’ve been really impressed by their ability to find, not just a solution, but a solution that works for us. A joy to work with!"
Catherine Oates
Head of Operational Improvement
Eden McCallum

"iQlink have navigated Optima Partners brilliantly through the Kimble PSA this year, to help us improve the use of the platform in line with our business model changes. We have taken leaps and bounds in the use of Kimble, and in the reporting that we get out of it. Dashboards for each level within the company now exist with handy links to vacation, relevant reports etc. Exec reporting is easily done with most of our KPIs now in report form. It has been a fantastic relationship from which we are all now reaping the benefits."

Justine Muir
CFO, Optima Partner

"Working with iQlink over the past few months has been absolutely amazing. The crew is expert, approachable, responsive, and professional. They met our needs and provided us with high-quality services. They succeeded in transforming our ideas into a well-designed, user-friendly application system. We would highly recommend them."

Theresa Ellis
Senior Project Manager, APR

"iQlink is the best in the business. Mike and his team have provided guidance, support, and expertise through the full cycle of our firm’s cloud CRM implementation. They have helped us integrate business critical systems including Salesforce, 3E Elite, ERM, and Sitecore as well as assisted in the development of custom applications that extend the features and functionality of the core platform.

Senior Digital Marketing Manager
Am Law 200 and Global 200 Top 50 Firm
Excellence

Our Team

Meet our dedicated professionals committed to delivering exceptional service and innovative solutions for you.

FAQs

Find answers to your most pressing questions about our PSA and CRM services.

What is PSA?

PSA stands for Professional Services Automation. It is a set of software tools designed to assist service organisations in managing their resources, projects, and finances effectively. By streamlining operations, PSA enhances productivity and profitability.

What is CRM?

CRM, or Customer Relationship Management, refers to strategies and technologies used by companies to manage interactions with customers. It helps businesses improve relationships, streamline processes, and increase sales. A good CRM system centralises customer information for better decision-making.

How can PSA help?

PSA tools help businesses optimise their project management, resource allocation, and time tracking. This leads to improved efficiency and reduced operational costs. Ultimately, PSA enables companies to deliver better services to their clients.

How does CRM work?

CRM systems collect and analyse customer interactions and data throughout the customer lifecycle. This information helps businesses understand customer needs and preferences. By leveraging this data, companies can tailor their services and improve customer satisfaction.

Why choose our services?

Our consultancy offers expert guidance in implementing PSA and CRM solutions tailored to your business needs. We focus on delivering measurable results and enhancing your operational efficiency. Partner with us to unlock your business's full potential.

Unlock Your Business Potential

Contact us today to explore tailored solutions for your business technology challenges.