CRM, PSA, and ERP consulting for connected services operations.
Apricity Group helps organizations implement, optimize, and adopt Salesforce, Certinia, Klient PSA, and Rocketlane across the Lead-to-Ledger lifecycle — connecting sales, services delivery, billing, finance, reporting, and adoption.
How Lead to Ledger connects CRM, PSA, and ERP
Lead-to-Ledger is the connected operating lifecycle that starts when demand enters the business and continues through sales, project delivery, resource management, billing, revenue, finance, and reporting.
Apricity helps organizations close the gaps between sales, delivery, and finance by improving the systems, processes, data, and adoption practices that support the Lead-to-Ledger lifecycle.
The result is cleaner handoffs, more reliable operational data, and clearer visibility for the teams responsible for growth, delivery, and financial performance.
Focused platform expertise across CRM, PSA, and ERP
Apricity supports the platforms that help organizations manage customer relationships, services delivery, project operations, financial workflows, and post-go-live adoption.
PSA + Customer Onboarding
PSA consulting for teams improving customer onboarding, implementation delivery, project collaboration, resource visibility, and post-go-live delivery operations.
Services: Implementation, Day 2 Services
CRM
CRM consulting for teams that need stronger sales processes, cleaner data, better reporting, and better alignment between revenue operations and downstream delivery workflows.
Services: Implementation, optimization, advisory
PSA + ERP + CS on Salesforce
PS Cloud, FM Cloud and CS Cloud consulting for organizations connecting services delivery, project financials, billing, revenue, finance and customer success operations on Salesforce.
Services: Implementation, optimization, adoption training, advisory services
PSA on Salesforce
PSA consulting for professional services teams managing projects, resources, delivery operations, and services workflows on Salesforce.
Services: Implementation, optimization, adoption training
Consulting support across the platform lifecycle
Apricity helps organizations plan, implement, optimize, adopt, and improve the systems that support Lead-to-Ledger operations.
Net New Implementations
Launch Salesforce, Certinia, Klient PSA, or Rocketlane with business process, reporting, and adoption in mind.
Managed Platform Services
Refine Rocketlane after go-live with support for workflows, templates, reporting, adoption, and evolving delivery operations.
Change Management
Prepare stakeholders, support communications, assess impacts, and reinforce adoption across Salesforce, Certinia, Klient PSA, and Rocketlane initiatives.
Optimization Services
Improve existing Salesforce, Certinia, or Klient PSA environments that are not delivering the visibility, usability, or process alignment teams need.
Adoption Training Workshops
Help teams use Klient PSA, Certinia or Rocketlane in the context of their real delivery processes, roles, handoffs, and reporting needs.
Solutions built around business outcomes, not just system configuration.
Apricity starts by understanding what the business needs to improve, where teams are experiencing friction, and which outcomes matter most. Those goals and pain points become the foundation for process design, platform alignment, and adoption planning.
Align your CRM, PSA, and ERP systems with how your business actually operates.
Apricity helps teams connect process, platform, data, and adoption across the Lead-to-Ledger lifecycle — from sales and delivery to billing, finance, and reporting.