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B2B Sales & Services

Deliver on Every SLA.
Optimize Every Resource.
See Everything.

KFactory provides B2B service organizations with operational intelligence to maximize resource utilization, ensure SLA compliance, and deliver consistent service excellence at scale.

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Service Delivery Visibility

Without real-time visibility, service issues escalate before you know they exist. KFactory provides live dashboards tracking every engagement, milestone, and deliverable.

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Resource Utilization

Underutilized teams erode margins while overloaded teams burn out. KFactory's resource intelligence optimizes staffing and allocation across all projects.

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SLA Compliance

Missing SLAs costs contracts and reputation. KFactory predicts SLA risks days in advance and triggers automated escalation workflows to prevent breaches.

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SLA compliance rate
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Resource utilization gain
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Faster issue resolution
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Time to go live
Platform

Built for
B2B sales & service organizations

KFactory unifies CRM, PSA, ticketing, billing and project systems into one intelligence layer - five modules that take services businesses from lead to renewal with predictable SLAs, healthy utilization and protected margins.

01

Connect

Bring CRM, PSA, ticketing, billing and project tools onto a single data backbone. KFactory syncs bi-directionally with the systems your sales, delivery and finance teams already use, so account, deal, ticket and timesheet data share one source of truth.

IT System Integration

Two-way sync with Salesforce, HubSpot and Dynamics CRM; ConnectWise, Kaseya and Autotask PSA; ServiceNow, Jira Service Management and Zendesk; plus billing, contract and HR systems via REST APIs and native connectors. Account, deal, ticket, timesheet and invoice data unified across every team.

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02

Plan

Forecast pipeline and renewal demand, automate the sales motion, run reps with full SFA support, and hold the line on margins through every deal. Replace stage-by-stage spreadsheets with explainable AI plans the whole revenue org actually trusts.

Forecast Demand with AI

Pipeline, renewal and ticket-volume forecasts at account level - with confidence intervals, scenario modelling and automatic alerts on shifts in win-rate or churn signals.

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Sales Pipeline Automation

Orchestrate stages, hand-offs, follow-ups and proposal flows so no opportunity stalls. Reps focus on customer conversations - not data entry.

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Sales Force Automation

Activity capture, account ownership, territory and quota management. Give every rep a real-time co-pilot across CRM, calendar and email.

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Pricing & Margin

Tune service rate cards, deal-desk approvals and discounting with explainable margin models - protect gross margin without slowing reps down.

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03

Operate

Run the day-to-day with real-time visibility across every engagement, ticket and project. SLA risk, service quality, continuous improvement and senior-consultant know-how are tracked automatically - no more end-of-week status decks.

Service Operations

Dispatch, SLA tracking and engagement health for every ticket and project - on-site or remote. Predict at-risk SLAs days ahead and trigger automated escalations before breaches happen.

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Quality

Service-quality QMS, NCRs on engagements, customer-satisfaction tracking and audit packs aligned to ISO 9001 and ISO 20000 - review-ready in real time.

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Continuous Improvement

Run Kaizen and ITIL Continual Service Improvement loops on tickets, escalations and engagement patterns with AI-assisted root cause discovery.

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Knowledge Management

Capture playbooks, runbooks and senior-consultant know-how into searchable AI assistants - before retiring specialists walk it out the door.

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04

Accelerate

AI agents that work alongside your sales reps, project managers, support and delivery teams. Virtual Engineers handle research and routine analysis 24/7. Autonomous Optimisation tunes pricing, dispatch and scheduling - with humans in the loop on every customer-impacting decision.

Virtual Engineers

Plain-language AI specialists answer sales, delivery and support questions grounded in YOUR CRM, PSA and ITSM data - with full source references.

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Autonomous Optimisation

Closed-loop tuning of pricing, dispatch and scheduling. Performance ratchets up between human reviews - never down.

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Team Workflows

Orchestrate sales, delivery and support agents in sequence - with humans in the loop wherever a decision touches a customer or contract.

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AI Safety & Governance

SOC 2 and ISO 27001-aligned controls, prompt injection protection, output validation, PII detection and full audit trails on every AI-assisted decision.

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05

Analyse

Model outcomes before you commit. Generative analytics with what-if scenarios across account & service-line P&L, deal mix and capacity vs revenue - plus real-time dashboards on SLA, utilization, NPS and gross margin.

Financial Scenarios

What-if simulations across account & service-line P&L, deal mix, capacity vs revenue and pricing changes - see the margin impact before you commit.

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Energy & Sustainability

Track office Scope 2 energy plus business-travel and subcontractor Scope 3 emissions for CSRD-ready reporting and customer ESG questionnaires.

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Analytics

Self-service dashboards on SLA, utilization, NPS, gross margin and attach-rate - one click from headline metric to root cause across every account and engagement.

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Check use cases

Eight ways KFactory
delivers in B2B sales & services

Automate the sales pipeline

Orchestrate stages, hand-offs, follow-ups and proposals so no opportunity stalls and reps stay in front of customers.

Sales force automation

Activity capture, account ownership, quota and territory management with a real-time co-pilot for every rep.

Forecast pipeline & service demand

Account-level forecasts for new deals, renewals and ticket volume with confidence intervals and churn-risk alerts.

Automate demand generation

Run paid, CRM and ABM journeys triggered by pipeline gaps, intent signals and account expansion opportunities.

Control service operations & SLAs

Dispatch, SLA tracking and engagement health for every ticket and project - predict at-risk SLAs days ahead.

Protect service margins

Tune service rate cards, deal-desk approvals and discounting with explainable margin models - without slowing reps down.

Preserve senior consultant expertise

Capture playbooks, runbooks and tribal know-how into searchable AI assistants before retiring specialists walk away.

Manage subcontractors & vendors

Score subcontractors, partners and 3rd-party vendors on SLA, quality and cost - and re-allocate work to the best performers.

Ready to make every SLA, hour, and deal predictable?

See how KFactory turns your CRM, PSA and ticketing data into a single intelligence layer for sales pipeline, service delivery and resource utilization - in a 30-minute personalized demo.

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