Solvit

What Solvit does

Solvit is a privately held U.S. professional services consulting firm specializing in the implementation, customization, integration, and ongoing managed services of Salesforce CRM and Professional Services Automation (PSA) platforms — primarily Kantata SX (where it holds Premier Partner status), Cloud Coach, and Certinia. Founded in 2015 by Peter Rozek and Ingo Roemer and rebranded from Sadhana Consulting to Solvit in 2024, the firm is headquartered in Dover, New Hampshire and operates with 11-50 employees serving primarily mid-market professional services firms across industries including consulting, energy/infrastructure, HR technology, and software. Solvit's core portfolio comprises Salesforce implementation and managed services, PSA implementation (Kantata SX, Cloud Coach, Certinia), reporting and analytics, org merge and migration, and post-implementation managed services, supported by reusable proprietary configurations such as a custom Engagement Task Object for Kantata, a scenario-based time approval framework, and an automated revenue recognition solution.

The firm generates revenue through two principal streams: project-based professional services engagements (discovery, solution design, implementation, data migration, and go-live support) and recurring managed services contracts covering platform administration, release management, integration maintenance, and continuous optimization. Pricing is custom and quote-based, structured as multi-year contracts with no publicly disclosed rate cards. GTM is sales-led and partner-driven: direct engagement via the company's website consultation channel is complemented by referral and co-sell programs with Salesforce, Kantata SX, Cloud Coach, and Certinia, formalized through a VP of Sales & Channel Development hire. Marketing relies on content (blog, downloadable PSA optimization blueprints and whitepapers), LinkedIn, YouTube, and podcast appearances rather than paid acquisition.

Solvit's customer evidence base spans 100+ Kantata SX clients with named logos including iA (enterprise-wide PSA transformation), Aspire HR (mid-market PSA scaling), Edgile (consulting/security, reporting and analytics supporting acquisition by Wipro), UDig (ongoing PSA optimization), Aras (Kantata-Microsoft Dynamics 365 integration), and an unnamed Leading Energy Innovator of the Northeast. The firm operates with no disclosed outside investors and is organized as Solvit LLC in New Hampshire.

Name

Solvit

Legal name

Solvit LLC

Website

https://solvit.io

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

Solvit is a U.S. Salesforce CRM and Professional Services Automation consulting firm that helps mid-market professional services firms implement, customize, integrate, and manage Salesforce, Kantata SX, Cloud Coach, and Certinia platforms through project and managed services engagements.

Ownership category

akta.pro rank

Product category

Salesforce & PSA Consulting Services

NAICS

Computer Systems Design and Related Services (54151), Custom Computer Programming Services (541511)

SIC

Services-Management Consulting Services (8742), Services-Computer Programming Services (7371)

akta.pro primary industry

Sales Force Automation (SFA) CRM (HDAEAFAA)

Keywords

• Salesforce consulting services
• Professional services automation
• PSA implementation services
• Salesforce managed services
• CRM integration consulting

Headquarters

HQ city

Dover

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Professional Services - Implementation & Consulting: Revenue generated from Salesforce and PSA implementation projects, consulting engagements, customization, and integration services. Projects typically involve discovery, solution design, implementation, data migration, and go-live support.
2. Managed Services & Ongoing Support: Recurring revenue from ongoing managed services including platform administration, custom reporting & analytics, issue resolution, user training, integration management, release management, and continuous optimization.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Solvit is a Salesforce CRM and Professional Services Automation (PSA) consulting firm that delivers implementation, integration, customization, reporting & analytics, and ongoing managed services for Salesforce, Kantata SX, Cloud Coach, and Certinia platforms. The company helps mid-market and enterprise professional services firms connect sales, delivery, and financials by tailoring CRM and PSA tools to client business processes, then providing ongoing optimization support post go-live.

Product overview

Solvit is a Salesforce CRM and Professional Services Automation (PSA) consulting firm that rebranded from Sadhana Consulting. Rather than a software product company, Solvit operates as a services firm offering implementation, integration, customization, and managed services for third-party CRM and PSA platforms. The company's core portfolio consists of Salesforce consulting services (implementation, managed services, analytics and reporting, and org merge/migration) and PSA platform specialization (Kantata SX, Cloud Coach, and Certinia). Supporting these service lines, Solvit offers downloadable resource content including the PSA Optimization & Transformation Blueprint, Salesforce Sales Cloud Checklist, and the Unlocking Insights Kantata reporting whitepaper.

Differentiator

Problem solved

Functional benefit

Products and services

• Salesforce Implementation

Quantifiable outcome

• Enabled iA's enterprise-wide Kantata SX implementation achieving business transformation goals
• +3 more outcomes

Named customers6 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Three partnerships are on record, tiered core.

• Kantata SX (formerly Kimble)coreTechnology or Integration · 1 January 2017Premier Partner for Kantata SX since 2017. Solvit specializes in Kantata implementation, consulting, automation, reporting, integration, and org consolidation services. The partnership has served 100+ Kantata SX clients. Ingo Roemer is recognized as a top Kantata SX Solution Architect globally.
• Cloud CoachcoreTechnology or Integration · 1 January 2016Authorized Cloud Coach partner since 2016. Solvit provides implementation and consulting for Cloud Coach PSA solutions, including custom development such as streamlined revenue recognition processes.
• SalesforcecoreTechnology or IntegrationSalesforce Certified Partner with multiple team certifications. Provides Salesforce implementation, customization, reporting & analytics, org merge & migration, and managed services. Leadership team has been working with Salesforce since 2001.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Silverline: Salesforce-focused consulting firm delivering CRM, Health Cloud, and financial services cloud implementations — comparable to Solvit in being a Salesforce partner serving mid-market and enterprise customers with implementation and managed services.
• RevCult: Salesforce consultancy focused on CRM optimization, data migration, and managed services for mid-market enterprises — closely aligned with Solvit's services portfolio and target customer profile.
• Simplus: Salesforce Platinum consulting partner specializing in CRM implementation, CPQ, and Quote-to-Cash for mid-market — highly comparable to Solvit's Salesforce implementation focus and customer segment. (Acquired by Infosys in 2020.)
• Bluewolf (an IBM Company): Salesforce consulting firm (now part of IBM) specializing in CRM implementations and managed services for mid-market and enterprise — comparable to Solvit's platform and customer-segment focus.
• Coastal Cloud: Boutique Salesforce consulting firm focused on CRM, Service Cloud, and PSA implementations for mid-market customers — closely comparable to Solvit's size, customer segment, and platform specialization. (Acquired by Infosys in 2022.)
• Galvin Technologies: Salesforce consulting partner providing implementation, integration, and managed services — comparable to Solvit in size, scope, and go-to-market focus on Salesforce CRM and PSA tooling.

Broad incumbents

• Persistent Systems: Global IT services firm with a Salesforce-focused practice delivering CRM, PSA, and analytics implementations — competes with Solvit for mid-market and enterprise PSA engagements but at substantially greater scale.
• Slalom: Large US-based consultancy with a dedicated Salesforce practice serving mid-market and enterprise clients across CRM and PSA implementations — overlapping with Solvit's mid-market positioning but operating at significantly greater scale and geographic reach.
• Accenture: Global professional services giant with a dedicated Salesforce Business Group executing the largest enterprise CRM transformations — competes with Solvit for enterprise PSA/CRM RFPs but at materially different scale and breadth.
• Deloitte Digital: Big Four consultancy with a deep Salesforce practice delivering large-scale CRM and PSA implementations — competes with Solvit on enterprise deals but with substantially greater resources, geographic reach, and brand recognition.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@Solvit-Consulting
• LinkedInlinkedin.com/company/we-solvit

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Solvit