Services Estimator
Create accurate estimates that are both competitive and profitable—helping you win more business, start projects faster, and run a connected services operation.
Drive up to 32% higher profit for your services business
Discover 9 ways PSA drives profitable services delivery on Salesforce
Discover a services estimation solution built native to Salesforce that brings together all the information you need to produce the best estimates for your customer.
Estimating engine
Strike the perfect balance of costs, revenue, and margins to produce winning estimates and achieve your profitability targets. Model changes to your resources—roles, seniority, partners—as well as prices, discounts, and expenses.
Knowledge base
Create faster, higher-quality estimates by using best-practice templates and previous estimates. Produce repeatable, efficient estimates that fully leverage your business knowledge.
Seamless processes
Automated estimating, without errors or time delays. Apply critical data automatically without duplication for cleaner, fully connected data. Create projects instantaneously from successful bids.
Built-in planning
Ensure that you have the delivery capacity to successfully complete the work. Prepare your services delivery teams for future demands with proactive resource planning. Accurately forecast revenue and margin from estimate to delivery.
Accuracy
By managing approvals, you can ensure compliance with business rules and targets. Apply financial limits and tolerances for rapid decision-making, and ensure traceability of every step.
Forecasting
Scope work accurately and consistently with predefined question sets per services product. Democratize the scoping process and power sales to speed estimate delivery, elevating the customer experience and business success.
Continuous improvement
Understanding “bid versus did” creates continuous improvement, where your services offerings are continually updated to optimize customer experience and achieve target margins.
Time to value
When you perform resourcing at the opportunity phase, you give your delivery team early resource visibility to accelerate time to staff, to kick-off, to go-live … and to value.
“With the addition of Certinia’s Services Estimator for sales processes, we expect to reduce our scoping steps by 84% and review and approval steps by 72%. This will allow us to significantly reduce manual work and accelerate deal closures and revenue recognition.”
Mark Conklin
Senior Director, Operations, Salesforce
Learn how a top digital finance consulting firm leveraged a single source of project truth to achieve 50% faster invoicing and month-end closes
Learn how a high-growth IT services and consulting company leveraged a Salesforce-native PSA solution to achieve 30% revenue growth
Learn how a leading Salesforce consulting firm leveraged a best-in-class services estimation solution to extend revenue forecasts, eliminate surprises, and improve customer and employee satisfaction
Professional Services Automation
Connect your services business at every stage with a best-in-class PSA solution built native to Salesforce. Get the insights you need to manage projects and resources while tapping into powerful business forecasting.
Empower your teams, improve customer satisfaction, and grow profits with Certinia Professional Services Cloud