Services CPQ

Deliver the best estimates
efficiently, effectively, and accurately

Any successful professional services team must win a continual pipeline of new opportunities. With Services CPQ, you can seamlessly prepare compelling estimates that are both competitive and profitable–helping you to win more work, start projects faster, and run a connected services business.

Manage financials and accounting on the same platform as everything else

11 reasons to connect your ERP and CRM on the Salesforce platform

Services CPQ

Estimating engine

Deliver the best estimates

Balance costs, revenue, and margins to produce the most commercially attractive estimates. Model changes to resourcing (e.g., differing roles, seniority levels, partners), prices, discounts, and expenses to deliver the best result for you and your customer.

Knowledge base

Speed, efficiency, and experience

Automate the initiation of estimates using best practices templates and previous estimates. Rapidly produce high-quality estimates that are consistent, repeatable, and efficient fully leveraging your business knowledge.


Smooth, seamless processes

Initiate estimates directly from an opportunity within Salesforce. Apply critical data automatically without duplication for cleaner data that is fully connected. Create projects instantaneously from successful bids with all the information needed. Automate estimating processes without errors or time delays.

Built-in planning

Matching capacity and demand

Include the correct resource profile in estimates and ensure the delivery capacity to successfully complete the work. Proactively plan resource levels to prepare service delivery teams for future demands.


Achieve targets and stay compliant

Manage approvals to ensure compliance with your business rules and targets. Apply financial limits and tolerances for rapid decision-making. Ensure complete visibility and traceability of every step in the process.

Services CPQ: Native to Salesforce

“What we ultimately ended up with was a very agile, intelligent approach to one of our biggest disconnects: how do we get services estimating into the Salesforce platform at Salesforce and allow our our resources to utilize that in a very simple, efficient scalable way.”

Mark Conklin
Senior Director, Operations, Salesforce

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