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.
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“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.”
Senior Director – Operations, Salesforce
Automate the initiation of estimates using best practices templates and previous estimates. Rapidly produce high-quality estimates that fully leverage your business knowledge.
Initiate estimates directly from an opportunity within Salesforce. Apply critical data automatically without duplication. Create projects instantaneously from successful bids with all the information needed. Automate estimating processes without errors or time delays.
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.