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. Produce better estimates more easily and faster. Deliver against your company's business goals and financial targets.
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Services CPQ
ESTIMATE ENGINE
Deliver the best estimates
Balance costs, revenue, and margins to produce the most commercially attractive estimates. Model changes to resourcing, prices, discounts, and expenses to deliver the best result for you and your customer.
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Speed, efficiency, and experience
Automate the initiation of estimates using best practices templates and previous estimates. Rapidly produce high-quality estimates that fully leverage your business knowledge.
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AUTOMATION
Smooth, seamless processes
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.
Watch VideoBUILT-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.
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ACCURACY
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.
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