Services CPQ
Create accurate estimates that are both competitive and profitable—helping you win more business, start projects faster, and run a connected services operation.
Manage financials and accounting on the same platform as everything else
11 reasons to connect your ERP and CRM on the Salesforce platform
“With the addition of Certinia’s Services CPQ 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
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.
Built-in planning
Ensure that you have the delivery capacity to successfully complete the work. Prepare your service delivery teams for future demands with proactive resource planning.
Guided scoping
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.