Traditional CPQ tools are not built for Services Organizations
- CLD, with Zimit, gives you a solution that allows you to automate and streamline your quoting process and project creation while keeping all your information in one place.
- Zimit fills the gap for enterprise services where most Configure, Price Quote (CPQ) solutions fall short. Now you can accurately estimate services and automate the sales-to-delivery handoff to grow your enterprise services.
Use Salesforce Not Spreadsheets
Organize beyond Excel spreadsheets and move all aspects of product and services estimation onto your existing Salesforce platform.
- Our Zimit and FinancialForce PSA integration is the answer for estimating services, generating accurate statements of work, and creating projects in FinancialForce.
- CLD and Zimit created a unique solution that integrates the Zimit cloud-based CPQ-for-services software with Salesforce—so everything is unified, highly accurate, and built with the complexities of enterprise services in mind.
Our Zimit-to-Salesforce Solution
- Organize all your quote or estimate data within Salesforce
- Move your services estimation workflow and approvals out of Excel for good
- Gain a comprehensive view of service operations from estimation to execution
- Automate PSA project creation and resource requests directly from the Salesforce quote
- Report on what was sold versus what was delivered
- Streamline the sales-to-delivery handoff process
- Use Zimit’s guided selling feature to create accurate quotes
- Integrate Zimit with your existing product CPQ
Automate and streamline enterprise services estimation
- Estimate hours for each resource role
- Leverage standard rate cards defined for each role and locale
- Define billing schedules with consideration for resource schedules
- Account for nuances of project tasks during the proposal process
- Automate generation of proposal / SOW
- Automate project creation