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Certinia Services Estimator

Quote services faster, sell smarter, optimize delivery from day one.

Overview

Services Estimator works with our industry-leading PSA solution to create accurate estimates that are both competitive and profitable—helping you win more business, start projects faster, and run a connected services operation.

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See How Certinia Services Estimator Works

  • Initiate services estimates directly from a Salesforce opportunity.

  • Perform staffing (by role or resource) at the opportunity to improve accuracy of resource forecasting and revenue forecasting.

  • Empower your services teams to model multiple scenarios and produce compelling and accurate estimates for customers.

  • Ensure compliance with your business policies, margin targets, and practice goals.

  • Enable fast start—the initiation creation of delivery projects directly from closed/won opportunities.

  • Proactively plan resource levels and align skills to ensure capacity for immediate project requirements and to prepare service delivery teams for future demands.

ESTIMATING Balance costs, revenue, and margins to produce commercially attractive services estimates. Model resources, prices, discounts, and expenses to deliver the best result for you and your customer. SPEED, EFFICIENCY, EXPERIENCE Automatically produce services estimates using best-practice templates and previous estimates to leverage business knowledge. Use guided scoping (scope projects through series of questions) for speed and consistency. RAPID PROCESSES Initiate services estimates directly from an opportunity. Apply critical data automatically without duplication and create projects instantaneously from successful bids. MATCH CAPACITY & DEMAND Ensure delivery capacity to successfully complete the work and proactively plan and forecast resource levels to prepare teams for future demands. CONTINUOUS IMPROVEMENT Feed back actual performance of quotes into your templates, using ‘bid vs did’ analytics, for continuous improvements.

Categories

Business Needs
Quotes & Orders
Project Management
Industries
Professional Services
Personas
Business Operations Manager
Consultant
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package

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