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Kantata SX CPQ Connector

Seamless integration between CPQ and Kantata for enhanced services forecast

Overview

Kantata’s CPQ Connector enables your professional services organization to intuitively connect Kantata with Salesforce Revenue Cloud to optimize the delivery of services.

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See How Kantata SX CPQ Connector Works

  • Drive collaboration across teams during the services sales cycle

  • Early insights to key Professional Services KPIs during sales cycle with Delivery Margin and Resourcing Availability insights.

  • Leverages Salesforce Flows to give your Admins control and allow for flexible configuration as your Orgs processes and needs develop and change.

Kantata’s CPQ Connector is an add-on solution to Kantata that seamlessly integrates Salesforce Sales Cloud, Salesforce Revenue Cloud and Kantata within one interface, enhancing the flow of data across your professional services organization. This drives closer collaboration, improved forecasting and enhanced sales order management across your sales and delivery teams by mapping quote and opportunity data from your CRM into Kantata, and a view of resource availability back into your CRM.

Categories

Business Needs
Sales
Quotes & Orders
Industries
High Tech
Professional Services
Personas
Administrator
Business Operations Manager
Sales Representative / Manager
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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