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Certinia Services Estimator

By Certinia

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

No Ratings
Starting at $15   USD/user/month
Industries
Professional Services
Business Need
Quotes & Orders
Project Management
Requires
Platform Cloud
Compatible With
Platform Cloud

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.

Highlights

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.

Provider Details

Certinia
Austin, TX, United States
Social Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
Pledge 1%
Founded
2009
Website
Email
Phone
1-866-743-2220

Certinia is the leading global provider of AI-powered Professional Services Automation (PSA), unifying sales, delivery, finance, and customer success on a single record to act with certainty across the entire services journey. Veda, Certinia's AI engine for services operations, combines specialist agents and intelligent actions grounded in decades of institutional knowledge to shift services organizations from reactive workflows to autonomous operations. This comprehensive system enables the world’s most complex global enterprises to accelerate time to revenue, drive scalable growth, and increase customer value. Certinia is backed by Haveli Investments, Salesforce Ventures, TA Associates, and General Atlantic. For more information, visit www.certinia.com.

Pricing Details

Dependent on having a seat license of Certinia Professional Services (PS) Cloud. Contact Certinia for full pricing details.

Default Plan

$15 USD/user/month

Lowest Starting Price

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