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Zoma - Intelligent Automation for PS Service Sales

Bring science to the art of service scoping

Overview

Zoma.ai is an AI-powered scoping and pricing platform that helps professional services and sales teams create accurate, consistent project estimates directly from Salesforce. By leveraging historical data, structured workflows, and automation.

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  • AI-powered scoping and Services CPQ platform built specifically for Professional Services teams

  • Turns tribal knowledge, past projects, and data into consistent, structured scopes and SOWs

  • Supports both bottom-up and top-down estimation, recurring services, and complex delivery models

  • Integrates with Salesforce, and leading PSA tools to fit into existing workflows

Bring science to the art of service scoping Zoma helps professional service sales teams scope intelligently, with an AI platform that bridges the gap between the project promise and the reality

Categories

Industries
High Tech
Professional Services
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.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
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
Agentforce
Multiple Currencies
Managed Package

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Revenue Cloud CPQ
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials
Supported Languages
English