Services CPQ in Action


When it comes to making the sale in professional services, hitting revenue targets is everything. But too often, scoping, quoting, and uncovering the right deal is just guesswork or painfully time-consuming. It doesn’t have to be, with the right configure, price and quote (CPQ) software built for enterprise services.

By integrating your CPQ to the same platform as your opportunities and projects, you gain actionable insight and automation to accurately price projects, speed up quote times, and uncover potential bundles and upsells.

Learn exactly how to automate all aspects of services pricing and proposals with Zimit and FinancialForce.

  • Replacing spreadsheets and Word documents with speed, accuracy, and visibility.
  • Obtaining a complete picture of the size and number of projects coming down the pipeline.
  • Creating a seamless process, from scoping projects to delivery.
  • Leveraging CPQ data to accurately forecast projects.