Certinia Services Estimator
By CertiniaProject Management
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $15 per user per month
- Listed since
- 2021
About Certinia Services Estimator
Quote services faster, sell smarter, optimize delivery from day one.
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.
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.
Screenshots
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Pricing
Paid, from $15 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $15 per user | Monthly |
Dependent on having a seat license of Certinia Professional Services (PS) Cloud. Contact Certinia for full pricing details.
Compatibility
- Works with
- Platform Cloud
- Requires
- Platform Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on October 11, 2024
- Industries
- Professional Services
- Languages
- Dutch
- English
- French
- German
- Danish
- Italian
- Japanese
- Korean
- Chinese (China)
- Spanish
- Swedish
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