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FinancialForce and Zimit to Deliver Services Quoting Innovation

Innovative Services Quoting Accelerates Customer Success

FinancialForce, the #1 Enterprise Professional Services Automation (PSA) and only Customer-Centric ERP (CC ERP) cloud solution, is extending its market-leading PSA solution to include services configure, price, quote (CPQ) capabilities. A strategic partnership with Zimit helps service businesses simplify and accelerate their sales processes and increase visibility and accuracy of quotes for all types of services by delivering an integrated CPQ solution specifically built for enterprise services.

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“The partnership with Zimit is about how we can make our customers more successful in their services business,” said Lori Ellsworth, Vice President of PSA Product Management,  FinancialForce. “We are seeing increased demand from customers to help them mature their services sales process and ensuring a smooth handoff for delivery. Zimit CPQ is built to handle the complexity of configuring, estimating, and pricing services, and is a natural extension to both PSA and CRM.”

“We’re very excited to help FinancialForce customers transform and simplify how they sell services”  said James Cramer, CEO, Zimit. “Seamlessly connecting CRM opportunities to PSA projects with Services CPQ is a game changing capability for services companies.”

Selling services requires a unique set of capabilities that are not available in traditional CPQ platforms:  timelines, roles and skills, tasks, milestones, projects, services pricing models and service type mix, and automated proposal generation. Zimit Services CPQ is purpose-built for selling services, delivering a more efficient process, with seamless integration with FinancialForce PSA, resulting in a real time view of demand and capacity from opportunity to delivery.

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“By integrating Services CPQ to the same platform as your opportunities and projects, you gain actionable insights, and speed up time to revenue,” said John Ragsdale, Distinguished VP, Technology Research, TSIA. “Companies that are able to deliver differentiated experiences to customers will make them leaders in the market going forward.”

When companies reduce their services quoting from weeks to minutes, these gains unlock sales capacity to drive new services, accelerate sales cycles, and reduced sales costs. Service teams gain improved margins with real-time resource demand visibility and increased customer satisfaction and confidence.

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