Services Estimation
Services quotes that win more business
Create accurate estimates that are both competitive and profitable—helping you win more business, start projects faster, and run a connected services operation.
Produce compelling and accurate estimates, faster
Discover a services estimation solution built native to Salesforce that brings together all the information you need to produce the best estimates for your customer.
Drive profit through resourcing
Strike the perfect balance of costs, revenue, and margins to produce winning estimates and achieve your profitability targets. Model changes to your resources—roles, seniority, partners—as well as prices, discounts, and expenses.
Apply estimation best practices
Create faster, higher-quality estimates by using best-practice templates and previous estimates. Produce repeatable, efficient estimates that fully leverage your business knowledge.
Gain speed and accuracy
Automated estimating, without errors or time delays. Apply critical data automatically without duplication for cleaner, fully connected data. Create projects instantaneously from successful bids.
Match capacity and demand
Ensure that you have the delivery capacity to successfully complete the work. Prepare your services delivery teams for future demands with proactive resource planning. Accurately forecast revenue and margin from estimate to delivery.
Be consistent, stay compliant
By managing approvals, you can ensure compliance with business rules and targets. Apply financial limits and tolerances for rapid decision-making, and ensure traceability of every step.
Forecast billings and revenues
Scope work accurately and consistently with predefined question sets per services product. Democratize the scoping process and power sales to speed estimate delivery, elevating the customer experience and business success.
Optimize CX, achieve margins
Understanding “bid versus did” creates continuous improvement, where your services offerings are continually updated to optimize customer experience and achieve target margins.
Speed time to value
When you perform resourcing at the opportunity phase, you give your delivery team early resource visibility to accelerate time to staff, to kick-off, to go-live … and to value.
Drive profit through resourcing
Strike the perfect balance of costs, revenue, and margins to produce winning estimates and achieve your profitability targets. Model changes to your resources—roles, seniority, partners—as well as prices, discounts, and expenses.
Apply estimation best practices
Create faster, higher-quality estimates by using best-practice templates and previous estimates. Produce repeatable, efficient estimates that fully leverage your business knowledge.
Gain speed and accuracy
Automated estimating, without errors or time delays. Apply critical data automatically without duplication for cleaner, fully connected data. Create projects instantaneously from successful bids.
Match capacity and demand
Ensure that you have the delivery capacity to successfully complete the work. Prepare your services delivery teams for future demands with proactive resource planning. Accurately forecast revenue and margin from estimate to delivery.
Be consistent, stay compliant
By managing approvals, you can ensure compliance with business rules and targets. Apply financial limits and tolerances for rapid decision-making, and ensure traceability of every step.
Forecast billings and revenues
Scope work accurately and consistently with predefined question sets per services product. Democratize the scoping process and power sales to speed estimate delivery, elevating the customer experience and business success.
Optimize CX, achieve margins
Understanding “bid versus did” creates continuous improvement, where your services offerings are continually updated to optimize customer experience and achieve target margins.
Speed time to value
When you perform resourcing at the opportunity phase, you give your delivery team early resource visibility to accelerate time to staff, to kick-off, to go-live … and to value.
Maximize efficiency and profitability with Services Estimation
Streamline your quoting process with a best-in-class, services estimation solution built native to Salesforce. Consolidate data from multiple sources to ensure competitive and profitable bids that align with your company policies and financial goals.
Say goodbye to spreadsheets and outdated systems—our PSA solution brings together everything you need to create optimal estimates for your customers.
A services estimation solution powered by Salesforce
“With the addition of Certinia’s Services Estimator for sales processes, we expect to reduce our scoping steps by 84% and review and approval steps by 72%. This will allow us to significantly reduce manual work and accelerate deal closures and revenue recognition.”
Mark Conklin, Senior Director, Operations, Salesforce
See the impact of services estimation on our customers
Learn how a top digital finance consulting firm leveraged a single source of project truth to achieve 50% faster invoicing and month-end closes.
Learn how a high-growth IT services and consulting company leveraged a Salesforce-native PSA solution to achieve 30% revenue growth.
Learn how a leading Salesforce consulting firm leveraged a best-in-class services estimation solution to extend revenue forecasts, eliminate surprises, and improve customer and employee satisfaction.
Maximize your Salesforce investment with Certinia
See the impact Certinia + Salesforce could have on your services business.
