servicePath™ CPQ+
& Salesforce CRM

Get Started
Accelerate Growth: servicePath™ – The CPQ Platform Trusted by Market Leaders.

Seamlessly connect Salesforce with servicePath™ CPQ+ for a robust, fully integrated Quote-to-Cash solution.

Combine the strength and flexibility of the world’s largest CRM system with servicePath™’s easy-to-use configure, price and quote (CPQ+) platform to give your sales team the advantage over your competitors. Quickly create unique and winning proposals from within Salesforce while leveraging servicePath™’s business rules, configured products, workflows and quote engine.
  • No additional SFDC licenses required
  • Real-time synchronization of Organization, Contact and Opportunity
  • Support for production and sandbox environments (test.Salesforce.com)
  • Single sign-on to Salesforce and servicePath™
  • Integration with SFDC pipeline reports with reporting down to the Price Element level

Accelerate The Quote-to-Cash Process & Increase Margins

Send proposals and close deals with speed when you integrate Salesforce with servicePath™’s CPQ+ platform. Empower your sales team with easy-to-use quote-creating tools from right within the Salesforce interface.
  • Access to all of servicePath™’s quoting and solution-building functionality
  • Create multiple versions of quotes to give customers options to consider
  • Drag products into the solution within Saleforce
  • Choose the servicePath™ quote to include in forecasts

Generate Original & Automated Proposals From Within The CPQ+ Platform

Stand out from the competition with servicePath™’s customizable proposal templates. Goodbye bland, unoriginal-looking proposals. Hello branded documents that reflect your unique company style and professional appearance.
  • Generate aesthetically-pleasing proposals from within Microsoft Dynamics with a single click
  • Utilize a cohesive branding strategy to reinforce your credibility
  • Customize proposal templates to fit your unique style
  • Add images and diagrams from your own library into your proposals

Obtain Seamless Integration & Reduce Internal Friction

Eliminate workflow inefficiencies and get your management team on the same page without the need to copy and paste data from one system to another. With servicePath™’s seamless integration with Salesforce you can drag and drop fields right onto SFDC reports, saving you both time and money.
  • Forecast Values directly from servicePath™ on SFDC reports
  • Financials from a Quote down to revenue category are pushed back to Salesforce for accurate pipeline and forecast reporting
  • Instantly access the latest proposal that is in your customer’s hands

100% Cloud-Based Integration

servicePath™, like Salesforce, runs entirely in the cloud. No software needs to be downloaded for end-users. Integration is simple and straightforward. What’s more, servicePath™ engineers are dedicated to maintaining and improving your integration. The best part? You don’t need developers to operate and maintain optimal operational efficiency.
  • Step 1: Build business rules, configured solutions and pricing right into servicePath™
  • Step 2: Connect servicePath™ to Salesforce
  • Step 3: Utilize servicePath™’s powerful quoting engine through drag-and-drop in Salesforce
  • Step 4: Close deals and win more business

Talk to a servicePath™ CPQ+ Expert

Discuss your requirements with a CPQ Architect to discover how servicePath™ CPQ+ can help transform your sales process.

Our approach goes beyond just the servicePath™ CPQ+ platform, we focus on understanding your unique challenges and defining the right approach that will give your business the competitive edge it needs.