servicePath CPQ+ & Salesforce CRM

A powerful combination

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

It’s time to adopt a CPQ platform that is faster, more secure and provides the financial visibility you need. See what servicePath can do for your organization.

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