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