Solution Partners

Workday

As part of the partnership with Workday, Zimit has developed the Zimit for Workday Connector, which takes CRM opportunities, provides a services-centric quote and proposal, and transitions this to Workday PSA to create the customer contract and project details. This provides a streamlined Opportunity-to-Cash process, helping eliminate manual data entry and duplicate data. This connection also synchronizes critical master data used in quoting, including accounts/customers, roles, rates, and sales and expense items.

Zimit Completes Workday Approved Integration
September 1, 2020

 

FinancialForce

A strategic partnership between Zimit and FinancialForce 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. Zimit synchronizes Projects, Roles, Rates, Sales / Expense / Purchase Items, Customer Contracts, Resource Requests and more.

FinancialForce and Zimit To Deliver Services Quoting Innovation
July 11, 2019

 

Salesforce

Zimit is certified to integrate with Salesforce.com. You will be able to synchronize Users, Accounts, Opportunities, Cases, Products and more with Quotes in Zimit for a seamless sales experience.

 

Integration Partners

CLD Partners

CLD’s Zimit/FinancialForce PSA integration is the perfect quoting solution for enterprise services companies who need to estimate services, quickly generate an accurate SOW, and create projects in FinancialForce. The solution provides an “on platform” integration that links Zimit to SFDC resulting in data living on the Salesforce platform and ready for PSA. Additionally CLD’s integration supports the auto-creation of PSA Projects right from your Zimit quote.

 

Sponsorships

TSIA

Zimit is a proud sponsor of TSIA. The Technology Services Industry Association (TSIA) is the world’s leading research organization dedicated to helping technology companies achieve profitable growth and solve their top business challenges.

Visit TSIA

 

Zimit Insights

The Missing Link in Services: Quoting

A TSIA blog, “Top 6 Professional Services Challenges”, describes the…
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Zimit and CLD Announce Partnership

Zimit and CLD Partners are pleased to announce their partnership.…
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CPQ for Services: The Spreadsheet Killer

Learn how Services CPQ can radically simplify your sales process.
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Zimit Completes Workday Approved Integration

BOCA RATON, Fla., Sept. 1, 2020 – Zimit, a Workday (NASDAQ: WDAY) Ventures software partner, today…
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