We’ve partnered with the companies below to seamlessly connect CRM opportunities to PSA projects with Services CPQ.
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
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.
CLD consultants understand and speak the language of business users from sales to operations to finance. They use a proven pragmatic delivery methodology borne out of 10+ years of referenceable clients.
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.