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
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.
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’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.
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.