PSQuote Integrations

Salesforce helps sales teams improve their performance and reach their goals. Salesforce is the most widely used CRM in the world. Salesforce gives teams access to tools that enable them to grow their accounts and find new customers. They also allow them to close deals faster and from any location. Salesforce offers many features, including contact management, opportunity management and lead management, email integrations, reports and dashboards as well as sales forecasting, files sync-and-share, and reports and dashboards. You will spend less time looking at spreadsheets and more time managing your business. No software, no hardware, no hassle. In minutes, our simple setup assistant will streamline sales and answer customer questions. Connect data from sales, service, marketing to create seamless, personalized experiences for buyers. You can see a complete customer view, including their account, activity history, connections, and more. You can also pull in social data to get a deeper understanding of your customers.

Contracts are essential to every business. It is therefore crucial to end manual and disjointed contracts processes. Conga's contract management tools allow you to improve customer experience and user experience, increase visibility, speed up cycle times and lower risk. Conga CLM makes it easy to manage and tackle contracting issues. Conga CLM is perfect for anyone who is just starting out in contracting, or wants to improve an existing contract management process. Conga CLM allows you to quickly create complex or long contracts without making any errors. Automate tedious tasks such as authoring, negotiation and approvals, as well as reporting. Conga Contracts can be used to control processes and ensure compliance.

Get rid of the spreadsheets. Workday Services CPQ can quote any service or subscription. Workday Services' CPQ is built for subscription and service quoting. It includes guided selling, solution catalogs, pricing modeling, and much more. Quote services separately, or combine them into one quote. Do it 10x faster. Automatically create accurate orders, proposals, SOWs or any other quote-related documents. Workday Services CPQ builds dynamic document content as you build a quote. Quote approvals can be routed based on financial and non-financial metrics such as risk, product, practice or region. Workday Services CPQ connects bi-directionally with CRM, PSA and ERP software. We offer integration packages between Workday and CRM. Our development team can create new integrations if needed. Workday Services CPQ features are innovative and go beyond traditional quoting. They raise the bar in terms of user experience. Businesses can work smarter instead of harder with these features.