“What we ultimately ended up with was a very agile, intelligent approach to one of our biggest disconnects:how do we get services estimating into the Salesforce platform at Salesforce and allow our our resources to utilize that in a very simple, efficient scalable way.”
Mark Conklin
Senior Director – Operations
AUTOMATION
Initiate estimates directly from an opportunity within Salesforce. Apply critical data automatically without duplication. Create projects instantaneously from successful bids with all the information needed. Automate estimating processes without errors or time delays.