Conference Presentation

FinancialForce Case Study | Increase the Power of FinancialForce PSA with Zimit Services CPQ

This report is for members only

Ask about TSIA membership to access.

Already a TSIA Member? Sign In.

The opportunity-to-revenue lifecycle can be more seamless than ever when you join Zimit Services CPQ with FinancialForce PSA. With a services CPQ solution fully integrated with the #1 professional services automation solution, you can replace pricing spreadsheets and documents, create real-time resource demand forecasts, shorten deal cycles, and automate project creation. In this session you will learn how to: Seamlessly integrate the opportunity-to-project flow Automate services quoting, including pricing and proposal content Forecast resource demand and services revenue in real time

Presented By:

Austin Rohr

Global Solution Evangelist, PSA, FinancialForce

James Cramer

Founder & Co-CEO, Zimit

Publish Date: October 28, 2019

TSIA is well worth the investment. This is the one place where you can come and get a fusion of ideas that you can then marry up to the goals and objectives of your organization and boil that down into several actionable plans that you can implement over the next 6 months to a year.

Peg Rodarmel, SVP, Subscription Services, Infor

Experience Our Community

Our thriving community of 35,000 services leaders rely on TSIA insights every day.