PSQuote and Solvit Partner to Revolutionize Services Quoting in Salesforce

Exciting news! We’re thrilled to announce a strategic partnership between PSQuote and Solvit.

This collaboration brings together PSQuote, the leading professional services quoting app built natively on Salesforce, and Solvit, renowned implementation partners and Salesforce/PSA experts. Together, we’re committed to helping professional services organizations optimize their quote-to-cash tech stack, reduce PS revenue leakage, and improve resource utilization and project margins.

What This Means for You:

This partnership is designed to bring significant benefits to our current & future customers.

Here are some key advantages you can expect:

• Streamlined Implementation: Solvit’s expertise in Salesforce & PSA solutions will ensure a smooth implementation of PSQuote in your Salesforce environment.
• New PSA Project Sync Options: Solvit & PSQuote will collaborate on new automation between PSQuote and downstream PSA solutions like Cloud Coach, Kantata & Certinia. Sync from PS quotes to PSA Project & Resource Allocations with a single click or automated Flow.
• Tailored Solutions: Leverage Solvit’s experience to configure PSQuote to your specific business needs.
• Agentforce (AI) Use Cases for Services Estimation & Scoping: PSQuote & Solvit will collaborate on AI (Agentforce) use cases for services quoting, pricing, estimation, scoping, and SOW/Proposal Doc Gen.

Why This Partnership Matters:

Over the last decade, many professional services organizations have implemented Salesforce for CRM and PSA & PPM tools for delivery, but many PSOs still estimate & price services in spreadsheets.   The offline estimation process causes PS revenue leakage, gaps in resource demand & revenue forecasting, wasted time manually re-entering data into CRM, PSA/PPM & SOWs.

With PSQuote, a Salesforce native quoting tool designed specifically for services, PSOs can now close the gap between PS Sales & Delivery.

This partnership addresses a critical need for seamless integration and optimization of quoting processes within the Salesforce ecosystem. By combining PSQuote’s innovative technology with Solvit’s deep expertise in Salesforce & PSA/PPM solutions, we are creating a powerful solution for businesses looking to streamline operations, improve efficiency, and drive growth.

“At Solvit, we’re thrilled to announce our new partnership with PSQuote. Their innovative professional services quoting solution, native to Salesforce, aligns perfectly with our mission to provide seamless, integrated solutions for our clients. We’re confident that this partnership will bring significant value to both our existing and future clients, helping them streamline quoting processes and drive success.”

— Ingo Roemer, COO & PSA Solution Architect at Solvit

Looking Ahead:

PSQuote & Solvit are already collaborating & excited to help their joint customers scale-up their PS operations, reduce PS revenue leakage and fill the PS pipeline gap.

“We’re very excited to have Solvit onboard as a PSQuote implementation partner.   The Solvit team not only has a long track record of Salesforce implementation success, but they also have over a decade of experience implementing PSA / PPM solutions.   This very unique blend of technical skills & PSO domain expertise means that Solvit not only understands the power of the Salesforce platform and the configuration flexibility of PSQuote, but how & why PSQuote works seamlessly with downstream PSA / PPM tools.  Services quoting has been the missing piece of the PS tech stack puzzle, and we’re thrilled to work with Solvit to fill the services estimation gap for customers.”

— John Schuler, CMO/Alliances at PSQuote

About Solvit:

At Solvit we believe you should love the tools you use to run your business — and we know that’s only possible when they’re implemented, configured, and managed with your ideal outcomes in mind.

That’s why we take the time to understand your unique business needs and challenges first. Then we architect, design, and implement solutions that unlock new possibilities for efficiency, growth, and business intelligence, so you can achieve more than you ever thought possible.

What Solvit brings to the table:

• 24 years of Salesforce experience
• 9 years of PSA/PPM/Project Management Implementations
• Hundreds of clients who have turned to Solvit to drive their business forward
• Long-term clients, who trust Solvit to get the most out of their Salesforce investment

Solvit’s goal is to serve as an extension of your team, dedicated to keeping your Salesforce environment in step with your evolving needs, processes, challenges, and opportunities.

About PSQuote:

PSQuote is the leading professional services quoting app built natively on Salesforce.   Launched in 2021 on the Salesforce AppExchange, PSQuote is purpose built for services quoting & estimation.  With PSQuote, you can now estimate your services directly in salesforce, with top-down resource scheduling, bottom-up task-based estimation, and scoping & SOW doc gen automation.   Built-in sync to Salesforce Opportunities & CPQ, and a variety of PSA sync options automate your Project & Resource Allocations in tools like Certinia, Kantata, Cloud Coach, Precursive & many more.

Ready to take your quoting process to the next level? Contact us today to learn how PSQuote and Solvit can transform your approach to services quoting in Salesforce and fill the gap in your PS quote-to-cash tech stack.