7 Reasons to Quote Services with a Native Salesforce App

First, what is a ‘native’ app in Salesforce?

It’s an app you can find on the AppExchange that is installed in Salesforce and runs in your existing Salesforce org. Meaning the data is stored in Salesforce’s database alongside your Accounts & Opportunities, and the app runs on Salesforce infrastructure. (TIP: Search Services Quoting on the AppExchange to find a native salesforce app for services quoting.)

1) No fragile integrations with CRM

Avoid the hassle of maintaining a messy integration to get your Accounts & Opportunity data into your quoting tool. With a native app, the quoting & estimating data is stored in the Salesforce database and ps quotes are linked directly to the Opportunity and Account.

2) AI is wired-in

Salesforce has taken care of the AI infrastructure with Agentforce (including flexibility to toggle between different LLMs & define prompt templates). Now you can use AI for your services quoting, estimating and scoping use cases.

3) Reporting & Analytics

Avoid the hassle of maintaining a messy integration to get your Accounts & Opportunity data into your quoting tool. With a native app, the quoting & estimating data is stored in the Salesforce database and PS quotes are linked directly to the Opportunity and Account.

4) Config Flexibility

A secret many don’t know… Salesforce is really a platform-as-a-service (not just a CRM). The platform has a variety of config & automation tools built in (like Flow, custom fields, configurable UIs). This means you have a ton of flexibility to configure a services quoting app in Salesforce to align with your use cases.

5) Ease of Administration

Your IT Admins don’t need to learn a new quoting platform since they’re already supporting and knowledgeable about Salesforce.

6) Security

Security is inherently built-in. Use Salesforce’s built in security options (Permission Sets, Record Sharing, etc) to setup security for your users.

7) Seamless user experience & 3rd party tool compatibility

Sales and Professional Services users can quickly click thru from Opportunity to PS Quote or vice versa. You don’t need SSO or iFrames needed since everything is in Salesforce.

Salesforce is already compatible with thousands of 3rd party tools. So if you need a 3rd party integration like Doc Gen/CLM/e-Sign (Conga, DocuSign etc), these integrations & ISV apps already exist to extend functionality.

*Bonus* Platform Consolidation

There’s a trend right now (esp. led by Finance & IT) to consolidate tech platforms and reduce overhead & cost. If you’re doing services quoting, scoping & estimation directly in Salesforce, you don’t have to buy & maintain a separate stack of tools.

Native Salesforce App for Services Quoting

If you’re using Salesforce & need more reasons to consider using a Native app for Services quoting, then here are 3 resources:

1. Read Zennify’s success story.
2. Visit the AppExchange listing for PSQuote
3. Contact us if you want to hear how other companies like GitLab, Argano & Hyland are quoting services in Salesforce with PSQuote, a native salesforce app.