Salesforce Integration

Integrate ScopeStack's CPQ with Salesforce

Combine Salesforce's enterprise CRM power with ScopeStack's specialized IT services CPQ. Transform complex enterprise deals into streamlined, automated workflows that close faster and more profitably.

Achieve enterprise sales excellence with unified systems

Seamless opportunity management

Pull Salesforce opportunities directly into ScopeStack with all account details, contacts, and custom fields intact. Your sales team can generate comprehensive IT service quotes without switching platforms or losing context.

Handle enterprise complexity

Manage multi-site deployments, phased rollouts, and complex approval workflows with ease. ScopeStack's CPQ handles the intricate details of enterprise IT services while maintaining perfect sync with Salesforce.

Accelerate sales velocity

Reduce quote generation time from days to hours. With automated pricing calculations, dependency mapping, and instant SOW generation, your team can respond to RFPs faster and win more enterprise deals.

CPQ built for enterprise IT services

Unlike generic CPQ solutions, ScopeStack understands the nuances of IT service delivery. From complex technical requirements to resource allocation and project dependencies, capture every detail that matters for successful enterprise engagements.

The integration ensures all this rich detail flows seamlessly between Salesforce and ScopeStack, maintaining data integrity while eliminating duplicate entry.

Technical requirement mapping
Resource allocation planning
Project dependency tracking
Data integrity maintenance

Maintain governance and compliance at scale

Enterprise deals require strict approval workflows and compliance tracking. The Salesforce ↔ ScopeStack integration maintains your governance requirements while accelerating the sales process.

Automatically route quotes through proper approval chains based on deal size, margin thresholds, or custom business rules. Track every change, approval, and revision with complete audit trails that satisfy enterprise compliance requirements.

Approval workflows

Multi-level approval routing

Audit trails

Complete change tracking

Compliance ready

Enterprise security standards

Integration features:

Einstein Analytics compatible

Leverage AI-driven insights

Lightning Experience optimized

Modern UI integration

Custom object support

Works with your configuration

Leverage the full Salesforce ecosystem

ScopeStack's integration extends beyond basic data sync. Take advantage of Salesforce's powerful features like Einstein Analytics for deal insights, Sales Cloud for pipeline management, and Service Cloud for post-sale support.

Your IT services CPQ becomes a natural extension of your Salesforce investment, maximizing ROI while minimizing implementation complexity.

Transform your sales performance metrics

Companies using the Salesforce and ScopeStack integration report dramatic improvements in key sales metrics.

Typical results include:

75% faster quote generation

From days to hours for complex deals

40% higher win rates

Professional, accurate proposals win more deals

90% reduction in errors

Automated calculations eliminate mistakes

With faster response times, more accurate quotes, and streamlined approval processes, your sales team can focus on what they do best: building relationships and closing deals.

"ScopeStack transformed our Salesforce instance from a data repository into a revenue acceleration machine."

- VP of Sales, Fortune 500 IT Services Company

Ready to supercharge your Salesforce investment?

Connect Salesforce and ScopeStack today to transform your enterprise IT sales