ScopeStack integrates easily with your Salesforce CRM.
By using ScopeStack and Salesforce together, you can finally bridge the gap between the sales team (CRM) and your presales team.
By using our 52 pre-built services in the ScopeStack Service Catalog you can quickly begin scoping and pricing project work better.
The process is easy:
Create an opportunity in Salesforce > Scope your project in ScopeStack > Automatically update the Opportunity with Services Revenue from ScopeStack.
Before ScopeStack
Your presales team is logging into Salesforce, just to see how to spell the clients name and then manually updating data.
After ScopeStack
The ScopeStack project builder allows you to BOTH price and scope your project all at once, plus align your sales team (CRM) with the presales team.
Create a Free ScopeStack account today!
Work with the ScopeStack team to make sure your AutoTask account team is not waiting on you anymore! Scoping services with ScopeStack is a business changer.
Some of the best ITSP’s around use ScopeStack and Salesforce together.
Testimonials
The ScopeStack team understood what we were looking for and had experience with facing similar challenges.
Ryan Hicks CTO – Flagler