formerly FinancialForce
formerly FinancialForce
FinancialForce is now Certinia
We enable you to deliver services with agility and intelligence
Happy Customers Create Resilient Businesses:
A Focus on Experience-Led Growth
Optimize resource utilization by managing your customers, teams, and projects in a single application.
Improve customer satisfaction and retention with a scalable approach to orchestrating success.
Services automation
Give customers a seamless experience of sales and service delivery on the Salesforce Platform. Certinia improves services estimating, delivery, profitability, and satisfaction.
Accounting & finance
Simplified customer billing untangles the knots in revenue recognition. Certinia cloud accounting and financial reporting gives you complete control of spend.
Analytics & insights
Target, track and optimize core services and business processes. Integrate financial metrics, such as utilization, margin, revenue and productivity, with service delivery KPIs to achieve continuous innovation.
Customer & partner portals
Deliver excellent customer experiences, swiftly answer project questions, and provide real-time updates through customer and partner portals that turn your services delivery into an authentic conversation.
A single source of certainty
Certinia is native to Salesforce, sharing the same customer record, user experience, and industry leading analytics with the world’s most trusted cloud business platform. Give your teams the ability to collaborate in real-time across your entire services business and deliver truly differentiated customer outcomes.
We have built an incredible Certinia instance! Historically, the numbers are mind-blowing. In the last 3 years alone, we’ve integrated 10 companies, added 7000 users, managed revenue forecasts to 1% variance +/-, increased our sold roles by ~20K roles and ~14M billable hours. Once we launch the pricing tool in the app, with our other customizations, this instance will continue to be the premiere Certinia org.
Mark Conklin, Senior Director of Operations
With Certinia, we will be taken to a next level as we start to move from what I would call “action and insight” to “action and outcome,” which really means that we’re going to drive action orientation to place with our customers at the point of service. PSA Analytics powered by Salesforce Einstein will help us get to this next level of artificial intelligence. This really changes the game of how we engage with our customers.
Adam Jones, Strategist, HPE Pointnext Services Delivery
The Certinia partnership and platform allows us to effectively manage and grow our solution business, by focusing on project profitability, labor, variance, utilization, and capacity. By enabling project collaboration and accurate delivery for customers, the solutions help us to improve the overall customer experience.
Kim McCullough, Business Capability Leader Philips
With Certinia, we now have a fully automated snapshot of our customer portfolio. From the first opportunity through all states of a project, our operational processes are now more streamlined and visible at a portfolio level. It has also empowered our project teams with customer-contextualized information at their fingertips.
Lori Williams, SVP, Global Customer Success, Traction on Demand
By implementing Certinia, we now have the systems, processes, and data accuracy we need to accommodate new business growth.
Alex Calder, Head of Finance, United Services Group
Splunk was able to make a swift transition to remote delivery and re-engineer in real-time amidst the global COVID-19 crisis. While the shift required some short-term heavy lifting, we were quickly up and running smoothly in the new normal. This would not have been possible without the flexibility that Certinia and Salesforce provided.
Toni Pavlovich, Chief Customer Officer, Splunk
We don’t want a front office and a back office–we just want one office. Certinia will integrate all our operations and enable us to implement best practice across our organization. It was important to us that it be cloud-based, secure, and customer oriented. That’s the way our business works.
Brad Campbell, CFO, Novotech
