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formerly FinancialForce

Why Certinia
- - Why Certinia
    Everyone gets that CRM is essential. But today’s businesses also need a way to unify sellers with other key business functions, including professional services teams and traditionally back-office roles, such as accounting and finance.
    
    Explore Certinia
Products & Solutions
- - SOLUTIONS FOR:
  - Professional Services Cloud
    - PROFESSIONAL SERVICES CLOUD SOLUTIONS
    - Services CPQ
      - Services CPQ
        Seamlessly prepare compelling estimates that are both competitive and profitable. Transform estimates directly into resource requests and projects. Deliver against your company’s business goals and financial targets.
        
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    - Services Automation
      - Services Automation
        Improve project profitability and resource utilization with Certinia’s professional services automation solution. Keep projects on time, customers happy, and reports updated–all on the leading business cloud platform from Salesforce.
        
        Watch demo
        
        View datasheet
    - Resource Management
      - Resource Management
        Optimize the deployment of your most valuable asset–your people–and enjoy strong resource utilization rates, employee satisfaction rates, and customer success rates. Understand your resourcing and skill needs based on your actual pipeline and backlog.
        
        Watch demo
        
        View datasheet
    - Services Billing
      - Services Billing
        Say goodbye to complex billing issues. Whether you deal in time and materials (T&M), subscription-based contracts, fixed-fee services, or a blend of these, you’re free to develop pricing and billing models tailored to your customers’ needs.
        
        Watch demo
        
        View datasheet
    - Services Revenue Management
      - Services Revenue Management
        Reduce revenue leakage and automate revenue recognition. With a single database, automated processes, and powerful forecasting tools, ensure that nothing falls through the cracks.
        
        Watch demo
        
        View datasheet
    - Services Analytics
      - Services Analytics
        Run a more predictable and efficient services business, tackle your most pressing challenges with certainty, and exceed customer expectations with purpose-built analytics that understand the business of services.
        
        Watch demo
        
        View datasheet
    - Services Communities
      - Services Communities
        Services teams that can best collaborate and communicate with partners and customers perform better. Share project-related information and status updates, capture time and expenses in one place, and keep everyone in the loop.
        
        Watch demo
        
        View datasheet
  - ERP Cloud
    - ERP CLOUD SOLUTIONS
    - Accounting & Financial Reporting
      - Accounting & Financial Reporting
        Easily manage your global operations with best-in-class accounting. With comprehensive financial reporting, automated billing, built-in audit trails, and personalized workspaces, you can unify your business on the Salesforce platform.
        
        Watch demo
        
        View datasheet
    - Subscription & Usage Billing
      - Subscription & Usage Billing
        Embrace new business models with confidence. Create a single source of certainty for even the most complex customer relationships while boosting accuracy and efficiency with the best subscription billing software for Salesforce.
        
        Watch demo
        
        View datasheet
    - Revenue Management
      - Revenue Management
        Centralize revenue streams in a single revenue recognition and forecasting solution. Stay compliant with ASC 606 and IFRS 15 standards, automate calculations, and reduce period-end close for a complete picture of your revenue.
        
        Watch demo
    - Financial Planning & Analysis
      - Financial Planning & Analysis
        Accelerate your planning cycles with core financials and analytics coming from a single platform. Build more dynamic, accurate plans, stress-test scenarios, and better anticipate how much to spend and where.
        
        View datasheet
    - Procurement
      - Procurement
        Get visibility and control over the entire procure-to-pay process for both indirect and direct spend. Automate approval workflows, minimize costs, and prevent contract leakage while enforcing spend controls all on the Salesforce platform.
        
        Watch demo
        
        View datasheet
    - Order & Inventory Management
      - Order & Inventory Management
        Simplify and optimize the entire order-to-fulfillment process on Salesforce for both goods and services. Know your inventory, what you can sell, what’s out for delivery, and how to make it all profitable.
        
        Watch demo
        
        View datasheet
    - ERP Analytics
      - ERP Analytics
        Increase revenue and grow your business with insightful analytics powered by Salesforce. Use pre-built dashboards and fine-tuned data to keep your operations running lean, consistent, and predictive.
        
        Watch demo
        
        View datasheet
    - ERP Communities
      - ERP Communities
        Improve the efficiency of collections staff and reduce DSO with a self-service billing and payments community personalized for your customers. Empower them to manage their own accounts online and use built-in social tools for quick and easy communication.
        
        Watch demo
        
        View datasheet
  - Customer Success Cloud
    - Customer Engagement
    - Customer Engagement
      - Customer Engagement
        Put all the customer intelligence you have to good use. The Customer Success Cloud delivers a complete view of every customer’s journey and unlocks actionable insights into customer engagement.
        
        View datasheet
    - Success Playbooks
      - Success Playbooks
        Capture your customer success best practices with built-in success playbooks. Know exactly what actions to take to maintain positive momentum.
    - Stakeholder Engagement
      - Stakeholder Engagement
        Customer success is a team effort. Identify and align the right people across multiple departments to collaborate on customer success activities end-to-end.
  - SOLUTIONS BY
  - Industry
    - Business Services
      - Business Services
        Certinia offers business services and business process outsourcing (BPO) organizations a modern Services-as-a-Business platform that drives operational efficiencies while also improving customer experience and key business metrics.
        
        Explore industry solutions
    - Professional Services & Consulting
      - Professional Services & Consulting
        Amid rapid industry changes, professional services businesses still want to deliver great results on time and on budget, keeping customers happy and successful. Make that vision reality with a complete Services-as-a-Business platform from Certinia.
        
        Explore industry solutions
    - Software, High-Tech & IT Services
      - Software, High-Tech & IT Services
        Whether it's funding new investments, gaining a competitive advantage, or attracting and serving customers, profitable growth is essential to success in the technology industry. Certinia is built to help high-growth tech businesses like yours scale profitably.
        
        Explore industry solutions
  - View All Products
Customers
- - CUSTOMER SUCCESS
    - Customer stories
    - Community
  - CUSTOMER SUPPORT
  - Customers
    Certinia customers come in all sizes, from mid-size services firms to global titans. But they all share a clear focus on their customer’s success and a commitment to business agility.
    
    Explore Customer Stories
Partners
- - Partners
  - PARTNER PROGRAMS
    - Partner Program
    - Register a Lead
  - Partners
    Customer needs can be complex. To meet these needs, Certinia works with a thriving ecosystem of partners that complement our solutions. Grow your company alongside the complete, modern Services-as-a-Business platform.
    
    Explore Partner Program
About
- - About Certinia
  - Meet Certinia
  - News Center
  - Leadership
  - Blog
  - Careers
  - Events
  - Locations
  - About
    Certinia delivers a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and delivery to customer success management and financial planning and accounting.
    
    Explore Certinia

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Professional Services Automation

Apex Enterprise Patterns – Separation of Concerns

Ben Houghton

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Andrew Fawcett discusses Apex Enterprise Patterns on his blog.

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RESOURCES

Services CPQ Whiteboard

Deliver the best estimates efficiently, effectively, and accurately

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SPI Report: Platforms Matter!

The Impact of Digital Transformation within the Salesforce Ecosystem

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