formerly FinancialForce
formerly FinancialForce
Business services
Whether expanding into new services and product offerings, understanding which customers are most profitable to your business, or connecting the opportunity-to-renewal process to better serve your customers, Certinia is the platform for services business.
Certinia offers business services and business process outsourcing (BPO) organizations a services-as-a-Business platform that drives operational efficiencies while improving customer experience and business success.
Certinia gives us one source of truth on the Salesforce platform. We needed a solution to effectively manage hundreds of global agents and thousands of invoices. We have that with Certinia.
Shaun de Lacy, Director Global Finance Systems and Operation, INTO University Partnerships
Intelligent analytics
Quickly identify opportunities to grow contract revenues and profitability with role-based, out-of-the box analytics. Help your employees streamline every customer touchpoint with the right information at the right time, in the field and the office.
Opportunity-to-renewal
Modernize your entire opportunity-to-renewal processes to control costs, forecast results with greater confidence, and increase cash flow and working capital.
Services automation
With the master customer record as your single source of certainty, you get full visibility into the entire customer lifecycle from opportunity to renewal. Eliminate broken “handoff” and “over-the-wall” processes, and instead provide a unified experience for both customers and project teams.
Billing & revenue management
Better monetize your business services, including offerings that require fixed assets and tangible goods. Outsourced IT and managed services, field services, support contracts, subscriptions, and usage-based pricing models—all sources of billing and revenue management can be accommodated and consolidated.
Salesforce platform
Natively built on the Salesforce platform, Certinia gives you even more value when combined with the world’s top CRM and cloud platform. Instead of maintaining brittle integrations and multiple application architectures, you can focus on serving customers and allocating more IT dollars towards growing the business.