CFGI improves utilization and project management with Certinia

We wanted a solution that was built on the Salesforce platform. We didn’t want to integrate with any systems to achieve what we were looking for. The biggest improvements started with utilization, project management, and connecting projects to opportunities.

Jessica Bernier, Salesforce Administrator, CFGI

Key Benefits:

1 Source of Truth 

No Integrations 

Improved Utilization

Established in the year 2000 by former professionals from the prestigious Big 4 accounting firms, CFGI has solidified its position as an industry leader. Armed with a wealth of experience, CFGI is adept at navigating the intricate landscape of accounting, reporting, tax, and compliance in today's business world. Comprising a team of top-tier experts with extensive backgrounds in public accounting, CFGI operates without the constraints of auditor independence, allowing them to meet a diverse range of client needs.

Drawing from a reservoir of knowledge acquired from serving various industries, CFGI excels at guiding companies through both routine and complex business scenarios. The resulting partnership is a dynamic resource poised to tackle your most pressing accounting, finance, and operational challenges.

What sets CFGI apart is its unmatched ability to provide resources tailored to the specific requirements of each project. This approach not only ensures the highest quality of work but also optimizes time management. Clients reap the benefits of the collective wisdom and tools of the firm, maximizing the value of CFGI's expertise.

Additionally, CFGI enjoys the advantage of a unified "source of truth" in their customer journey, streamlining operations and enhancing decision-making. With the support of Certinia PS Cloud, CFGI also gains precious time to focus on its customers, fostering stronger relationships and delivering an elevated level of service.

In their pursuit of managing demand and surpassing customer expectations, CFGI turned to our solutions. This strategic move enables them to assemble professional services teams with the precise skill sets required for each endeavor, ensuring an exceptional level of service delivery.

Jessica Bernier, Salesforce Administrator at CFGI, shares the company’s journey to centralize resources, why Certinia stood out as their top choice and key improvements achieved in utilization, project management, and the seamless connection of projects to opportunities. In her role, Jessica oversees all operational aspects and processes. Her responsibilities encompass sales and customer support, as well as the development and administration of Salesforce. Jessica is committed to optimizing efficiency on the platform and harnessing the full range of features and benefits it offers.

  • Industry: Financial Consulting Services
  • Company Size: Large
  • Headquarters: Boston, Massachusetts
  • Products Used: Professional services cloud