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.
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.
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.
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.
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.
Reduce revenue leakage and automate revenue recognition. With a single database, automated processes, and powerful forecasting tools, ensure that nothing falls through the cracks.
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.
formerly FinancialForce
formerly FinancialForce