Salesforce manages revenue forecasts to 1% variance

“Most customers don't want to worry about back-end systems, but they want them to be reliable, scalable, and they want their supporting partner to understand them.”

Mark Conklin, Senior Director of Operations Systems & Tools, Salesforce

Key Benefits:

10x Faster project management

100% Increase in project creation

24/7 Real-time project statuses

Hindered by project disconnects

Prior to Certinia, Salesforce ran two disparate systems with no overall view into projects. Extracting key information was time consuming, and it became increasingly difficult to share real-time information across the business. Services Operations also acted as a single point of contact for all project queries, creating bottlenecks. After running NetSuite side-by-side with Certinia, Salesforce chose to move its entire professional services organization to Certinia Professional Services (PS) Cloud.


Certinia supplies mission-critical tools to give Salesforce full visibility into the lifecycle of every project, in real-time, from initial sale all the way to the end execution. From assignments and resource requests to full-cycle budgeting, it's all there for every division so no project customization is necessary.


By automating project creation using Certinia PS Cloud, twice the number of projects are created in the system each day. Monthly utilization calculations are also generated in real-time versus two weeks—a 100% decrease in time.

Certinia's Resource Planner has, in turn, saved users several hours per week originally dedicated to data entry. Project managers have gained visibility into hours entered versus hours assigned—enabling them to adjust swiftly when budgets fall off track.

"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 billable hours by $14m, and are pushing $2.5B through the app. Since we launched Services CPQ, and with our other customizations, we now consider ourselves as having one of the premiere Certinia orgs globally."

Mark Conklin, Senior Director of Operations, Salesforce