formerly FinancialForce
formerly FinancialForce
FinancialForce is now Certinia
We enable you to deliver services with agility and intelligence
Happy Customers Create Resilient Businesses:
A Focus on Experience-Led Growth
Verwalten Sie Ihr Team, Ihre Kunden, Projekte und Finanzen in einer einzigen Anwendung.
Dienstleistungsautomatisierung
Verbinden Sie Vertrieb und Service auf der Salesforce-Plattform reibungslos, um die Profitabilität Ihrer Projekte und die Kundenzufriedenheit zu verbessern.
Buchhaltung und finanzen
Vereinfachen Sie die Rechnungserstellung, entwirren Sie die Knoten bei der Umsatzabgrenzung und gewinnen Sie die Kontrolle über die Ausgaben mit Cloud-Buchhaltung und Finanzberichterstattung.
Analysen und erkenntnisse
Anvisieren, Verfolgen und Verbessern der wichtigsten Service- und Finanzkennzahlen, einschließlich Auslastung, Gewinnspanne, Umsatz, Produktivität und mehr.
Portale für kunden und partner
Bieten Sie ein hohes Serviceniveau, beantworten Sie schnell Projektfragen und stellen Sie Echtzeit-Updates über Kunden- und Partner-Communitys bereit.
Eine Plattform, eine Wahrheit
FinancialForce bietet Ihnen einen vollständigen, kundenorientierten Überblick über Ihr Unternehmen auf der weltweit führenden Cloud-Plattform von Salesforce. Mit einem einzigen Kundendatensatz erhalten Sie eine verlässliche, wahrheitsgemäse Quelle, die Ihnen hilft, Ihre Abläufe zu optimieren und Ihre Kunden in das Zentrum Ihrer Aktivitäten zu stellen.
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 sold roles by ~20K roles and ~14M billable hours. Once we launch the pricing tool in the app, with our other customizations, this instance will continue to be the premiere Certinia org.
Mark Conklin, Senior Director of Operations
With Certinia, we will be taken to a next level as we start to move from what I would call “action and insight” to “action and outcome,” which really means that we’re going to drive action orientation to place with our customers at the point of service. PSA Analytics powered by Salesforce Einstein will help us get to this next level of artificial intelligence. This really changes the game of how we engage with our customers.
Adam Jones, Strategist, HPE Pointnext Services Delivery
The Certinia partnership and platform allows us to effectively manage and grow our solution business, by focusing on project profitability, labor, variance, utilization, and capacity. By enabling project collaboration and accurate delivery for customers, the solutions help us to improve the overall customer experience.
Kim McCullough, Business Capability Leader Philips
With Certinia, we now have a fully automated snapshot of our customer portfolio. From the first opportunity through all states of a project, our operational processes are now more streamlined and visible at a portfolio level. It has also empowered our project teams with customer-contextualized information at their fingertips.
Lori Williams, SVP, Global Customer Success, Traction on Demand
By implementing Certinia, we now have the systems, processes, and data accuracy we need to accommodate new business growth.
Alex Calder, Head of Finance, United Services Group
Splunk was able to make a swift transition to remote delivery and re-engineer in real-time amidst the global COVID-19 crisis. While the shift required some short-term heavy lifting, we were quickly up and running smoothly in the new normal. This would not have been possible without the flexibility that Certinia and Salesforce provided.
Toni Pavlovich, Chief Customer Officer, Splunk
We don’t want a front office and a back office–we just want one office. Certinia will integrate all our operations and enable us to implement best practice across our organization. It was important to us that it be cloud-based, secure, and customer oriented. That’s the way our business works.
Brad Campbell, CFO, Novotech
