formerly FinancialForce
formerly FinancialForce
Professional Services Cloud
With Professional Services Cloud from Certinia, you can manage your resources, projects, and financials in the same application as your customer interactions—to improve your enterprise margin and growth.
Drive up to 32% higher profit
for your services business.
Discover 9 ways PSA drives profitable services delivery on Salesforce.
Manage services, projects, financials, and customers—all in one powerful app. Keep projects on time, employees engaged, customers happy, and reports up to date with Certinia Professional Services Cloud.
Professional Services Automation
Put your customer at the center of everything you do. And gain unprecedented visibility into your services estimating, staffing, delivery, and finance.
Manage your resources, projects, and financials in the same application as your customer interactions—to improve your enterprise margin and revenue growth.
Resource Management
Staff projects faster based on skills fit and ratings early in an opportunity to decrease time to kick-off and increase customer satisfaction. Align resources to customer demand and understand capacity to deliver—to do the double duty of steadying utilization for your resources and optimizing utilization to drive project profitability.
Services Billing
Say goodbye to complex billing issues. Develop pricing and billing processes tailored to customer needs—not system constraints—whether you invoice based on usage, subscriptions, fixed fees, or a blend. Stay compliant with automated recognition rules.
Services Revenue Management
Eliminate project delays, lost revenue, and margin erosion. How? With one connected process, automated revenue calculations and schedules, and comprehensive forecasting tools.
Services Analytics
Gain insights that optimize resource planning and drive margin. Predict project performance, deliver spot-on revenue forecasts, and exceed customer expectations and growth plans.
Services Communities
Elevate your interactions with customers and partners. Share project information, staffing, scheduling, tasks, and status, and accelerate CX with collaborative Chatter.
Services Estimator
Quickly assemble all the information you need to craft quality estimates for your customers. Automate the entire estimate process, from quote to resource planning to delivery—to win more, better business.
Certinia AI is changing how global enterprises address the challenge of adopting AI into their finance and professional services operations. By leveraging curated datasets and closed-loop AI models, Certinia AI enables business leaders to unlock hidden insights, predict trends, and make informed decisions.
A single source of certainty
Certinia is native to Salesforce–sharing the same customer record, user experience, and industry leading analytics as the world’s most trusted cloud business platform. Empower your teams with real-time collaboration across your entire services business and deliver truly differentiated customer experiences.
Learn how two US-based companies leveraged the Salesforce advantage with Certinia Professional Services Cloud to increase utilization, boost productivity, reduce revenue leakage, automate billing, and enhance customer satisfaction.
Learn how two EMEA-based companies leveraged Certinia Professional Services Cloud to streamline their administrative processes and capture untapped growth potential.
Learn how two APAC-based companies leveraged Certinia Professional Services Cloud to elevate their resource management capabilities.
With Certinia solutions, we can ensure all consulting-related information seamlessly flows from sales to services to invoicing, paving the way for our continued growth. We now have one source of truth, faster invoicing and faster month-end closes.”
Monica Engelhardt, CFO, Clearsulting
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, Operations
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, Lead IT Business Partner, North America, Philips
Certinia are not only a software vendor but a strategic partner for HPE. I need a vendor that can engage from ideation to concept to design to push the boundaries of needs and differentiate experiences for our customer, employees and partners. Certinia is key to providing thought leadership for me to design for tomorrow, not for today.
Adam Jones, Strategist, HPE Pointnext Services Delivery
