formerly FinancialForce
formerly FinancialForce
Professional Services Automation
How do you keep your employees engaged, your customers happy, and your projects on time and on budget? By gaining unprecedented visibility and reporting across finance, sales, and services delivery—in a connected business.
Drive up to 32% higher profit for your services business
Discover 9 ways PSA drives profitable services delivery on Salesforce
Resource management
Deploy your resources with optimal efficiency. Schedule and manage the right people with the right skills for the right projects at the right time. Increase utilization rates, target margins, and customer satisfaction while avoiding staff burnout.
Sales engagement
Live the dream. Sales and services teams really can work together, with shared views of the opportunity pipeline, automated opportunity-to-project-creation, and reliable revenue and resource forecasts.
Project management
Projects on task. Budgets in line. Stakeholders informed. See what’s happening across your entire practice, including project status, resource demand, potential risks, customer and partner interactions, and more.
Project financials
Get real-time status of your projects’ financials—from bookings to backlogs, billings to budgets, revenue to rate realization. Then make swift adjustments without driving up admin costs.
Time & expenses
Empower services teams to submit time and expenses, track project status, and flag new opportunities—anytime, anywhere, from any device—so they stay productive and efficient no matter where their work takes them.
Forecasting
Make flexible revenue and billings projections for both current projects and new opportunities. Accurately forecast revenue through the entire customer lifecycle, and make informed decisions that drive growth.
We run our entire business on Salesforce and the Certinia PSA system. We run a global operating model with consistent offerings and capabilities that span the world. As we’ve grown, so has the complexity of our business, and we continue to innovate together so that we can leverage the insights on our business and really drive value for our customers at scale.
Lori Steele, EVP, Global Professional Services, Salesforce
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
We live and breathe Certinia PSA – it’s an extension of our brain. It allows us to be smart and continuously know and report on our projects.
Tammy Godin, Director, North America Professional Services, Imprivata
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.
