How to use Salesforce for services projects

Are you a services business trying to gain control of your projects? Having cross-organizational issues between project managers and their teams? You need two things: Salesforce and Certinia PSA.

Certinia Professional Services Automation (PSA) software is a cloud-based solution built on and native to Salesforce. It helps you manage your services projects from start to finish on Salesforce. By leveraging the power of Salesforce CRM to manage everything from your people, customers, projects, and financials, our PSA software provides online access to all of the project data related to your services projects.

Interested in learning more about Certinia PSA?

Transform your professional services business by utilizing the latest cloud technology and forward-thinking professional services software to increase revenue, improve resource management metrics and optimize project profitability.

Salesforce for Services Projects

A unified, cloud-based solution provides your organization the information it needs to use Salesforce for services projects. It also includes much needed real-time reporting and financial visibility and customization without the high prices of traditional methods.

  • Maintain a consistent view of all of your customers and resources throughout the entire organization
  • Blur the line between sales and services to get a view of projects at their early stages
  • Use system-wide tools to break down silos and work as one, unified team
  • Track utilization accurately and in real-time by Region, Practice, or Group
  • Calculate revenue recognition based on project or step completion

With access to information about your services projects anywhere, anytime, your service business is sure to scale at the next level. Certinia PSA works to simplify the management of services projects by bringing together all the project’s details so you’ll know exactly where your project stands at anytime.

Professional Services Automation Tour – Watch the video

Certinia Professional Services Automation (PSA), ranked #1 with G2, leverages the power of Salesforce CRM and the Salesforce Platform. Get an unparalleled view of your business across sales, service delivery, and finance. Keep projects on time, clients happy, and reports up to date—all on one integrated platform.