Manage Project Resources on Salesforce

Fast track your way to project success

If you’re a fast-growing business using a cloud-based platform like Salesforce for your CRM, then you’re already on the fast track to success. Today’s social evolution has taught us to think differently about how project managers and teams operate. Cloud-based project resource management tools are essential in order to efficiently aggregate and organize resource data across projects and efficiently manage them. These project resources can help optimize resource management that allows for rapid growth for your business.

Interested in learning more about Certinia PSA?

Certinia, a project resource management tool natively built on the Salesforce platform, is building applications to put your customers in the middle of project management. Our tools help you manage project resources, help your teams work more collaboratively, and provide the much needed value to your clients.

Great project managers excel at managing customer expectations and continuously communicating with them throughout the process, especially with the help of Salesforce. Certinia PSA provides a range of options to help you communicate and include your customer as part of the project.

Today’s servicez companies are dealing with projects larger and more complex than ever before. These companies need to be able to visualize the entire project from start to finish with detailed graphs and accurate, real-time data. Certinia can give you access to that.

Our app can break down project resources by region or project all while allowing a user to schedule those resources on the Salesforce platform. Get in touch with the best PSA and resource management tools today.

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.