formerly FinancialForce
formerly FinancialForce
Is your business looking for software that can better organize and keep track of all your projects? Looking to integrate your cloud-based CRM with an innovative Professional Services Automation software?
The social revolution has inspired us to think differently about how project teams operate. Certinia is building project management software solutions that put the customer at the center of the project – to help your teams work more collaboratively, more efficiently and, in the end, provide more value to your clients. That project management software is built within Certinia Professional Services Automation (PSA).
Is your company exploring PSA for project management?
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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.
Great project managers excel at managing customer expectations and communicating with them throughout the process. They also keep close oversight on client tasks that are critical to the project. Certinia PSA provides a range of options to help you communicate with your customers and include them as part of the project, ranging from a customer and partner community/portal, automated status reporting, and social tools built-in (e.g. Chatter).
The right project management software should not lock you into a project straightjacket and require any of your teams to conform to projects in the system. Certinia PSA projects can be configured to the field level on what shows, what is read/write, and can also be set to the profile level to create unique project views based on departments or individuals.
Project and resource planners should provide a powerful cross company view into all your projects and resources. With Certinia PSA, you get the complete project picture and can make the most informed decisions on how and where to interchange or concentrate resources across multiple projects.
In addition to Certinia PSA’s robust resource planning, the project task management provides the detail needed for project managers and teams. You can leverage the robust next-gen Gantt view of project tasks and their dependencies to better manage the details of your projects. Project managers can have the tools they need to run your entire services team on the same platform.
It’s hard to get project teams to work together when information is stowed away in different systems. Efficient collaboration begins by storing information on accounts, project plans, resource schedules and customer communications in a single place. Otherwise your team will resort to email and spreadsheets to keep a project together. With Certinia PSA you can work together online at every step of the project.