Best Practices For Professional Services Companies

Best Practices For Professional Services Companies with Certinia

If you’re the leader of a professional services organization, wouldn’t you love to know how your company stacks up against industry metrics? Is your services company in need of an innovative set of organizational tools to help optimize and streamline your business focused on people, project, task and client management?

When you choose Certinia as your PSA you are securing access to best practices for professional services companies. The best practices are divided into three categories: Adopt, Manage and Measure. A goal and test for each category has been identified to help group the best practices. When you choose Certinia PSA, you will integrate seamlessly into the Salesforce platform and have access to these tools instantly:

  • Adopt –Implement at least 1 approval process for every timecard and expense report
  • Manage –Elicit estimated time to completion (ETC) regularly from project resources and calculate the variance to the plan
  • Measure –Track trends in goodwill to understand if customer non-billable budgets are being correctly managed

For more information download the PSA datasheet or watch the video now!

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.