Cloud Service Management

Manage people, resources and projects with cloud service management

Professional services and finance teams have almost never been on the same page, often resulting in the need for separate systems on separate technology platforms. Obtaining complete visibility into your business across services delivery, sales and finance is often a challenge. Supercharge your services business with anywhere, anytime cloud applications; manage your customers, people, projects and financials in a single integrated services management application with Certinia.

Interested in learning more about Certinia PSA?

Certinia eliminates the technical barrier by putting services, sales, and finance on one cloud platform – the Salesforce platform.

Offering seamless connectivity between Salesforce CRM and the finance department, Certinia offers an unprecedented 360° view of the customer journey.

Certinia PSA simplifies the business of services and brings all the business details together to help you know where your project financials, people and resources stand at any time.

With cloud service management from Certinia, you can:

  • Maintain a single view of customers across your entire organization
  • Leverage system-wide tools to break down silos and work as one team
  • Administer, customize and tailor the application yourself or with a partner
  • Get any time access to any data while staying in control with field level, and role based security
  • Track utilization accurately and in real-time with roll-ups by Region, Practice, or Group
  • Manage projects to maximize profit
  • Track bid to bill to see billing and invoicing status at all times
  • Roll up financial project hierarchies to track financials for related projects

Certinia empowers you to take your services business to the next level. To learn more, schedule your demo 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.