Professional services automation
Gain unprecedented visibility into your business across sales, services delivery, and finance with Professional Services Automation software. Keep projects on time, employees engaged, customers happy, and reports up to date with a single source of certainty.
The Art of Resource Management
A guide to smarter resource planning in an ever-changing world
Professional Services Cloud ROI Calculator
How can PSA help to improve your annual revenue?
With Certinia Professional Services Automation software, you can easily manage teams across your entire organization. Schedule the right people, with the right skills, for the right projects at the right time, and optimize the deployment of your people.
Certinia Professional Services Automation software helps sales and services teams work together through shared views of the opportunity pipeline, automated opportunity to project creation, and trustworthy revenue and resource forecasts based on a complete picture of your business.
Powerful and collaborative, Certinia Professional Services Automation software keeps projects on task, budgets in line, and all stakeholders informed. See what’s happening across your entire service practice, including project status, resource demand, customer interactions, risks, and more.
Access comprehensive project-related financials anytime with Professional Services Automation software – including revenue, bookings, backlog, billing, budgets, and rate realization – and quickly make adjustments as needed without driving up administrative costs.
One platform, one truth
Certinia gives you a complete, customer-centric view of your business on the world’s #1 cloud platform from Salesforce. With a single customer account record, you get a trusted source of truth to help you streamline your operations and put your customers at the center of everything you do.