formerly FinancialForce
formerly FinancialForce
Services billing
Say good-bye to complex billing issues. Whether you deal in time and materials (T&M), subscription-based contracts, fixed-fee services, or a blend—all revenue and billing can be accommodated. You’re free to develop pricing and billing processes tailored to your customers’ needs.
Drive up to 32% higher profit
for your services business.
Discover 9 ways PSA drives profitable services delivery on Salesforce.
Billing
Meet current and future billing requirements across specialized and hybrid business models: subscription-based contracts, fixed-fee services, or individual products. Consolidate multiple invoices into one. Automate billing operations and taxation.
Automation
Automate and streamline processes across every aspect of your business from sales and delivery through billing and revenue recognition.
One platform
Instantly connect to Salesforce CRM and any app in the Certinia Services-as-a-Business platform. Connect billing data across all your apps and share one customer master record across all departments. Establish an end-to-end audit trail and make compliance a breeze.
One customer record
Now everyone has the information they need to manage the customer relationship. Analyze customer data at any stage, make informed decisions, and take actions that have impact.
Analytics
Get real-time dashboards, reports, list views, and tools tailored to provide exactly the information you need, powered by Salesforce CRM Analytics.
Services Billing
Meet all current and future billing requirements, no matter how specialized your business model is. Instantly connect to Salesforce CRM and establish one master customer record across the whole business, simplifying compliance and helping you grow with certainty.
Experience a new way of managing services billing and get real-time dashboards and tools tailored to provide you with the information you need, anytime and anywhere.