Services Analytics

Leverage intelligent, predictive, and actionable insights

Run a more predictable and efficient services business, tackle your most pressing challenges with confidence, and exceed customer expectations with real-time insights from a unified dataset.

Drive up to 32% higher profit
for your services business.

Discover 9 ways PSA drives profitable services delivery on Salesforce.

Spot customer opportunities and track project trends in real time

Discover a powerful analytics and business intelligence solution, built native to Salesforce, that turns valuable data into meaningful, actionable insights. Keep your operations running lean, consistent, and predictive—all centered around your customer needs.

Data-driven decisions

Achieve an instant, global view across every aspect of your services business—from billings and backlog to utilization and KPIs. Get the data you need to optimize resource planning and enhance project profitability.

Spot-on revenue forecasts

Get unmatched visibility into every dollar recognized and dollar planned. Make critical decisions in an informed and predictable manner.

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Smart capacity planning

Better understand all aspects of resource supply and demand across projects and opportunities. Predict needs and identify skill gaps, inform hiring decisions, and automate manual processes to optimize utilization and increase billing rates.

Powerful backlog visibility

Build staffing models geared to drive higher margins, quicker delivery, and greater customer satisfaction.

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Predictive project management

Leverage the predictive capabilities of CRM Analytics to monitor and anticipate project performance and limit project overruns.

Stay competitive and drive efficiency
with Salesforce-native PSA

A single source of certainty

Certinia is native to Salesforce–sharing the same customer record, user experience, and industry leading analytics as the world’s most trusted cloud business platform. Empower your teams with real-time collaboration across your entire services business and deliver truly differentiated customer experiences.

See the impact of Services Analytics on our customers

Learn how a top human resources software and services organization leveraged 360° visibility with Salesforce-native professional services analytics to gain real-time insights into the customer lifecycle and drive global team efficiency.

Learn how a high-growth consulting services firm leveraged Certinia Services Analytics to achieve 89% time savings and real-time project reporting.

Learn how an industry-leading intelligent content solutions provider leveraged Certinia Professional Services Cloud Analytics to centralize project and customer data, driving project visibility.