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.