formerly FinancialForce
formerly FinancialForce
Professional services, customer success, and ERP solutions
Here’s 10 reasons to have a single digital platform for growth
The time to become a nimble customer-centric organization is now
Compliance & Audit
All your apps living on one platform means you have a single source of certainty. Compliance and audits are a breeze with automated audit trails, documentation and associated conversations. See what’s happening with any customer from one central location.
Security & Trust
Security is the foundation of customer trust. Protect your data and apps with the industry’s highest security, privacy, and operational reliability standards. Stay ahead of threats with regular, comprehensive privacy and security assessments.
Approval engine
Put a stop to customer delays and missed compliance standards. Give your employees a single shared approval engine to make guidelines clear and compliance automatic. Our automated approval logs and audit trails simplify service innovation.
Actionable social feed
Get social to break down the walls between departments. Chatter is an instant news feed for teams that lets employees share info, ask questions, update each other, and quicken response times. Perform actions without ever leaving your business feed.
Mobile
Service is mobile with the Certinia mobile app. Stay connected to your customers. Act on your business data and communicate with coworkers and clients with secure access to CRM, ERP, PSA, and customer app data at the office, home, or on the go.
Reporting & Analytics
“Clicks not code” configuration makes standard and customized reporting simple. Deliver sales, services, finance, and custom app data in a single system customizable for each employee. Now, personalized dashboards, ad hoc reporting and trend analysis are for everyone.
In-house development platform
Link custom data to get a 360º view of your customers, employees and service interactions. The Salesforce platform makes simple work of moving custom app data to your cloud database. Connect CRM, PSA, ERP, and Customer Success apps for improved reporting and analytics.
Modern lightning experience (LEX)
Amplify your teams’ service skills with the speed, flexibility, and familiar usability of the Salesforce Lightning Experience. Our modern experience will help you be more productive, optimize operations, and build and deliver innovation faster.
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.
We run our entire business on Salesforce and the Certinia PSA system. We run a global operating model with consistent offerings and capabilities that span the world. As we’ve grown, so has the complexity of our business, and we continue to innovate together so that we can leverage the insights on our business and really drive value for our customers at scale.
Lori Steele, EVP, Global Professional Services, Salesforce
The Certinia partnership and platform allows us to effectively manage and grow our solution business, by focusing on project profitability, labor, variance, utilization, and capacity. By enabling project collaboration and accurate delivery for customers, the solutions help us to improve the overall customer experience.
Kim McCullough, Lead IT Business Partner, North America, Philips
Certinia are not only a software vendor but a strategic partner for HPE. I need a vendor that can engage from ideation to concept to design to push the boundaries of needs and differentiate experiences for our customer, employees and partners. Certinia is key to providing thought leadership for me to design for tomorrow, not for today.
Adam Jones, Strategist, HPE Pointnext Services Delivery
We live and breathe Certinia PSA – it’s an extension of our brain. It allows us to be smart and continuously know and report on our projects.
Tammy Godin, Director, North America Professional Services, Imprivata
