formerly FinancialForce
formerly FinancialForce
Is your business set up for success?
Business Transformation Forum:
Thursday 21st September
The Queens Hotel, Leeds
Easily manage your global operations with best-in-class accounting
Product Demo:
Financial Management
Wednesday 27th September
Optimize resource utilization by managing your customers, teams, and projects in a single application.
Improve customer satisfaction and retention with a scalable approach to orchestrating success.
Services automation
Give customers a seamless experience of sales and service delivery on the Salesforce Platform. Certinia improves services estimating, delivery, profitability, and satisfaction.
Accounting & finance
Simplified customer billing untangles the knots in revenue recognition. Certinia cloud accounting and financial reporting gives you complete control of spend.
Analytics & insights
Target, track and optimize core services and business processes. Integrate financial metrics, such as utilization, margin, revenue and productivity, with service delivery KPIs to achieve continuous innovation.
Customer & partner portals
Deliver excellent customer experiences, swiftly answer project questions, and provide real-time updates through customer and partner portals that turn your services delivery into an authentic conversation.
A single source of certainty
Certinia is native to Salesforce, sharing the same customer record, user experience, and industry leading analytics with the world’s most trusted cloud business platform. Give your teams the ability to collaborate in real-time across your entire services business and deliver truly differentiated customer outcomes.
With workflow efficiencies, automation opportunities, and integrated data driving business decisions, Certinia does not feel like additional cost but more like a cost-saving exercise for our organization.
Dan Paget, Chief Solutions Officer
Certinia’s PSA software allows me to take a step back and see everything that’s running—assignments, projects—and look at the bigger picture. It allows me to look at what could happen. My COO and talent acquisition teams love that.
Rachel Manigault, PSA Product Owner
We knew the best solution for migrating RDG to the cloud with seamless integration to Salesforce was Certinia. That’s why we recently chose Certinia for our own accounting needs as well.
Adrian Hepworth, Chief Architect
