Certinia – Services Resource Planning



If your Services business is still using legacy on-premise ERP systems, you’re likely to be suffering with two major problems. First, they were built before the cloud was developed using old technology, so they are often very complex, difficult and costly to maintain. Second, they were originally designed for product-centric manufacturing companies, so they don’t fit the needs of a customer-centric Services business that needs to be flexible, agile and able to rapidly respond to changing customer needs.

What you need is a modern digital services resource planning, or SRP solution, that brings your front-to-back office together with one set of seamless business processes across the company; one that’s able to bring all of your customer, operation, and finance data together in one place, offering you a 360 degree view of your entire business.

You’re probably already using Salesforce to manage your marketing, sales and customer opportunities, and you maya be using it to manage all o your service case and field service work orders as well. Certinia SRP seamlessly fills the gaps and provides a complete solution across the entire opportunity to cash process. The Professional Service Cloud enables your service delivery teams to effectively schedule resources, manage projects, plan tasks, and track progress. The ERP Cloud provides all of the traditional financial accounting tools, but also includes applications designed specifically for a Services company, such as billing, subscriptions management, revenue recognition, as well as ordering, procurement, and inventory. These are all complemented by analytics and dashboards that enhance management information, and community collaboration tools that increase engagement with customers and partners.

Salesforce and Certinia combine to form the best and most complete solution to underpin your Services business, enabling you to optimize your resource utilization, reduce revenue leakage, improve business predictability and provide a platform for profitable growth.

To learn how Certinia’s SRP can add value to your company, please contact us.