Ebook/Guide
Digital Transformation for High-Tech Companies with Services Teams
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Certinia will streamline your sales through delivery on the Salesforce platform. Join the 15+ Vista Equity Partners portfolio companies already leveraging Salesforce and Certinia.
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Professional services automation (PSA) describes the software for managing and automating the businesses processes surrounding delivery. By plugging directly into the Salesforce platform, Certinia PSA ties the front and back office together, enabling you to balance real-time resource demand against resource capacity, forecast capacity a year into the future, easily convert won opportunities into billable projects, and more.
With the only customer-centric ERP, Certinia helps businesses streamline, simplify, and automate financial operations on the Salesforce platform. By connecting Certinia ERP and PSA with Salesforce CRM, your business gets an end-to-end, 360° view of the business, leading to a single source of data for reporting and predictive analytics, more collaboration, and improved profitability for products and services.
Increase in utilization
Reduction in sales cycle
Project margin increase
Less attrition
Increase in revenue from new logos
Decrease in project time to staff
See how the software giant doubled project creation and powers every project around the globe with Certinia PSA.
See how Imprivata, a leader in healthcare IT security, easily manages global projects with Certinia amid rapid business growth.
See how Splunk is able to create an innovative services model and achieve a single source of truth for multiple stakeholders.
2020 PROFESSIONAL SERVICES MATURITY™ BENCHMARK REPORT