formerly FinancialForce
formerly FinancialForce
Professional Services Cloud
With Professional Services Cloud from Certinia, you can manage your resources, projects, and financials in the same application as your customer interactions—to improve your enterprise margin and growth.
Take your resource management strategy to new levels of efficiency
Achieve actionable, real-world, bottom-line business benefits
Professional Services Automation
Put your customer at the center of everything you do. And gain unprecedented visibility into your services estimating, staffing, delivery, and finance.
Resource Management
Staff projects faster based on skills fit and ratings, early in an opportunity to decrease time to kick-off and increase customer satisfaction. Align resources to customer demand and understand capacity to deliver—to do the double duty of steadying utilization for your resources and optimizing utilization to drive project profitability.
Services Billing
Say good-bye to complex billing issues. Develop pricing and billing processes tailored to customer needs—not system constraints—whether you invoice based on usage, subscriptions, fixed fees, or a blend. Stay compliant with automated recognition rules.
Services Revenue Management
Eliminate project delays, lost revenue, and margin erosion. How? With one connected process, automated revenue calculations and schedules, and comprehensive forecasting tools.
Services Analytics
Gain insights that optimize resource planning and drive margin. Predict project performance, deliver spot-on revenue forecasts, and exceed customer expectations and growth plans.
Services CPQ
Quickly assemble all the information you need to craft quality estimates for your customers. Automate the entire estimate process, from quote to resource planning to delivery—to win more, better business.
Services Communities
Elevate your interactions with customers and partners. Share project information, staffing, scheduling, tasks, and status, and accelerate CX with collaborative Chatter.
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
It is important for us as a growing business to have Certinia. There are plenty of applications we’ve outgrown but Certinia continues to be the backbone of our services.
Thom O’Connor, VP of Services, Elastic
Splunk was able to make a swift transition to remote delivery and re-engineer in real-time amidst the global COVID-19 crisis. While the shift required some short-term heavy lifting, we were quickly up and running smoothly in the new normal. This would not have been possible without the flexibility that Certinia and Salesforce provided.
Toni Pavlovich, Chief Customer Officer, Splunk
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
