How Certinia PSA Works

Is your company grappling with challenges between resources, project managers, and teams across various business departments? Are you eager to regain control over your projects? Look no further than Certinia Professional Services Automation (PSA)–the most effective services business software designed to streamline operations across your entire enterprise.

Certinia PSA, strategically built on the Salesforce platform, empowers your business to seamlessly manage service projects on a unified, cloud-based platform. Whether you aim to break down silos, foster collaboration, or enhance visibility between sales and services, Certinia PSA has you covered.

Is failing to consolidate cloud systems impacting your bottom line?

An integrated PSA results in 27% higher project revenues.

Key Features of Certinia PSA:

  1. Resource Management: Effectively allocate and manage resources for optimized project performance.
  2. Mobility and Collaboration: Enhance flexibility and collaboration within your teams, ensuring streamlined communication and efficient project execution.
  3. Project Financials: Gain comprehensive insights into project financials, ensuring transparency and informed decision-making.
  4. Sales Engagement: Foster collaboration between sales and services for a holistic business approach.
  5. Forecasting: Utilize powerful forecasting tools to anticipate and navigate future project requirements.

Certinia Professional Services (PS) Cloud, recognized as the top choice by G2, harnesses the robust capabilities of Salesforce CRM and the Salesforce Platform. Experience an unparalleled view of your business, spanning sales, service delivery, and finance–all consolidated on one integrated platform. Keep projects on track, clients satisfied, and reports up-to-date with Certinia PSA.

Elevate your project management efficiency with Certinia PSA, your trusted partner in navigating the complexities of professional services automation.

See how Certinia solutions transform and optimize operations.