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Certinia Professional Services Cloud

Stay competitive and drive efficiency with Salesforce-native PSA solution

Overview

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.

See How Certinia Professional Services Cloud Works

ROLE-BASED WORKSPACES Your daily one-stop shop to manage everything related to projects and resources.
UNLOCK CUSTOMER INSIGHTS Get a consolidated view of every metric surrounding your customer–across every engagement and revenue stream.
POWERFUL REVENUE FORECASTING & ANALYTICS Get more predictability and control across the business, supporting T&M, Fixed Fee, & % complete methods.
VALUABLE REPORTING Gain strong analytics and reporting using Salesforce Tableau Einstein, Einstein Discovery & Agentforce.
SALES & SERVICES ALIGNED Get the tools and visibility needed to build the right deals and deliver as promised.
NEXT-GEN GANTT Showing downstream impacts upfront keeps teams efficient, customer needs met.
SEAMLESS INTEGRATIONS Integrates with Jira & Concur

PROJECT MANAGEMENT NATIVE TO SALESFORCE Schedule the right people on the right projects at the right time. Edit schedules with a click and see how you need to drive recruitment. Slack integration streamlines communication and time/expense approvals. FULL VIEW OF PROJECT FINANCIAL HEALTH Comprehensive financial views with risk notifications enable swift adjustments prior to customer impact. STREAMLINE THE COMPLETE SERVICES LIFECYCLE Automate and streamline processes across every aspect of your services business from sales, through delivery, billing, renewal, and revenue recognition. FORECASTING, REPORTING, & ANALYTICS Get the data you need, see the future, and plan with confidence across actuals, Expenses, scheduled assignments, milestones, resource requests, Backlog, & more. BUILT-IN COMMUNITIES Share and submit all project information – documents, billing, planners, etc. - with clients and partners in real-time. Everyone stays in the loop. WHY SYSADMINS LOVE IT It's native to the platform! Get clicks not code customization and integration, one toolset to master, unified data set, and the same processes, workflow, and security you have come to love.