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Certinia Services Analytics

Run a predictable and efficient services business from a unified dataset

Overview

A powerful analytics and business intelligence solution, built native to Salesforce, that turns valuable data into meaningful, actionable insights. Keep operations running lean, consistent, and predictive—all centered around your customer needs.

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See How Certinia Services Analytics Works

  • BILLINGS FORECASTING Get unmatched visibility into every dollar recognized and planned, and make critical decisions in an informed and predictable manner. View your forecast at any point throughout the year to get up-to-date actuals and assignments.

  • BACKLOG VISIBILITY Build staffing models geared to drive higher margins, quicker delivery, and customer satisfaction. Personalize dashboards by customer, region, practice, and group, ranging from a single project to entire portfolio.

  • SMART CAPACITY PLANNING View and better understand all aspects of a resource schedule—project time, PTO, non-billable time, backlog—predict needs and optimize staffing. Automate repeatable processes and boost utilization and billing rates.

INTELLIGENT, PREDICTIVE, & ACTIONABLE INSIGHTS Your business has captured more structured and unstructured data about your customers and financial trends than any human, spreadsheet, or traditional analytics tool could realistically process. Turn that valuable data into action with Certinia Analytics & Reporting. Run a more predictable, efficient business and exceed customer expectations. CUSTOMER INSIGHTS Get rich analytics on patterns of customer behavior, sentiment, and product usage data. Know exactly which customers are likely to renew and upgrade, and which ones need proactive outreach to prevent customer churn. ANALYTICS FROM OPP TO RENEWAL Crunch millions of transactions in seconds and generate comprehensive business insights based on sales, orders, service delivery, and financial data across the entire customer lifecycle. MILESTONE MANAGEMENT Use a scenario-based approach, applying the appropriate delivery curves and weighting system for true outcomes, to track critical milestones and corresponding business impact. EXTENSION OF CERTINIA PSA Optimize resource planning and project profitability with analytics powered by Einstein.

Categories

Business Needs
Analytics
Industries
Horizontal Product
Personas
Business Operations Manager
Data Analyst
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Multiple Currencies
Managed Package

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