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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.

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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.

Categories

Business Needs
Enterprise Resource Planning
Project Management
Industries
Financial Services
High Tech
Professional Services
Personas
Business Operations Manager
Consultant
Service Agent / Supervisor
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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