financialforce.comCertinia | Cloud ERP & PSA Software Built on Salesforce Platform

Certinia | Cloud ERP & PSA Software Built on Salesforce Platform Search… POPULAR LINKS Leadership Training Careers Customer Login Certinia Login Community Login Support Knowledge Base Product Documentation Case Management Support Services Contact Us Get Pricing formerly FinancialForce Why Certinia Why Certinia What is PSA Resource Center What is ERP Learning Center What is Cloud Accounting Why Certinia Everyone gets that CRM is essential. But today’s businesses also need a way to unify sellers with other key business functions, including professional services teams and traditionally back-office roles, such as accounting and finance. Products & Solutions SOLUTIONS BY Business Outcome BUSINESS OUTCOMES Improve Cash Flow Improve Cash Flow Certinia’s solutions can streamline your cash flow, giving you flexibility to invest in your organization and capitalize on business opportunities. Keep Projects Profitable Keep Projects Profitable With Certinia’s solutions, you can track a project’s path in real time and make course corrections that not only ensure, but optimize, profit margin. Optimize Employee Utilization Optimize Employee Utilization With Certinia’s solutions, you can better understand resourcing and skill needs based on your actual project pipeline, then forecast, plan, and manage your resources with certainty. Drive Employee Satisfaction Drive Employee Satisfaction With Certinia’s solutions, you can get the best out of your employees and consultants by keeping them fully engaged and focused on work they love to do. Drive Customer Satisfaction Drive Customer Satisfaction With Certinia as your single source of certainty, you can link all activities on a single platform, leading directly to higher customer satisfaction. PRODUCTS Professional Services Cloud PROFESSIONAL SERVICES CLOUD SOLUTIONS Services CPQ Services CPQ Seamlessly prepare compelling estimates that are both competitive and profitable. Transform estimates directly into resource requests and projects. Deliver against your company’s business goals and financial targets. Services Automation Services Automation Improve project profitability and resource utilization with Certinia’s professional services automation solution. Keep projects on time, customers happy, and reports updated–all on the leading business cloud platform from Salesforce. Resource Management Resource Management Optimize the deployment of your most valuable asset–your people–and enjoy strong resource utilization rates, employee satisfaction rates, and customer success rates. Understand your resourcing and skill needs based on your actual pipeline and backlog. Services Billing Services Billing Say goodbye to complex billing issues. Whether you deal in time and materials (T&M), subscription-based contracts, fixed-fee services, or a blend of these, you’re free to develop pricing and billing models tailored to your customers’ needs. Services Revenue Management Services Revenue Management Reduce revenue leakage and automate revenue recognition. With a single database, automated processes, and powerful forecasting tools, ensure that nothing falls through the cracks. Services Analytics Services Analytics Run a more predictable and efficient services business, tackle your most pressing challenges with certainty, and exceed customer expectations with purpose-built analytics that understand the business of services. Services Communities Services Communities Services teams that can best collaborate and communicate with partners and customers perform better. Share project-related information and status updates, capture time and expenses in one place, and keep everyone in the loop. ERP Cloud ERP CLOUD SOLUTIONS Accounting & Financial Reporting Accounting & Financial Reporting Easily manage your global operations with best-in-class accounting. With comprehensive financial reporting, automated billing, built-in audit trails, and personalized workspaces, you can unify your business on the Salesforce platform. Subscription & Usage Billing Subscription & Usage Billing Embrace new business models with confidence. Create a single source of certainty for even the most complex customer relationships while boosting accuracy and efficiency with the best subscription billing software for Salesforce. Revenue Management Revenue Management Centralize revenue streams in a single revenue recognition and forecasting solution. Stay compliant with ASC 606 and IFRS 15 standards, automate calculations, and reduce period-end close for a complete picture of your revenue. Financial Planning & Analysis Financial Planning & Analysis Accelerate your planning cycles with core financials and analytics coming from a single platform. Build more dynamic, accurate plans, stress-test scenarios, and better anticipate how much to spend and where. Procurement Procurement Get visibility and control over the entire procure-to-pay process for both indirect and direct spend. Automate approval workflows, minimize costs, and prevent contract leakage while enforcing spend controls all on the Salesforce platform. Order & Inventory Management Order & Inventory Management Simplify and optimize the entire order-to-fulfillment process on Salesforce for both goods and services. Know your inventory, what you can sell, what’s out for delivery, and how to make it all profitable. ERP Analytics ERP Analytics Increase revenue and grow your business with insightful analytics powered by Salesforce. Use pre-built dashboards and fine-tuned data to keep your operations running lean, consistent, and predictive. ERP Communities ERP Communities Improve the efficiency of collections staff and reduce DSO with a self-service billing and payments community personalized for your customers. Empower them to manage their own accounts online and use built-in social tools for quick and easy communication. Customer Success Cloud CUSTOMER SUCCESS CLOUD SOLUTIONS Customer Engagement Customer Engagement Put all the customer intelligence you have to good use. The Customer Success Cloud delivers a complete view of every customer’s journey and unlocks actionable insights into customer engagement. Success Playbooks Success Playbooks Capture your customer success best practices with built-in success playbooks. Know exactly what actions to take to maintain positive momentum. Stakeholder Engagement Stakeholder Engagement Customer success is a team effort. Identify and align the right people across multiple departments to collaborate on customer success activities end-to-end. Certinia AI CERTINIA AI SOLUTIONS Cash Flow Forecast Cash Flow Forecast The Cash Flow Forecast solution leverages AI, distributed analytics and machine learning to identify each customer’s payment trends and predict their days-to-pay. Schedule Optimization Schedule Optimization Schedule Optimization uses distributed analytics and ML models to identify possible project bottlenecks and roadblocks. Margin Optimization Margin Optimization Margin Optimization is an early warning system that uses historical data and AI models to alert project managers of risks to planned margins and makes recommendation for how to mitigate risks and optimize percentage margin value. View All Products Customers CUSTOMER SUCCESS Customer stories Community CUSTOMER SUPPORT Support Services Implementation Services Integrations Training Certifications Success Plans Customers Certinia customers come in all sizes, from mid-size services firms to global titans. But they all share a clear focus on their customer’s success and a commitment to business agility. Partners PARTNERS Salesforce Alliance Consulting Partners ReadyApp Partners PARTNER PROGRAMS Partner Program Register a Lead Partners Customer needs can be complex. To meet these needs, Certinia works with a thriving ecosystem of partners that complement our solutions. Grow your company alongside the complete, modern Services-as-a-Business platform. About About Certinia Meet Certinia News Center Leadership Blog Careers...