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What is SAASTEPS?

Salesforce offers its customers enhanced optimization features through fully Native and Lightning-managed packages that are straightforward to implement and utilize immediately. By engaging closely with our clients, we facilitate smart decisions in software and processes that drive revenue enhancement. Establishing open lines of communication is key to fostering robust relationships, and this foundation is where our journey begins and evolves. Users can seamlessly integrate with existing solutions through a pre-configured connector; all it takes is entering your login details to establish a connection. With just one click, users can manage pro-rate adjustments and co-terms effortlessly. Additionally, teams can work together effectively to handle the sales of upcoming renewals. The platform ensures competitive pricing and profitability while delivering an excellent user experience that is quick, precise, and user-friendly. Moreover, Salesforce empowers businesses to process payments from anywhere across the globe, enhancing operational flexibility and customer reach. This comprehensive approach solidifies Salesforce's commitment to enabling growth and success for its clients.

What is Certinia Financial Management Cloud?

Certinia Financial Management Cloud is a Salesforce-native financial management platform designed for services businesses that need tighter alignment between delivery and finance. The platform connects front-office and back-office operations so billing, revenue, forecasting, cash flow, margins, and financial reporting reflect real project and delivery data. Certinia helps organizations avoid disconnected systems, delayed reconciliations, and financial guesswork by creating one connected system of record. Teams can use the platform to protect margins by identifying erosion while work is still in progress rather than explaining it after a project closes. Certinia helps accelerate cash flow by improving the path from completed work to accurate billing and collected revenue. It also helps eliminate revenue leakage by closing gaps between what was sold, what was delivered, what was invoiced, and what was recognized. Financial and operational data stay connected in real time, helping leaders forecast with more confidence and make decisions without waiting for manual reconciliation cycles. Certinia Financial Management Cloud supports subscription billing, usage billing, month-end reporting, AI enablement, service delivery visibility, and financial controls for the services economy. The platform is used by organizations across consulting, advisory, IT services, software, IT hardware, tax, audit, and other service-based industries. Its Salesforce-native foundation helps companies connect customer, project, service, and finance workflows in a familiar ecosystem. By combining financial management, delivery visibility, billing, revenue recognition, cash flow tracking, margin protection, forecasting, AI-enabled insights, and Salesforce-native operations, Certinia Financial Management Cloud helps services businesses run with greater precision and profitability.

Media

Media

Integrations Supported

Salesforce
Authorize.Net
Avalara
Cybersource
QuickBooks Online
Sage Intacct

Integrations Supported

Salesforce
AvidXchange
Certinia Professional Services Cloud
Metazoa Monarch
Own Data
Peaka
Tipalti

API Availability

API Availability

Pricing Information

$35 per month
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

SAASTEPS

Date Founded

2017

Company Location

United States

Company Website

www.saasteps.com

Company Facts

Organization Name

Certinia

Date Founded

2009

Company Location

United States

Company Website

www.certinia.com/solutions/financial-management-cloud/

Categories and Features

B2B eCommerce

Not specified

Billing and Invoicing

Not specified

eCommerce

Not specified

Order Management

Not specified

Order-to-Cash

Not specified

Revenue Management

Not specified

Categories and Features

ERP

Not specified

Financial Management

Not specified

General Ledger

Not specified

Inventory Management

Not specified

Order Management

Not specified

Procurement

Not specified

Revenue Management

Not specified

Revenue Recognition

Not specified

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