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What is evergreen?

Evergreen is an advanced cloud platform that caters to a diverse array of professional services, such as architecture, engineering, and construction (AEC), accounting, marketing, legal services, and consulting. It is constructed on the foundations of Microsoft Dynamics 365, Microsoft 365, and Microsoft Azure, functioning as both a processing and transactional engine to facilitate essential professional service operations like project management, time tracking, scheduling, onboarding, and invoicing. Offering more capabilities than traditional ERP or Professional Services Automation (PSA) systems, Evergreen enhances both productivity and profitability through effective management of projects, finances, and resources. As a genuinely cloud-based solution, it provides users with the autonomy to oversee their cloud environment, data, and associated costs. Moreover, it allows for customization and seamless integration with additional services. The sa.go! component delivers immediate value via a reliable architecture, well-defined processes, pre-built data models, reporting packs, advisory hours, and managed services. All of these features are conveniently bundled into a per-user, per-month subscription pricing model, enabling businesses to effortlessly scale their systems in line with growth. This flexibility makes Evergreen an appealing choice for organizations looking to optimize their professional service operations.

What is Certinia Professional Services Cloud?

Certinia Professional Services Cloud is an AI-powered professional services automation platform designed to help services businesses run on intelligence instead of intuition. Built natively on Salesforce, the platform connects how organizations sell, staff, deliver, bill, renew, and manage financials from one continuous system of record. Certinia PS Cloud helps teams move from pipeline to profit without the gaps that often appear between sales, delivery, resourcing, and finance. The platform supports services estimation, resource management, project management, services billing, and services financials. Veda AI adds intelligence across the services lifecycle by helping teams estimate work, staff projects, automate delivery tasks, capture time, generate reports, and act on real operational data. Estimation capabilities help teams scope work, generate estimates using historical data, and build quotes faster. Resource management helps match the right skills to the right work, reduce staffing delays, improve utilization, and avoid bottlenecks. Project management capabilities support delivery execution, status updates, reporting, and visibility into project health. Services billing and financials help organizations simplify complex billing cycles, protect margins, reduce revenue leakage, and understand financial health in real time. Certinia PS Cloud is built for consulting, advisory, IT services, software, IT hardware, tax, audit, and other services-driven organizations that need connected delivery and financial operations. By combining Salesforce-native PSA, Veda AI, estimation, staffing, project delivery, billing, financials, forecasting, and lifecycle visibility, Certinia PS Cloud helps services businesses improve efficiency, profitability, and customer outcomes.

Media

Media

Integrations Supported

Certinia Financial Management Cloud
Expensify
Microsoft Azure
Microsoft Dynamics 365
Rootstock Cloud ERP
Salesforce
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Workato
XCD HR and Payroll

Integrations Supported

Certinia Financial Management Cloud
Expensify
Microsoft Azure
Microsoft Dynamics 365
Rootstock Cloud ERP
Salesforce
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Workato
XCD HR and Payroll

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

sa.global

Date Founded

1990

Company Location

United States

Company Website

sa.global/int/business-solutions/microsoft-dynamics-365/industry-solutions/evergreen.html

Company Facts

Organization Name

Certinia

Date Founded

2009

Company Location

United States

Company Website

www.certinia.com/solutions/professional-services-cloud/

Categories and Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Categories and Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

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