Certinia PS Cloud Integrations

Salesforce enables sales teams to maximize their productivity and achieve their goals more effectively. As the premier CRM solution worldwide, Salesforce transcends basic capabilities. It provides teams with vital resources aimed at broadening their client bases, uncovering new opportunities, and closing deals rapidly from virtually anywhere. The platform features an impressive selection of tools, including contact management, opportunity tracking, lead oversight, email integration, report generation, sales forecasting, and file synchronization and sharing, to name just a few. This allows you to invest less time navigating through spreadsheets and more time concentrating on your core business activities. Without the need for any extra hardware or software, our intuitive setup guide empowers you to streamline sales workflows and resolve customer inquiries in just a few minutes. By connecting data across sales, service, and marketing, you can deliver seamless and tailored experiences to your customers. This holistic view of each client encompasses their accounts, interaction history, and connections. Additionally, incorporating social data can significantly enhance your understanding of customer behaviors and preferences, providing you with a competitive edge in the market. Ultimately, Salesforce not only boosts sales efficiency but also fosters stronger customer relationships through insightful data analytics.

Manage your expenses, settle bills, and create invoices seamlessly. Easily receive payments, organize trips, and oversee company credit cards, all within a single application designed for comprehensive pre-accounting tasks. Expense Management – Utilize SmartScan to capture receipt images for effortless expense reporting, approvals, next-day reimbursements, and seamless integration with your accounting software. Expensify Card – Experience the ultimate business card that simplifies expense reporting and streamlines the reconciliation process for corporate cards. Bill Pay – Forward your vendor invoices to Expensify for hassle-free tracking and approval automation. Invoices – Effortlessly generate and dispatch invoices while collecting payments and ensuring synchronization with your accounting system. Travel – Plan your trips, including flights and accommodations, by consulting with Concierge, your dedicated travel assistant. Personal Payments – Easily share expenses, request payments, and communicate with friends, making Expensify.cash an excellent starting point for managing your finances. With these features, you'll find that your financial management is not only simplified but also more efficient than ever before.

Elevate your financial management capabilities within the Salesforce ecosystem by leveraging Certinia ERP Cloud, formerly known as FinancialForce, which provides a robust general ledger, automated billing functionalities, and superior analytics all within a single platform. This comprehensive solution facilitates effective management, recognition, and forecasting of revenue from various streams, including products, subscriptions, project services, and usage-based contracts. By unifying data and automating critical calculations, you can ensure precision across the system while effortlessly adapting to ASC 606 and IFRS 15 guidelines. With Certinia ERP Cloud, you can refine your financial operations, transforming routine activities into a matter of just a few clicks, and generating top-notch real-time financial analyses, scenario modeling, and compliance documentation. The platform allows for the automation of complex recognition calculations, significantly decreasing dependency on error-prone and time-consuming spreadsheets, which is vital in keeping up with the ever-evolving revenue recognition regulations. Additionally, this all-encompassing solution not only boosts operational efficiency but also equips organizations to maintain a competitive edge in the realm of financial management, fostering a proactive approach to handling financial challenges. By embracing this innovative tool, businesses can ensure they are prepared for future financial demands and opportunities.

Speed up the creation of enterprise applications by utilizing the Salesforce Platform, which provides an integrated collection of tools and services designed to empower developers to build and deploy strong, secure, and scalable applications in the cloud efficiently. With the Salesforce Platform, developers can customize their CRM solutions through myLightning, improve employee engagement with AI-powered applications, enforce security and compliance standards, and enhance customer interactions. Access to the Salesforce Platform starts at just $25 per user per month, offering a budget-friendly solution for businesses of all sizes. This combination of affordability and a diverse range of features positions the platform as a compelling option for companies eager to innovate swiftly and effectively. Moreover, the ongoing updates and community support further enhance its value for organizations in a rapidly changing marketplace.

Uncover vital insights related to sales and service with Salesforce Einstein Analytics, an innovative tool for data visualization and self-service Business Intelligence (BI). Formerly known as Salesforce Analytics Cloud, Einstein Analytics provides a robust platform that utilizes Artificial Intelligence (AI) to help business professionals analyze extensive datasets from diverse fields like sales, service, and marketing. This functionality empowers organizations to make rapid and informed decisions. Leveraging AI technology, users can identify trends and patterns that drive strategic initiatives and operational improvements. Ultimately, this tool not only simplifies data analysis but also enhances overall business effectiveness.

Elevate your customer service capabilities using Salesforce Service Cloud, recognized as the leading and most all-encompassing customer support application globally. This platform provides organizations with a broad spectrum of features designed to assist clients through their chosen communication methods, such as phone, email, chat, and SMS. Among its impressive functionalities are a dynamic lightning console, streamlined case management, omni-channel routing, seamless telephony integration, video chat features, and social media support, to name just a few. By leveraging these robust tools, you can guarantee that your customers enjoy the tailored attention they need, regardless of their location. Additionally, the platform's adaptability ensures it can evolve with your business's changing needs, further enhancing the customer experience.

Workato serves as the essential platform for modern enterprises that need to keep pace with rapid changes. It stands out as the sole AI-driven middleware solution that enables both IT departments and business teams to seamlessly integrate their applications and streamline intricate business processes. Our goal is to empower organizations to automate and integrate their applications and workflows at least ten times quicker than conventional tools while also significantly reducing costs to a fraction of those traditional methods. Integration plays a vital role as a universal technology, adaptable to diverse IT settings. Notably, we are the only technology provider backed by all three top SaaS companies: Salesforce, Workday, and ServiceNow. Our platform is relied upon by some of the most esteemed brands in the world, as well as the fastest-growing innovators in various fields. Customers frequently regard us as one of the finest companies to partner with, highlighting our commitment to excellence and innovation in business automation. This level of trust not only underscores our reputation but also motivates us to continually enhance our services and solutions.

Rootstock Software provides comprehensive ERP solutions tailored for manufacturers and supply chain organizations, utilizing the Salesforce Platform to boost operational effectiveness. Their software suite encompasses features such as order management, production oversight, supply chain integration, and financial management, all integrated within a single platform. The versatility of Rootstock allows it to serve a diverse range of industries, including aerospace, defense, medical technology, and high-tech fields, offering customized solutions that meet specific operational needs. By addressing unique challenges faced by different sectors, Rootstock empowers businesses to optimize their processes and enhance productivity.

How much further can your HR and payroll processes evolve? The landscape of Payroll and HR Software is rapidly changing, with the cloud serving as its foundational element, built on a platform renowned for its reliability. It is widely recognized that true innovation stems from prioritizing effective time management in every strategic choice. With XCD's workforce management solutions and automated enrolment features, empowering your employees to manage their HR information has never been simpler. The user-friendly interface of XCD’s HR service platform facilitates achieving this ambition, ensuring a tailored and responsive experience for every individual within the organization. "XCD is a remarkable asset for HR, reflecting my decade of experience in the field." - Michael Casanova, HR & Recruitment Manager, epos Now. Additionally, the flexibility and scalability of XCD make it an ideal choice for businesses of all sizes, ensuring that every team member can thrive in a supportive environment.