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.

Integrations

All Certinia Professional Services Cloud Integrations
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Screenshots and Video

Certinia Professional Services Automation (PSA)-Communities

Certinia Professional Services Automation (PSA)-Communities

Certinia Professional Services Automation (PSA)-Communities Certinia Professional Services Automation (PSA)-CoustomerCommunication Certinia Professional Services Automation (PSA)-Project

Company Facts

Company Name:
Certinia
Date Founded:
2009
Company Location:
United States
Company Website:
www.certinia.com/solutions/professional-services-cloud/

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Webinars
Support
Standard Support
24 Hour Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Certinia Professional Services Cloud Categories and Features

Revenue Recognition Software

Professional Services Automation Software

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

AI PSA Platform

More Certinia Professional Services Cloud Categories

Certinia Professional Services Cloud Customer Reviews

Write a Review
  • Reviewer Name: A Verified Reviewer
    Position: Lead Operations
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Complete customer centric manager

    Date: Nov 16 2020
    Summary

    FinancialForce offers a nifty tools to enhance the Customer satisfaction, as it is very much important for any company, this applications helps a lot in keeping customer happy and satisfied. Automated professional services. For our enterprise FinancialForce is an ultimate leader. Automatic process saves from compliances and mistakes. Provides complete office connectivity from back office to front office. Seamlessly integrates with our CRM and help us in managing analytics, accounting and billing. Easy to track our status of projects. Feature-rich. User friendly software. The best part is FinancialForce is a native to Salesforce software. Cost effective application. Good user interface. Very supportive software for our company.

    Positive

    FinancialForce professional services automation helps us to manage our customers, services financial and projects. Its cloud based application improves our growth and margin rates. It is a great addon if you are currently using the Salesforce and it triplicates the overall effectiveness.

    Negative

    It is a great software, no serious cons to report.

    Read More...
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