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Description

We are currently immersed in an era characterized by an overwhelming volume of data. However, simply having access to data does not ensure that organizations can derive meaningful insights for informed strategic choices. It requires thoughtful interpretation, sound judgment, and the right actions taken throughout the process to convert raw numbers into actionable results. This understanding led to the creation of AskSOBI. AskSOBI is an advanced Decision Intelligence platform powered by AI, designed to enhance your decision-making process by making it smarter, quicker, and providing support at each step along the way. Our goal was to transcend traditional business intelligence and enter the realm of decision intelligence—a form of intelligence that empowers you to transform uncertainty into clarity. While conventional BI informs you of past events, AskSOBI takes it a step further by enabling you to explore critical questions such as: • What caused it to occur? • What shifts are currently taking place? • What potential risks or opportunities may arise? • What actions should be taken moving forward? Engaging in advisory services typically yields significantly higher profit margins compared to compliance tasks, yet it is complex, labor-intensive, and challenging to expand. This is why accounting professionals rely on AskSOBI to streamline advisory processes, making them more organized and easily scalable, ultimately enhancing their service offerings.

Description

Certinia Professional Services Cloud is a Salesforce-native professional services automation platform built to connect every stage of the services lifecycle. The platform unifies sales, staffing, delivery, billing, financials, renewals, and customer outcomes in one system. Certinia helps organizations close the gaps between what was sold, who is staffed, how work is delivered, what gets billed, and how margins are protected. Veda AI adds a digital workforce that helps execute work across estimation, staffing, and delivery. Teams can use Veda to generate estimates from historical data, refine quotes, automate status updates, capture time, and support reporting. Certinia PS Cloud includes services estimation, resource management, project management, services billing, and services financials. The platform helps reduce time-to-staff, reclaim project manager hours, improve utilization, protect margins, and increase financial visibility. It is designed for service organizations that need real-time operational and financial data grounded in Salesforce. By combining PSA, AI agents, services estimation, resource management, project execution, billing, financials, and Salesforce-native orchestration, Certinia PS Cloud helps services businesses operate with more intelligence and control.

API Access

Has API

API Access

Has API

Screenshots View All

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Integrations

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

Integrations

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

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AskSOBI

Country

Ireland

Website

www.asksobi.com

Vendor Details

Company Name

Certinia

Founded

2009

Country

United States

Website

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

Product Features

Product 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

Alternatives

Alternatives

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