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Average Ratings 1 Rating
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
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Certinia Financial Management Cloud
No
Expensify
No
Rootstock Cloud ERP
No
Salesforce
No
Salesforce Agentforce 360 Platform
No
Salesforce Agentforce Service
No
Workato
No
XCD HR and Payroll
No
Integrations
Certinia Financial Management Cloud
Yes
Expensify
Yes
Rootstock Cloud ERP
Yes
Salesforce
Yes
Salesforce Agentforce 360 Platform
Yes
Salesforce Agentforce Service
Yes
Workato
Yes
XCD HR and Payroll
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
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
Yes
CRM
Yes
Client Portal
Yes
Collaboration Tools
Yes
Document Management
No
Portfolio Management
Yes
Project Management
Yes
Proposal Generation
No
Quote Management
No
Resource Management
Yes
Time & Expense Tracking
Yes