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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.

Description

Designed exclusively for professional services firms, this solution aims to enhance productivity, foster collaboration, and drive profitability. At the core of your business are the people and the projects they handle. This is precisely why Deltek developed Vantagepoint, a robust and user-friendly platform that facilitates the management of projects from inception to completion. Deltek Vantagepoint offers a comprehensive view of your projects, consolidating client, project, and financial information into one accessible location. This integration supports the ability to make informed tactical and strategic decisions, leading to a more efficient, productive, and profitable organization. Manage all project-related data in a centralized hub, encompassing everything from pursuit and proposal stages to planning and financial oversight. Achieve visibility throughout your organization, guiding projects from their initiation to their successful completion. This platform not only provides actionable insights for better decision-making but also promotes teamwork and collaboration through a unified tool, while delivering a streamlined and intuitive user experience. Ultimately, Deltek Vantagepoint empowers your team to work smarter and more cohesively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Certinia Financial Management Cloud
Expensify
FMIS Asset Management
Longview Tax
Matidor
Newforma
Rootstock Cloud ERP
Salesforce
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
SkyStem ART
Synatic
Vergo
Workato
XCD HR and Payroll

Integrations

Certinia Financial Management Cloud
Expensify
FMIS Asset Management
Longview Tax
Matidor
Newforma
Rootstock Cloud ERP
Salesforce
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
SkyStem ART
Synatic
Vergo
Workato
XCD HR and Payroll

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$30.00/month/user
Starting price $30.00/month/user
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

Certinia

Founded

2009

Country

United States

Website

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

Vendor Details

Company Name

Deltek

Founded

1983

Country

United States

Website

www.deltek.com

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

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

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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