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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

Nue is the #1 Revenue Lifecycle Platform on Salesforce. Nue is designed to meet the requirements of modern businesses. Configure dynamic pricing. Sell via any channel (self service + direct sales + in-app). Manage renewals and increase revenue. Know exactly when and what to charge. Nue allows RevOps to quickly deploy opportunity-to cash processes for direct sales and self-service, while providing complete, accurate analytics for Finance. Nue was built for SaaS companies that are growing fast and need a flexible, IT-heavy solution to manage revenue flows from end-to-end.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
Avalara
Certinia Financial Management Cloud
Expensify
NetSuite
QuickBooks Online
RightRev
Rootstock Cloud ERP
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Stripe
Workato
XCD HR and Payroll

Integrations

Salesforce
Avalara
Certinia Financial Management Cloud
Expensify
NetSuite
QuickBooks Online
RightRev
Rootstock Cloud ERP
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Stripe
Workato
XCD HR and Payroll

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

Contact us
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

Nue.io

Founded

2019

Country

United States

Website

www.nue.io

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

CPQ

Nue stands out as the leading Quote-to-Cash platform integrated with Salesforce, designed specifically for managing revenue lifecycles. Among its standout features is an innovative CPQ (Configure, Price, Quote) solution tailored for contemporary SaaS businesses. Nue simplifies the complete revenue journey, from generating quotes to processing billing, facilitating smooth transitions and precise financial reporting. Notable attributes encompass adaptable pricing strategies, seamless Salesforce integration, automated invoicing, and up-to-the-minute revenue analytics, making it perfect for organizations with mixed revenue streams or fast-paced sales environments.

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Recurring Billing

Nue stands out as a premier provider of all-encompassing quote-to-cash solutions that are tailored to optimize revenue operations (RevOps) for SaaS companies. Its advanced platform accommodates a variety of billing structures, including recurring, usage-based, milestone, and one-off orders. The powerful "Everything Billing" engine effectively manages all B2B models and sales strategies, allowing for diverse pricing structures without leading to SKU proliferation. This platform automates the invoice process and adjusts them precisely for expansion revenue, changes to mid-term subscriptions, and consumption-based usage, minimizing the need for manual handling. It integrates effortlessly with Salesforce, delivering real-time revenue insights and adhering to ASC606 compliance. This synergy allows sales teams to view invoices instantly upon quote generation, while finance teams benefit from precise invoice creation and comprehensive revenue tracking across all sales channels and pricing strategies.

Customer Portal
Deferred Billing
Discount Management
Dunning Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing

Revenue Intelligence

Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

Revenue Management

Competitor Analysis
Dynamic Pricing
For Airlines
For Hospitality Industry
Forecasting
Inventory Control
Price Optimization
Recommendation Engine
Yield Management

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

Subscription Management

Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics

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