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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

An all-encompassing, cloud-based integrated platform suite designed to elevate your content management and delivery journey. This platform allows you to seamlessly integrate, manage, and distribute both scholarly and professional content from one centralized location. It features adaptable order management systems for handling subscriptions and products efficiently. By automating and optimizing business processes through effective order-to-cash management services, it enhances operational efficiency. Customers can easily bundle different components to create personalized offerings that suit their needs. A sophisticated self-service renewal feature empowers users to handle their renewals independently. The platform provides simplified interfaces for accounting and revenue recognition, making financial management straightforward. An integrated analytics feature delivers usage insights that facilitate informed decision-making. With versatile subscription fulfillment options, the life cycle of your subscriptions is fine-tuned for maximum effectiveness. Users gain the ability to manage, render, and distribute content across various channels seamlessly. Additionally, publishers and librarians are equipped to dynamically access and scrutinize content usage analytics, fostering an environment of continuous improvement and engagement. This comprehensive suite not only enhances user experience but also drives greater collaboration between all stakeholders involved in content distribution.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

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

$2000.00/month
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

THINK Subscription

Website

www.thinksubscription.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

Publishing and Subscriptions

Advertising Management
Books
Campaign Management
Catalogs
Circulation Management
Content Management
Layout & Design
Magazines
Newsletters
Newspapers

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