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Average Ratings 0 Ratings

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ease
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design
support

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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

VedaERP is an exceptional software designed to streamline business operations and management. It serves as a lead management tool that assists users in pinpointing high-quality leads from a large influx of incoming prospects. Within VedaERP, users can adeptly oversee their complete purchasing workflow, from the creation of indents to the generation of purchase orders, ensuring a smooth process for entering purchases. With VedaERP's integrated e-invoice API, users can effortlessly generate e-invoices at the push of a button. Additionally, VedaERP functions as a project management software, providing comprehensive tools for effective project planning, scheduling, resource allocation, and managing changes. You can also efficiently schedule follow-ups for leads, complete with reminders to ensure that none are overlooked. By utilizing VedaERP, you can manage inventory across multiple branches from a single platform while also keeping track of inventory serial numbers. The software includes a contract management feature that aids in overseeing AMC and rental contract reminders, facilitating better tracking of renewals and promoting transparency in operations. Overall, VedaERP is a versatile solution that caters to various needs within a business, enhancing productivity and efficiency across the board.

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

Free
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

SAN Softwares

Founded

1999

Country

India

Website

sansoftwares.com/products/vedaerp-billing-accounting-software/

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

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

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