Certinia Professional Services Cloud 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.

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Reviews - 1 Verified Review

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Company Details

Company:
Certinia
Year Founded:
2009
Headquarters:
United States
Website:
www.certinia.com/solutions/professional-services-cloud/

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Certinia Professional Services Automation (PSA)-Communities

Certinia Professional Services Automation (PSA)-Communities

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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
Customer Support
Business Hours
Live Rep (24/7)
Online Support

Certinia Professional Services Cloud Features and Options

Professional Services Automation Software

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Certinia Professional Services Cloud Lists

Certinia Professional Services Cloud User Reviews

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  • Name: Anonymous (Verified)
    Job Title: Lead Operations
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Complete customer centric manager

    Date: Nov 16 2020

    Summary: FinancialForce offers a nifty tools to enhance the Customer satisfaction, as it is very much important for any company, this applications helps a lot in keeping customer happy and satisfied. Automated professional services. For our enterprise FinancialForce is an ultimate leader. Automatic process saves from compliances and mistakes. Provides complete office connectivity from back office to front office. Seamlessly integrates with our CRM and help us in managing analytics, accounting and billing. Easy to track our status of projects. Feature-rich. User friendly software. The best part is FinancialForce is a native to Salesforce software. Cost effective application. Good user interface. Very supportive software for our company.

    Positive: FinancialForce professional services automation helps us to manage our customers, services financial and projects. Its cloud based application improves our growth and margin rates. It is a great addon if you are currently using the Salesforce and it triplicates the overall effectiveness.

    Negative: It is a great software, no serious cons to report.

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