Audience

Consulting firms, advisory firms, IT services companies, software companies, IT hardware providers, tax and audit firms, professional services organizations, delivery leaders, project managers, resource managers, finance teams, CIOs, CFOs, and businesses that need Salesforce-native PSA, AI-powered estimation, resource management, project delivery, services billing, services financials, margin protection, revenue leakage prevention, forecasting, and end-to-end services orchestration

About Certinia Professional Services Cloud

Certinia Professional Services Cloud is an AI-powered PSA platform that connects sales, staffing, delivery, billing, renewals, and financials on Salesforce. The platform helps services organizations manage the full lifecycle from pipeline to profit with one connected system of record. Veda AI adds intelligence across estimation, staffing, delivery, reporting, time capture, and project execution. Certinia PS Cloud supports services estimation, resource management, project management, services billing, and services financials. The platform helps teams reduce administrative work, staff projects faster, protect margins, eliminate revenue leakage, and improve forecasting. Built for consulting, IT services, software, IT hardware, tax, audit, and advisory firms, Certinia PS Cloud helps services businesses run with more clarity, speed, and confidence.

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Integrations

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Ratings/Reviews - 1 User Review

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.0 / 5
More Reviews Write a Review

Company Information

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

Videos and Screen Captures

Certinia Professional Services Automation (PSA)-Communities

Certinia Professional Services Automation (PSA)-Communities

Certinia Professional Services Automation (PSA)-Communities Certinia Professional Services Automation (PSA)-CoustomerCommunication Certinia Professional Services Automation (PSA)-Project
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Support
Phone Support
24/7 Live Support
Online

Certinia Professional Services Cloud Frequently Asked Questions

Q: What kinds of users and organization types does Certinia Professional Services Cloud work with?
Q: What languages does Certinia Professional Services Cloud support in their product?
Q: What kind of support options does Certinia Professional Services Cloud offer?
Q: What other applications or services does Certinia Professional Services Cloud integrate with?
Q: What type of training does Certinia Professional Services Cloud provide?

Certinia Professional Services Cloud Product Features

Professional Services Automation

Billing & Invoicing Supported
CRM Supported
Client Portal Supported
Collaboration Tools Supported
Portfolio Management Supported
Project Management Supported
Resource Management Supported
Time & Expense Tracking Supported
Document Management Not Supported
Proposal Generation Not Supported
Quote Management Not Supported

Certinia Professional Services Cloud Additional Categories

Certinia Professional Services Cloud Verified User Reviews

Write a Review
  • A FinancialForce PSA User
    Lead Operations
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Complete customer centric manager"

    Posted 2020-11-16

    Pros: 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.

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

    Overall: 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.

    Read More...
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