Professional services Certinia demo: Solve 3 Main Challenges
- Project profitability & performance: Gain end-to-end visibility across your sales and services full value chain, from pipeline to billing, with real-time data for accurate forecasting, preventing revenue leakage and ensuring project success.
- Optimal resource utilisation: Effectively manage your talent, aligning the right people with the right projects based on skills and availability. This prevents overwork, underutilisation, and ensures your team is productive and engaged.
- Streamlined financial operations: Automate time and expense tracking, and simplify complex billing processes. This accelerates cash flow, reduces manual errors, and improves overall financial control and reporting.
Why Certinia PS Cloud?
In a demanding market, service-led organisations must adapt quickly, maintain delivery quality, and scale operations without adding unnecessary complexity. Certinia Professional Services Cloud, built natively on Salesforce, helps you:
Unify sales, delivery, and finance on a single platform to view and manage your business from pipeline to billing.
Use real-time data to plan resources, margins, and project timelines. Make faster, more informed decisions.
Equip teams with mobile-ready tools for time tracking and expense submission. Configure approval workflows and sync directly with Salesforce records.
Automate workflows and manage projects dynamically as your business evolves.
Whether entering new markets or integrating new teams, Certinia supports sustainable growth.