Certinia
Professional Services Automation
Acquire unparalleled insights into your services business, spanning sales, service delivery, and financial operations, through the use of the #1 Professional Services Automation tool on the market. Ensure project timelines are met, maintain employee satisfaction, keep customers engaged, and trust your analytics are accurate all from a single, and reliable, source of truth on the Salesforce Platform.
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Product Benefits
Services CPQ
Certinia has significantly elevated the standards in the professional services CPQ arena. Address challenges with this exceptional tool that no other solution can match. Experience the efficiency of having a service estimate seamlessly connects into your Salesforce Opportunity and Salesforce CPQ, if you’re utilizing it. You can estimate your products, resource roles, timelines, costs, revenues, margins, and much more, all presented in a Gantt layout. Elevate your estimating to the next level, as SCPQ also streamlines project creation and staffing.
Sales to Service
Certinia PSA is connected directly into Salesforce accounts, contacts and opportunities. This seamless interface into Salesforce provides customers a highly efficient means of selling, staffing, and kicking off projects quickly. This is a significant competitive edge in the market as both your sales team and project team will be living in the same tool. Never deal with an integration from CRM to project delivery again.
Resource Management
Many customers choose Certinia primarily for its robust resourcing capabilities. By estimating and allocating resources early in your sales cycles, you gain valuable insights into your talent pool’s capacity. This empowers you to intelligently assign the most suitable personnel to your projects. You can customize criteria such as availability, region, or expertise and then rely on the system to generate a ranked list of potential resources or even automatically assemble an entire project team. Resource Managers will greatly benefit from the comprehensive reporting, which provides insights into calendar availability, capacity, utilization, and more.
Project Management
Certinia PSA provides everything you need to replace your old point PM solution or spreadsheets. Certinia PSA projects include budgets, stages, phases, milestones, tasks, resource requests, assignments, timecards, expense reports, billing, and detailed financials. This tool is ideal for both small projects lacking structure and lengthy projects spanning years, featuring thousands of nested tasks in the Gantt chart. These projects are seamlessly integrated with resource management, allowing you to manage a projects resources and automatically update their schedules. It’s all you need to effectively manage the profitability of your projects.
Time & Expense
Time entry poses one of the most significant adoption challenges for service-oriented businesses. It’s crucial that entering your time is not a cumbersome process, which is why Certinia offers multiple convenient methods. You can use a traditional grid at the end of the week to enter multiple entries efficiently. Alternatively, employ a widget that enables you to input time entries seamlessly while working on a project, milestone, task, or within your personal workspace. Another option is to utilize the timer function for clocking in and out. Furthermore, you have the opportunity to save on expense reporting tools by using the built-in feature. If that doesn’t suffice, there are integrations available with Concur or Expensify.
Project Billing
Never manually compile project billing again. Certinia PSA keeps track of milestones, timecards, expenses, and any necessary adjustments that require billing or crediting to a customer. You can easily view what’s been approved and is ready for billing, allowing you to manage it in detail, or you can set up automatic billing on a schedule. The level of automation you prefer for billing depends on your comfort level. By managing project templates, you gain the flexibility to create projects with different billing types. This leads to a much more streamlined billing process, bridging the gap between the project team and finance, all while efficiently managing approvals.
Revenue Forecasting & Recognition
Automate your services revenue forecasting and recognition with Certinia. No longer do you need to extract data from CRM and merge it with spreadsheet schedules to calculate your quarterly services forecast. PSA tracks your milestones, resource schedules, and even incorporates Salesforce opportunities data into your forecast as you manage your projects day by day. The forecast feature also includes versions, annotations, and built-in analytics. You can configure recognition methods on your templates, allowing the system to automatically calculate what should be recognized for the current week or month.