Professional Services Cloud
Unify projects, resources, and financials on Salesforce to deliver profitable services on time, every time.
Executive Summary
Certinia's Professional Services Cloud is a comprehensive solution built natively on the Salesforce platform, designed to help professional services organizations manage their entire service delivery lifecycle. It unifies critical business functions including resource management, project management, services estimation, services billing, and services financials within a single application. This integrated approach allows businesses to connect customer data with project execution and financial outcomes, moving beyond fragmented systems. The platform enables organizations to optimize resource allocation by tracking skills and availability, ensure projects are delivered on time and within budget, and accurately manage revenue recognition. By leveraging the Salesforce platform, it offers seamless integration with other Salesforce applications and provides robust APIs for connecting with off-platform systems, enhancing data flow and workflow automation across the enterprise. The goal is to drive predictability, profitability, and improved customer satisfaction.
Use Cases
- Resource allocation and skill tracking for projects
- Project budgeting and financial tracking
- Services estimation and accurate quoting
- Revenue recognition for deliverables
- Streamlining services billing processes
Features
Visibility
- Account Health Score Dashboard: Displays average scores and related metric insights for proactive account management.
- Unified Project View: Provides a comprehensive overview of project status, progress, and key metrics.
- Resource Skill Tracking: Allows tracking of resource skills and availability for optimal allocation.
Intelligence
- Predictive Project Performance: Leverages data to forecast project outcomes and identify potential risks.
- Revenue Recognition Automation: Automates the process of recognizing revenue for various deliverables.
- Resource Utilization Optimization: Analyzes resource data to suggest optimal allocation and improve efficiency.
Support
- Technical Support: Access to technical assistance for product usage and issues.
- API and Integration Hub Access: Support for developers and partners utilizing Certinia's APIs and integration capabilities.
Technical Specifications
- Architecture
- Salesforce-native application, leveraging Salesforce standard and custom objects for seamless integration.
- Deployment
- SaaS
- Authentication
- SSO/SAML, OAuth/OIDC, MFA
- API Available
- Yes
Infrastructure
- Salesforce Cloud Infrastructure
Integrations
- Salesforce
Security & Compliance
Encryption: Data encrypted at rest and in transit, leveraging Salesforce's robust security framework.
Pricing
- Model
- Subscription-based
- Starting Price
- Contact sales
- Target Customer
- Mid-Market,Enterprise
- Contract Type
- Annual
- Free Trial
- No
About Certinia
Certinia (formerly FinancialForce) is the world's leading provider of Professional Services Automation (PSA) software. It empowers technology and services organizations to deliver customer value with certainty, offering cloud PSA, financial management, and customer success solutions built on the Salesforce platform.