Certinia PS Cloud
The Services-as-a-Business Platform.
Overview
Certinia (formerly FinancialForce) offers a Professional Services (PS) Cloud that is a customer-centric PSA solution built on the Salesforce platform. It connects sales, services, and finance teams in one system to provide a complete view of the customer lifecycle and project profitability.
✨ Key Features
- Services CPQ (Configure, Price, Quote)
- Project Management
- Resource Management
- Time & Expense Management
- Services Billing & Revenue Recognition
- Services Analytics
🎯 Key Differentiators
- Built 100% natively on the Salesforce platform
- Provides a single, customer-centric view from sales to service delivery
- Combines PSA with ERP capabilities like billing and revenue recognition
Unique Value: Delivers a complete, customer-centric view of a services business by unifying sales, services, and finance on the Salesforce platform, driving profitability and predictability.
🎯 Use Cases (4)
✅ Best For
- Managing the entire opportunity-to-renewal lifecycle on a single platform
- Gaining deep visibility into project financials and resource utilization
- Automating billing and revenue recognition processes
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies not using Salesforce as their CRM
- Small businesses that do not require a full ERP/PSA suite
🏆 Alternatives
Offers a much deeper and more seamless integration with Salesforce CRM than any other PSA tool, eliminating data silos between sales and delivery teams.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Available tier)
🔒 Compliance & Security
💰 Pricing
Free tier: N/A
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