FinancialForce (now Certinia)
The Services-as-a-Business Platform
Overview
Certinia's platform helps services-based businesses to manage their entire project lifecycle, from sales and delivery to billing and revenue recognition. The platform is built on Salesforce, which allows for a seamless flow of information between sales, services, and finance. Certinia's solutions are designed to help businesses to improve project profitability, increase customer satisfaction, and accelerate growth.
✨ Key Features
- Professional Services Automation (PSA)
- Financial Management and Accounting
- Billing and Revenue Recognition
- Project Management
- Resource Management
- Analytics and Reporting
🎯 Key Differentiators
- Built natively on the Salesforce platform.
- Customer-centric approach to ERP and PSA.
- Comprehensive solution for services-based businesses.
Unique Value: Certinia provides a customer-centric ERP and PSA platform that helps services-based businesses to connect their front and back offices and drive growth.
🎯 Use Cases (4)
✅ Best For
- Managing the entire services delivery lifecycle, from opportunity to cash.
- Gaining a 360-degree view of customers and projects.
- Improving resource utilization and project profitability.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Businesses that do not have a services-based business model.
- Companies that are not using Salesforce as their CRM.
🏆 Alternatives
For businesses that have standardized on Salesforce, Certinia offers a tightly integrated and seamless solution that is difficult for other ERP and PSA vendors to match.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Varies by plan tier)
🔒 Compliance & Security
💰 Pricing
Free tier: NA
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