Certinia PS Cloud
Why Choose Certinia PS Cloud?
Choose this if you want a one-stop platform on Salesforce that keeps your services business running smooth from sales to finance. It’s got powerful project management, forecasting, and reporting tools that help you stay on top of everything.
Certinia PS Cloud leverages Salesforce,built on Force.com. Manage people, customers, projects and financials in one integrated app.How do you position yourself against your competitors?Certinia delivers the only Services-as-a-Business platform, the system of record for services businesses around the world. Built on the Salesforce platform, Certinia PS Cloud connects all functional groups through the customer journey, from Sales to Delivery, Support to Finance, to Customer Success, coordinating access to the exact same data on Salesforce CRM, delivering a single source of certainty to all users. Maintained by the largest dedicated R&D team in the space, PS Cloud offers three flexible updates a year, increasing ROI for customers on a regular basis.
Certinia PS Cloud Introduction
What is Certinia PS Cloud?
PS Cloud keeps projects on time and profitable, customers happy, and reports up to date with this professional services solution on the Salesforce platform. Perfect Sales-Delivery Handoff Instantly translate opportunities into service engagements. Empower sales teams with real-time insights about project statuses, resource availability, and more. Connect sales and delivery, and everybody wins. Right Resource, Right Time Give resource managers the visibility they need by identifying the resource demand during the sale. Easily schedule the right people onto the right projects at the right time, and resolve staffing conflicts before they become problems. One Team, One Tool Companies with greater project visibility achieve higher win rates, utilization, and margins. With sales, delivery, and finance teams all using the same tool, you’ll get better visibility into pipeline, resource demand, and other critical project data. Billing & Revenue Recognition Extensible and configurable, our app manages multiple revenue streams so you can add new lines of business, move into new markets, and expand overseas while staying in complete control. Decisions Made with Certainty Automate and streamline processes across every aspect of your business from sales and delivery, to services billing and revenue management, and customer renewals. Track everything, including billing and expenses in multiple currencies, and automate compliance with new revenue recognition rules. Powerful Forecasting Optimize resource planning and project profitability with hyper-accurate forecasting and insight capabilities built-in. Get unmatched visibility into every dollar recognized and planned. Build staffing models geared to drive higher margins, quicker delivery, and better customer satisfaction. Reporting & Analytics Real-time dashboards and reports give you all the data you need, including actuals, expenses, assignments, milestones, resource requests, backlog, and more. Get complete visibility into the information you need to efficiently deliver on projects and accurately forecast future business.
How to use Certinia PS Cloud?
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Why Choose Certinia PS Cloud?
Choose this if you want a one-stop platform on Salesforce that keeps your services business running smooth from sales to finance. It’s got powerful project management, forecasting, and reporting tools that help you stay on top of everything.
Certinia PS Cloud Features
Platform
- ✓APIs
- ✓Performance and Reliability
Accounting
- ✓Revenue Recognition
- ✓Project Accounting
- ✓Budget Tracking
Project Management
- ✓Project Planning
- ✓Project Tracking
- ✓Resource Definition
- ✓Resource Management
Analytics
- ✓Forecasting
- ✓Reporting
- ✓KPIs
Administration
- ✓Standard Integrations
- ✓Workflow
- ✓Access Management