Process automation with Certinia (formerly FinancialForce PSA)

  • Salesforce-based PSA solution
  • Integrated solution between service and sales as well as employee and project
  • Management of multiple service-based billing models
  • One database, automated processes, comprehensive forecasting tools
  • Comprehensive service reporting – powered by Tableau
  • Integrated CPQ: Automation of the entire costing process from quotation to billing and resource planning
  • Shared project information and status updates across all partners and customers and in every device