Certinia (formerly FinancialForce)
Certinia offers integrated solutions for financial management and professional services, enhancing operational efficiency and decision-making.
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Description
Certinia provides a robust platform designed to integrate customer relationship management (CRM) with essential business functions such as professional services, accounting, and finance. The app is built on Salesforce's capabilities, allowing businesses to streamline various processes and improve outcomes.
Key functionalities of Certinia include cash flow management, project profitability tracking, employee utilization monitoring, and customer satisfaction enhancement. It features a range of applications including:
- Professional Services Cloud: A comprehensive solution for managing professional services.
- Services Automation: Automates various aspects of service delivery to improve efficiency.
- Resource Management: Helps organizations effectively allocate resources based on project needs.
- Services Billing: Streamlines billing processes for services rendered.
- Revenue Management: Monitors and manages revenue streams to optimize financial performance.
These tools are designed to enhance collaboration and provide analytics that support informed decision-making. Certinia aims to solve common business challenges by integrating these functions into a unified system for better operational performance.
Features
Services Automation
Automates service delivery processes to improve efficiency and reduce manual work.
Resource Management
Facilitates effective resource allocation and management for projects.
Services Billing
Streamlines billing processes, ensuring accuracy and timeliness in invoicing.
Revenue Management
Provides tools to monitor and optimize revenue generation across services.
Financial Planning & Analysis
Supports strategic planning and analysis of financial data for informed decision-making.
Tags
Documentation & Support
- Documentation
- Support
- Updates
- Online Support