Certinia PSA (formerly FinancialForce)
The Services-as-a-Business Platform.
Overview
Certinia PSA, formerly known as FinancialForce PSA, is a professional services automation solution built natively on the Salesforce platform. It helps services organizations manage their projects, resources, and financials in a single, unified system. By connecting sales, services, and finance, it provides a complete view of the customer lifecycle, from opportunity to project delivery and revenue recognition, aiming to improve project profitability and client satisfaction.
✨ Key Features
- Project Management
- Resource Management
- Time and Expense Tracking
- Billing and Revenue Recognition
- Analytics and Forecasting
- Sales Collaboration
🎯 Key Differentiators
- Native to the Salesforce platform, providing a single customer record
- Strong financial management capabilities, including revenue recognition
- Analytics powered by Salesforce Einstein
Unique Value: Provides a unified view of sales, services, and finance on the Salesforce platform, enabling data-driven decisions to improve profitability and customer satisfaction.
🎯 Use Cases (4)
✅ Best For
- Streamlining processes for managing projects and portfolios
- Enhancing collaboration between sales and service teams
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Organizations not using the Salesforce platform
- Small businesses that do not require a comprehensive PSA solution
🏆 Alternatives
Offers deeper integration with Salesforce CRM than any other PSA, making it the ideal choice for businesses that want a seamless lead-to-cash process within that ecosystem.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
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