Professional
Services
Cloud
Keep projects on time and profitable,
customers happy, and reports up to
date with the professional services
cloud solution on the Salesforce
Platform.
Connecting your services
business at every stage
Certinia Professional Services (PS) Cloud, consistently
ranked the industry’s top choice, gives business leaders
and teams unprecedented visibility into sales, delivery,
and finance.
With everything on Salesforce, you get the insights you
need to manage projects and resources while tapping
into powerful business forecasting. Empower your
teams, improve customer satisfaction, and grow profits
with Certinia PS Cloud.
“We couldn’t live without Certinia PS Cloud.
It’s ingrained in what we do.”
Mark Conklin, Senior Director of Operations, Salesforce
Perfect sales-delivery handoff Powerful forecasting
With Salesforce CRM and Certinia PS Cloud on the Optimize resource planning and project profitability
same platform, opportunities instantly translate into with hyper-accurate forecasting and insight
service engagements. Empower sales teams with capabilities built-in. Get unmatched visibility into
real-time insights about project statuses, resource every dollar recognized and planned. Build staffing
availability, and more. Connect sales and delivery, models geared to drive higher margins, quicker
and everybody wins. delivery, and better customer satisfaction.
Right resource, right time Reporting & analytics
Give resource managers the visibility they need Real-time dashboards and reports give you all
by identifying the resource demand during the the data you need, including actuals, expenses,
sale. Easily schedule the right people onto the assignments, milestones, resource requests,
right projects at the right time, and resolve staffing backlog, and more. Get complete visibility into
conflicts before they become problems. the information you need to efficiently deliver on
projects and accurately forecast future business.
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
billing and revenue management. Track everything,
including billing and expenses in multiple currencies,
and automate compliance with new revenue
recognition rules.
Customers using Certinia solutions have experienced numbers like:*
+143% -23% +39%
Average year-over-year Average discount Average win ratio
professional services revenue on contracts
*SPI PS Maturity Benchmark, Best of Best
1M monthly
active users
15k
services estimates
created
16M 1.6M
timecards resource
created requests
a month
in the life Add Task
1.3M
task
of PS Cloud 2.2M
skills/skill
assignments ratings
created created
6M 1.8M
project tasks resource schedules
created created
1.2M
resource
assignments
Increased utilization Time & expenses
Using Certinia PS Cloud with Salesforce helps delivery Highly configurable and easy to use, Certinia PS Cloud
teams streamline processes across the board. Third- makes it easy for teams to complete administrative tasks
party analyst firms, including Service Performance and submit time and expenses.
Insight, have found that organizations with integrated • Time entry available via Salesforce1 app
PSA and CRM systems see boosted metrics, including: • Get mobile time and expense entry for iPhone/Android
• Increase in year-over-year revenue growth • Set up flexible approvals and routing
• Reduced sales cycle (qualified lead to contract signing)
• Increased pipeline and revenue per project
Analytics & predictability Resource Management
Certinia Services Analytics provide deep visibility and Bring people and project data together with Certinia and
insights into billings, backlog, capacity, and utilization. ADP (or your existing HR system) so you can manage all
Combining these analytics with the broadest set of your worker data in one place.
delivery data available in the market gives your business • Increase margins and revenue through a unified view of
a clear view into future growth. your people, skills, and projects
• Get a deeper understanding of overall business health • Update calendars and timecards automatically
• Increase predictability with clearer views into forecast, • Bridge the payroll register to your general ledger
backlog, and utilization
• Surface and manage KPIs to fuel business growth
Services community Salesforce Platform
Optimize your customer and partner interactions Natively built on the Salesforce Platform, Certinia PS Cloud
with Certinia Services Community. As your project gives you the scalability and flexibility of the world’s #1
management hub, Services Community lets you share cloud platform. So instead of maintaining your IT stack, you
project-related information and status updates, get time can focus on serving customers and growing the business.
and expenses entered straight into the system, and keep • Enjoy a sleek, easy-to-use, and secure user experience
track of critical financial data. • Tap into AppExchange, the world’s leading business app
• Connect to Salesforce Chatter for real-time updates marketplace
• Collaborate from any device on shared documents • Leverage the future of reporting and analytics
• Customize for a completely branded experience
Social collaboration Want to see PS Cloud in action?
Native to the Salesforce Platform, Certinia PS Cloud
includes support for Chatter collaboration tools right
out of the box, allowing delivery teams to share insights, TALK TO OUR EXPERTS
attach documents, or note anything related to a project.
• Bring Facebook-like collaboration functionality to
project delivery
• Create project groups and discussion
• Empower teams to use mobile devices
Certinia elevates business growth through a complete Services-as-a-Business solution
spanning services delivery, finance, and customer success. Native to the leading cloud
platform, Salesforce, Certinia enables organizations to run a connected business, deliver
with intelligence, and achieve scalable agility. Founded in 2009 and headquartered in
Austin, Texas, Certinia is backed by leading global investors Haveli Investments, General
Atlantic, and Salesforce Ventures.
