Ben Morton

About Ben

Ben Morton is a Senior Salesforce and Certinia Consultant at Xenogenix. Since joining the business in December 2020, he has worked across a wide range of Salesforce and Certinia projects, helping organisations improve finance, professional services and customer-facing processes.

Ben has extensive experience across Certinia Financial Management, Certinia PSA and the Salesforce platform. His broad product knowledge enables him to understand how finance, project delivery, resource management, billing, revenue and CRM processes connect across an organisation.

He works closely with stakeholders to understand complex business requirements and translate them into practical, scalable solutions. His experience spans solution design, implementation, configuration, optimisation, reporting and ongoing platform improvement.

As an author for Xenogenix, Ben shares practical guidance on Certinia, Salesforce, financial management, PSA, billing, revenue management, professional services delivery and platform optimisation.

Ben’s approach

Ben takes a joined-up approach to solution design, recognising that finance, service delivery and CRM processes cannot be considered in isolation.

He works collaboratively with finance, operations, project delivery and customer-facing teams to understand how information and processes flow across the organisation. This enables him to design solutions that improve visibility, reduce manual effort and support better decision-making.

His broad Salesforce and Certinia experience means he can consider the full lifecycle, from sales opportunity and project delivery through to billing, revenue recognition, accounting and reporting.