Certinia SmartStart Implementation
A fixed-price starting point for financial management on Salesforce
Certinia SmartStart Package
Certinia SmartStart is a packaged implementation for businesses with straightforward financial management requirements.
With a defined scope and fixed implementation cost, it gives your finance team a clear starting point for moving onto Certinia. Configuration, data preparation and training focus on the essentials covered by the package.
Before recommending SmartStart, we review your requirements to establish whether it fits. The package is designed around a single company and single currency. More complex accounting structures, integrations or additional functionality may need a tailored implementation.
Why choose Certinia SmartStart?
- A fixed implementation price for an agreed scope
- Defined deliverables to help you plan the project
- Established configuration and template options
- Training to help your finance team get started
- Support during the initial period after go-live
We help you understand what the package covers, what your team needs to prepare and whether any additional work should be scoped separately.
Winners of the Certinia Customer Delivery Excellence Award 2025 – International
Xenogenix is proud to have been awarded the Certinia Customer Delivery Excellence Award 2025 – International.
This recognition reflects our consistent delivery quality, strong customer satisfaction scores and the depth of expertise across our certified consultants.
For our customers, this means more than a badge – it means confidence. ERP and PSA implementations carry real operational and commercial risk, and our focus is always on predictable outcomes, clean data, and a system your teams can rely on from day one.
We don’t just implement Certinia; we help organisations successfully move their finance and professional services operations onto the Salesforce Platform with clear processes, minimal disruption, and long-term scalability.
When you work with Xenogenix, you’re partnering with a team recognised by the vendor itself for the way we deliver projects and support customers beyond go-live.
What’s included in Certinia Financial Management SmartStart?
Financial management setup
- Assessment of existing Salesforce data for suitability
- Single-company, single-currency configuration
- Selection of a chart of accounts from our library
- Standard Certinia reporting
- Configuration to create a sales invoice from a Closed Won opportunity
Documents and opening data
- Conga Composer configuration for financial documents, including sales ledger documents and purchase orders
- Selection of document templates from our library
- Migration of opening balances and open invoices
Training and initial support
- Fundamentals training for one user, with additional users available
- Two days of advanced training delivered on-site
- Two weeks of unlimited support during the stated 9–5 support hours, starting at go-live
Travel and expenses for on-site training are charged at cost.
Custom requirements, additional modules and integrations can be discussed and scoped separately.
Contact us for a more in-depth list of deliverables included within our Certinia Smartstart package, or to discuss your bespoke requirements
Talk To Us About Getting Started
Considering Certinia SmartStart for your finance team? Complete the form to request the detailed package scope and discuss your requirements, preparation and preferred timescales. Alternatively, call us on 08456 525 625.