Certinia Professional Services Cloud (PS Cloud)
Connect your people, projects and financials on Salesforce
Certinia Professional Services Cloud brings project management, resource planning and financial visibility together on the Salesforce platform, helping professional services organisations deliver projects more efficiently and profitably.
Professional Services Automation Native to Salesforce
Certinia PS Cloud (formerly FinancialForce PSA) connects your sales, project delivery and resource management processes on the Salesforce platform.
Instead of managing opportunities, projects and financial information across disconnected systems, your teams can work from shared information. Sales can see what’s happening with delivery, project managers can plan resources more effectively, and leadership gains a clearer view of project performance.
The result is better collaboration, fewer manual handovers and more control over the entire services lifecycle.
What Professional Services Automation from Certinia can do for you…
Connect your people and projects
Plan and manage your resources with a clearer view of skills, availability and project demand. Certinia PS Cloud helps you assign the right people to the right projects, balance workloads and make better use of your team’s capacity.
Perfect the sales-services handoff
Connect your sales pipeline with project delivery so teams can plan ahead. With opportunities, resource requirements and project information linked on Salesforce, you can reduce handover delays and make more informed decisions about upcoming work.
Deliver deep visibility and collaboration
Give project managers and stakeholders a clearer picture of delivery. Track progress, budgets, resource demand and potential risks in one place, helping teams spot problems earlier and keep projects moving.
Get a full view of project financial health
Understand how projects are performing financially, not just whether they’re on schedule. Certinia PS Cloud brings together project budgets, costs, revenue forecasts and billing information, helping you monitor profitability and make adjustments before small issues become bigger problems.
Submit time and expenses anytime, anywhere
Make it easier for your team to record time and expenses against the right projects. With information captured in Certinia PS Cloud, project managers gain better visibility of actual costs, resource utilisation and the work completed.
Reporting & analytics
Make better decisions with up-to-date information on projects, resources and financial performance. Certinia PS Cloud provides reporting and analytics to help you monitor utilisation, track project progress, understand profitability and forecast future demand.
Find out more about PSA
Find Out More
Whether you’re considering Certinia PS Cloud for the first time or looking to improve your existing Professional Services Automation setup, our consultants can help. Complete the form below or call us on 08456 525 625 to discuss your requirements.