Automate and optimize your business processes for growth. Harness the power of Salesforce to take your business services company to the next level.
What is Certinia?
Certinia is a unique ERP system where the customer is completely central and it is the number one professional services automation (PSA) worldwide. It helps your organization to quickly convert demand into new revenue models. You automate various business activities and increase customer lifetime value.
Major changes are taking place in the market at a rapid pace, exposing the weaknesses in static business models. This prompts organizations to merge income streams from products, subscriptions and various services.
Those who thrive today are those who readily recognize new opportunities and respond to change. To do this you need a smart ERP system that helps your company to move easily with the needs of the customer.
Why Certina?
Whether your company offers products, services or a combination of the two, Certinia fits seamlessly with your business model.
Unlike other ERP applications, Certinia extends the value of your Salesforce applications, such as CRM, CPQ and Einstein, by uniting salespeople, service teams and back-office employees.
Running your business in a way that puts the customer first gives you valuable insights into all steps of the customer lifecycle. This stimulates the growth of your company.
With Certinia you can make the right decisions faster, connect the front and back office and use the best service automation.
Certinia solutions:
Reports and insights
Certinia delivers extraordinary datasets, dashboards and reports. These are supported by the leading BI platform Salesforce Einstein. This goes far beyond the basic business intelligence (BI) toolset. Real-time data on customer touchpoints and revenue streams is brought together. Smart analyzes then give you insight into opportunities and expectations for the future.
You no longer need to buy expensive standalone applications or hire data scientists to get results like this. Cumbersome, error-prone spreadsheets are also a thing of the past!
With your analytics on the same platform as your ERP solution, you do not constantly consult different databases. Reporting is both accurate and fast. And that despite the sophisticated, multidimensional analysis with millions of data points.
Global and detailed overviews are available, as well as individual transactions and invoices. This way managers can easily discover new opportunities!
Connection of front and back office
To get a turnkey company, you need to be able to manage the complete customer lifecycle in one system. Certinia makes this possible by collecting crucial data at every point of contact. Teams from different departments can access the same set of customer, project and financial data to better understand the revenue and cost indicators of key customer accounts.
Another bonus of Certinia: it is suitable for both large and small companies. An enterprise-grade system built to grow with you.
The best service automation
You have a complete overview of your company, thanks to Certinia’s number one Professional Services Automation (PSA).
Employees gain insight into sales, services and finances. Billing time is reduced and revenue recognition is faster. With everything on the Salesforce platform you increase customer satisfaction and strengthen your teams with real-time insight into projects and useful predictions.
With Certinia you have all your smart solutions in one place. And that hurts. Point solutions are not only inefficient, they are also very expensive! When you arrange everything for your company on the same platform, this saves IT costs. In addition, you can compare more diverse data and find opportunities for cross- and upselling.
Automated revenue streams
Well-known ERP systems and even many SaaS solutions are built only for physical products and optimized for production companies with a linear business process. But Certinia is a different kind of system. It gives you the flexibility and agility to deliver new services, or a combination of products and services. Whether you’re dealing with subscriptions, fixed-fee services, or a simple widget, all revenue streams are accommodated.
Certinia makes it easy to get your administration done, quickly and easily. It doesn’t matter what industry you are in. And it’s not just your bookkeepers who will be happy about that. Customers also experience smooth, personalized billing and payment in the way they feel most comfortable. Doesn’t matter what revenue stream it is. All this leads to greater customer satisfaction, lower DSOs and more accurate forecasts and reporting.
With all revenue streams flowing into the back-office AR system, it is possible to improve cash flow while reducing errors. And because the financial data is automatically mapped with the same customer data in your CRM, price and performance requirements also go upstream.
