Salesforce
Personalize every experience along the customer journey with the Customer 360.
Struggling to access real-time financial, inventory or project data due to siloed data sources? Do you manually manage core business processes such as expense management, resource allocations or order management?
If so, its time to digitally transform with Certinia’s Enterprise Resource Planning (ERP) and Professional Services Automation (PSA) solutions on Salesforce.
With a tailored made solution towards Professional Services businesses, we aim to help you navigate your everyday challenges from resource allocation across multiple projects to tracking project progress effectively.
Find out more about our tailor-made solution for professional services.
With a tailored made solution for Non-Profit organizations, we aim to help you navigate your everyday challenges from managing donations to ensuring transparency into financial transactions and project management.
Find out more about our tailor-made solution for NGO’s.
With a tailored made solution towards SaaS businesses, we aim to help you navigate your everyday challenges from managing financial operations, creating various billing types to ensuring optimal project delivery results.
Find out more about our tailor-made solution for SaaS businesses.
With a tailored made solution towards Logistics and Manufacturing businesses, we aim to help you navigate your everyday challenges from inventory management and time tracking to gaining visibility into the entire supply chain.
Find out more about our tailor-made solution for Logistics and Manufacturing businesses.
Streamlining your financial processes
Certinia’s ERP suite provides a centralized view of all financial data on the Salesforce platform. By connecting the front and back office, teams gain real-time visibility into financial performance and opportunities as well as identify and address potential issues quickly.
Make data-driven decisions
With Certinias PSA solution, management teams are able to work with a comprehensive solution on the Salesforce platform that not only manages projects, resources, time and billing but also improves and automates resource and project management enabling businesses to optimize their operations and drive growth.
Personalize every experience along the customer journey with the Customer 360.
Connect finance across your entire business with the #1 accounting solution on Salesforce.
When considering CRM and ERP solutions, businesses need a trusted partner to go with them on the digital transformation journey. As a Certified Salesforce Implementation Partner and Certinia EMEA Partner of the Year for 2020, 2021 and 2023 we know what is needed to help business scale and digitise sustainability and we’re ready to start this digital transformation journey with you.
Learn more about what its like to work with us here, or simply contact us to find out more.
With Salesforce and Certinia we bring together your front office and back office and give one view of your business, in real-time. Our mission is to enable our clients to focus on growing their business, not on the technology. This way we give you and your team real-time information across your business for better, faster, smarter decision making.
Run a predictive and efficient business.
Native to Salesforce, Certinia provides cloud-based solution that integrates PSA (Professional Services Automation) and ERP (Enterprise Resource Planning) capabilities. With PSA and ERP, businesses can optimize resource utilization through real-time visibility into resource availability, skills, and utilization rates.
Teams can also access real-time analytics and reporting enabling the business to gain insights into project performance, financial performance, and customer engagement. With a range of features and benefits, businesses can improve on project delivery, financial management and drive growth and profitability.