The new Global Service Dynamics report explores what 1000+ services orgs view as their greatest threats & growth opportunities on the path to profitability ➡️ https://bit.ly/4aTFlpr Whether it's navigating economic fluctuations or leveraging the power of #AI, the inaugural report is your ultimate guide containing fresh data and actionable strategies to help you GSD...... #GetServicesDone! #GSD2024 #ProfessionalServices #ProServ
Certinia
Software Development
San Jose, CA 34,955 followers
Certinia is the platform for services business, connecting everything from opportunity to renewal.
About us
Certinia (formerly FinancialForce) delivers a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and delivery to customer success management and financial planning and accounting. The company’s Professional Services Automation (PSA), Customer Success, and ERP solutions—delivered on Salesforce’s leading cloud platform—provide the ability to run a connected services business, deliver with intelligence, and achieve business agility. Headquartered in San Jose, California with offices around the world, Certinia is backed by Haveli Investments, General Atlantic and Salesforce Ventures. For more information, visit www.certinia.com.
- Website
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http://www.certinia.com
External link for Certinia
- Industry
- Software Development
- Company size
- 1,001-5,000 employees
- Headquarters
- San Jose, CA
- Type
- Privately Held
- Founded
- 2009
- Specialties
- Cloud ERP, Professional Services Automation (PSA), ERP, Cloud Accounting, SaaS, Salesforce.com, Salesforce1 Platform, Revenue Recognition, Billing, Financial Management, Business Applications, Services-as-a-Business, and Professional Services
Locations
Employees at Certinia
Updates
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⚖️ The most successful services businesses are masters at balancing growth, sustainability, and profitability. But how do they do it? On our blog, Rob Harrison shares three strategies to help you strike this balance to optimize project delivery — and here's a sneak peek: 1️⃣ Optimize #ResourceUtilization to ensure the right skills at the right time (and cost) 2️⃣ Foster collaboration and reduce errors with integrated software systems 3️⃣ Build organizational resilience and adapt quickly to challenges for long-term success Read more in the new blog post! ➡ https://bit.ly/4bEO0vy #ProfessionalServices #BusinessGrowth
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🥁 Drumroll, please! Certinia CS Cloud recently took home bronze in The Stevie® Awards for Technical Innovation of the Year! https://bit.ly/3K3dSG8 CS Cloud improves satisfaction and renewal rates by orchestrating the implementation of your #CustomerSuccess best practices end-to-end, enterprise-wide, on your customer platform of record — Salesforce. Sign up for a demo of the *award-winning* CS Cloud 🏆 and see what it's all about! https://bit.ly/4eX4ceu #ProfessionalServices #AmericanBusinessAwards
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As services orgs pivot from relentless growth to profitability, sharing info seamlessly across sales 🔀 support 🔀 service 🔀 CS 🔀 and finance is key to success. So what's the most efficient method — avoiding the potential for data errors, revenue leakage, and increased business risk? Easy: combine the power of your #CRM + #ERP + #PSA solutions.💡 On our blog, Andy Campbell explains how combining your CRM with operational and finance systems that are native to the same platform can support profitability by increasing efficiency, resource allocation, and margins: https://bit.ly/3xoOqrR #ProfessionalServices #Sales
Connecting the dots for seamless services delivery | Certinia
https://certinia.com
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5 things you'll learn from joining our virtual roundtable TODAY with real world customers Greenphire and Flexo Concepts 👀 ⏬ 1️⃣ How to improve cash flow and collections 2️⃣ Strategies for optimizing resource management 3️⃣ How to kick the spreadsheet habit 4️⃣ How to automate the handoff between sales and services 5️⃣ Which business processes are ripest for automation (and how to start) Register now! https://bit.ly/45JrArJ #ProfessionalServices #Sales #Automation #Collections
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Our Customer Success team doesn’t just provide support... they provide superpowers! 🦸♀️🦸♂️ Whether it’s ensuring smooth sailing or enhancing your services org, our CSMs' expertise and dedication turn every interaction into a value-driven experience. Huge thanks to Gemma Booth and the interactive investor team for sharing the impact of our collaborative approach! #CustomerSuccess #ProfessionalServices #Teamwork
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👀 I spy, with my little eye... LOTS of Certinia customers on this list! 🏆 Thanks for putting this together, Consultancy.com.au! #ServicesMeanBusiness #Consulting #ProfessionalServices
What are ANZ’s top consulting firms for data science and AI? We assessed 1,000+ firms – these are the leaders » https://lnkd.in/e2M37pYQ
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“If you don’t know where you are going... you will probably end up somewhere else.” — Lawrence J. Peter (The Peter Principle) Thanks for sharing Seleen McKinnies!
By now, the imperative to deploy AI should be obvious for #ProfessionalServices orgs. The challenge is now two-fold... 1) understanding how to measure your current #AI maturity level to determine where you're currently at (and where you want to go) 2) understanding what's preventing you from getting there 🚧 In Forbes, DJ Paoni shares a five-step #PragmaticAI Maturity Model to help you plot a course for successful AI investments and deployments that will enhance your growth and ensure your survival ➡ https://lnkd.in/gyeD2vGC
Council Post: Charting The Course For Pragmatic AI Adoption
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PSO leaders know that adopting #AI is a strategic imperative. But how do you assess your current level of AI proficiency, and what's your blueprint for long term success? In his new article on Forbes, our CEO DJ Paoni guides #ProfessionalServices leaders on how to chart the course for a successful pragmatic AI journey. #PragmaticAI #Leadership
Embracing #AI is crucial for the future survival of your business. But let’s be real: driving successful AI adoption isn’t a linear path. With all the hype, it can be easy to make hasty decisions or investments in areas that don’t really add long-term value. The key is leading your organization through a strategic AI transformation process — without biting off more than you can chew at any given time. In my new article on Forbes, I discuss what a pragmatic approach to AI adoption looks like, and how you can assess your organization's AI readiness using a five-step maturity model. Check it out and learn how #PragmaticAI principles can help you make the most of AI and shape a successful future. Let me know in the comments what you think and what you found most helpful! https://lnkd.in/gm2zASyw #ProfessionalServices #AIAdoption
Council Post: Charting The Course For Pragmatic AI Adoption
social-www.forbes.com
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As CEO DJ Paoni notes in Forbes Technology Council, putting the customer first in your #Data strategy is essential to fully benefit from #AI.💡 Learn how to adopt this approach to enhance your customer relationships to unlock business growth.
Looking to build a data-first culture? My two-cents: prioritize and build around the #CustomerExperience. I was happy to share my perspective with Forbes on the best ways to establish a data-first corporate culture — so you can make better decisions, manage risk, and improve the experience and success your customers have with you: https://bit.ly/3xG0Xr1 #Leadership #Data #CX
Council Post: Data-First Culture: 20 Top Challenges (And Expert Solutions)
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