Certinia PSA
The #1 Professional Services Automation on Salesforce.
Overview
Certinia PSA, formerly FinancialForce PSA, is a customer-centric professional services automation solution. Built natively on the Salesforce platform, it provides a single view of a services business, from sales and service delivery to financial management. It helps organizations manage their people, projects, and financials in one integrated system.
✨ Key Features
- Project Management
- Resource Management
- Time and Expense Management
- Services CPQ (Configure, Price, Quote)
- Billing and Revenue Recognition
- Analytics and Forecasting
🎯 Key Differentiators
- Native to the Salesforce platform, providing seamless CRM integration
- Comprehensive services estimation and CPQ capabilities
- Strong financial management and revenue recognition features
Unique Value: Provides a single source of truth for services organizations by connecting sales, service delivery, and finance on the Salesforce platform.
🎯 Use Cases (4)
✅ Best For
- Managing large-scale consulting projects
- Optimizing resource utilization across a global workforce
- Connecting sales pipeline to project delivery and financials
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Small MSPs
- Companies not using Salesforce
🏆 Alternatives
Its native Salesforce architecture offers unparalleled integration with sales and CRM data, creating a more connected customer journey from opportunity to delivery.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Premier tier)
🔒 Compliance & Security
💰 Pricing
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