Certinia ERP
1 Review 5/5 ★ ★ ★ ★ ★Certinia (formerly FinancialForce) is a an ERP that tightly integrates with Salesforce. Certinia is especially optimized for professional services companies.
Product Overview
Formerly FinancialForce, Certinia offers a comprehensive Services-as-a-Business platform that integrates and powers various aspects of service operations, including estimation, delivery, customer success management, financial planning, and accounting. It’s built on the Salesforce platform, providing a user-friendly interface and seamless integration with Salesforce tools.
Key features include professional services automation to improve project profitability, resource management for optimizing staff deployment, and innovative billing solutions for various pricing models. Additionally, Certinia’s ERP system enhances overall business efficiency, helping companies manage their global operations more effectively and adapt to new business models with ease.
Pros
- Sleek, modern user interface
- Native Salesforce integration
- Modular implementation for service-based businesses
Cons
- Initial learning curve
- Configuring permissions can be cumbersome
Target Market
Mid to large-sized professional service firms and project-based businesses that use Salesforce and need an ERP to integrate financials and PSA.Not Recommended For
Small businesses looking for a basic PSA system, or non-service-based companies.Video Overview
Key Features
Certinia combines professional services automation, financials, and CRM (Salesforce) onto one ERP platform. Key features include:
Professional Services Automation
- Project Management: Track project statuses from initial estimates through the final invoice. Use Gantt charts to stay on top of progress while tracking expenses and finances to stay under budget.
- Resource Management: Assign the right people to every job with skills matching. See employee utilization to lower bench time and burnout.
- Estimates: Create accurate and detailed service estimates. Match capacity with demand, forecast billings, and drive profits with higher margins and realistic budgets.
- Service Billing: Centralize billings of all types, like T&M, subscriptions, or fixed fee. Connect to Salesforce for consistency for every client.
Financial Management
- Core Accounting: manage your GL, AR/AP, and invoicing from one place.
- Procurement: Manage spend, enforce policies, and manage contracts.
- Analytics: Customize dashboards to analyze KPIs, plan budgets, and forecast demand for business strategy.
Salesforce CRM
- Customer Analytics: See which customers have the most spend, and use insights to reduce the cost to service to increase value.
- Success Planning: Create customer success plans to ensure they’re getting the best value from your service.
- Database: Store all your prospects and current customers on one central database for easy access and reference.
Industries
Certinia can be used by several project-based industries, including:
- Consulting
- IT Services
- Software Development
- Financial services & accounting
- IT Hardware
Pricing
- Starts at $175/user/month for core user access to all features
- Executive users start at $125/month for read-only access
- Sales users are only $10/month for access to view some data
Certinia requires a minimum number of users and will be priced based on license type, modules, and a variety of discounts available, A small business can expect to pay around $9,000 annually to use Certinia.
Product Overview
Developer Overview
User Reviews of Certinia ERP
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Certinia ERP Review
It enables companies to manage their money from the time the prospect is identified all the way through to the A/P process. The reporting features alongside Salesforce create automated and efficient data at your fingertips. I really like everything being on one platform.
Pros
That it is on the force.com platform.
Cons
Importing of data from other platforms.
