Average Ratings 1 Rating
Average Ratings 0 Ratings
Description
Certinia Professional Services Cloud is a Salesforce-native professional services automation platform built to connect every stage of the services lifecycle. The platform unifies sales, staffing, delivery, billing, financials, renewals, and customer outcomes in one system. Certinia helps organizations close the gaps between what was sold, who is staffed, how work is delivered, what gets billed, and how margins are protected. Veda AI adds a digital workforce that helps execute work across estimation, staffing, and delivery. Teams can use Veda to generate estimates from historical data, refine quotes, automate status updates, capture time, and support reporting. Certinia PS Cloud includes services estimation, resource management, project management, services billing, and services financials. The platform helps reduce time-to-staff, reclaim project manager hours, improve utilization, protect margins, and increase financial visibility. It is designed for service organizations that need real-time operational and financial data grounded in Salesforce. By combining PSA, AI agents, services estimation, resource management, project execution, billing, financials, and Salesforce-native orchestration, Certinia PS Cloud helps services businesses operate with more intelligence and control.
Description
If your organization is facing challenges with revenue recognition, you’ve come to the right destination! From dealing with unreliable spreadsheets and tedious audits to addressing revenue leakage and compliance hurdles, Tensoft Revenue Lens® is here to assist you! When OrthoFi, a technology-driven service for orthodontic practices, sought a reliable solution for their intricate revenue recognition demands, they chose Tensoft Revenue Lens as their partner. Check out the case-study video above to discover how Tensoft Revenue Lens effectively supported their evolving requirements and transformed their challenging audits into seamless experiences. Gain insight into how Tensoft Revenue Lens implements the new 'five-step model' in accordance with the ASC 606 and IFRS 15 revenue recognition standards, ensuring compliance and efficiency in the process. Additionally, this solution allows businesses to focus more on their core operations while enhancing financial accuracy.
API Access
Has API
No
API Access
Has API
No
Integrations
Certinia Financial Management Cloud
Yes
Expensify
Yes
Rootstock Cloud ERP
Yes
Salesforce
Yes
Salesforce Agentforce 360 Platform
Yes
Salesforce Agentforce Service
Yes
Workato
Yes
XCD HR and Payroll
Yes
Integrations
Certinia Financial Management Cloud
No
Expensify
No
Rootstock Cloud ERP
No
Salesforce
No
Salesforce Agentforce 360 Platform
No
Salesforce Agentforce Service
No
Workato
No
XCD HR and Payroll
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Certinia
Founded
2009
Country
United States
Website
www.certinia.com/solutions/professional-services-cloud/
Vendor Details
Company Name
Tensoft
Founded
1996
Country
United States
Website
www.tensoft.com
Product Features
Professional Services Automation
Billing & Invoicing
Yes
CRM
Yes
Client Portal
Yes
Collaboration Tools
Yes
Document Management
No
Portfolio Management
Yes
Project Management
Yes
Proposal Generation
No
Quote Management
No
Resource Management
Yes
Time & Expense Tracking
Yes
Product Features
Financial Management
Budgeting & Forecasting
No
Cash Management
No
Consolidation / Roll-Up
No
Currency Management
No
Financial Reporting
Yes
Investment Management
No
Project Management
No
Revenue Recognition
Yes
Risk Management
No
Tax Management
No