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src="https://certinia.com/wp-content/uploads/2023/02/certinia-logo-1.svg" alt=""> </a> </div> <button class="close-menu-toggle"><i class="fa fa-times"></i></button> </div> <form role="search" method="get" class="mobile-search-form" action="https://certinia.com"> <input id="mobile-search" class="mobile-search" type="search" name="s" value="" placeholder="Search…" required> <img width="30" height="30" src="/wp-content/uploads/2023/02/icon-search.svg" alt=""></form><ul id="main-menu" class="main-menu group" role="menu"><li id="menu-item-79720" class="menu-item menu-item-top-level meganav menu-item-has-children" role="menuitem" aria-haspopup="true"><a class="menu-item-link ubermenu-item-layout-default " href="https://certinia.com/salesforce-native/">Why Certinia<span class="sub-menu-toggle" aria-label="Toggle Sub-menu"></span></a> <ul class="sub-menu sub-menu-level-1" role='menu' aria-hidden='true'><li class='menu-container'><ul class='menu-wrapper'> <li id="menu-item-79721" class="menu-item menu-item-level-2" role="menuitem"><a class="menu-item-link ubermenu-item-layout-default " href="https://certinia.com/salesforce-native/">Why Certinia</a></li> <li id="menu-item-356" class="menu-item menu-item-level-2" role="menuitem"><a class="menu-item-link ubermenu-item-layout-default " href="/learn/psa/what-is-professional-services-automation/">What is PSA</a></li> <li id="menu-item-353" class="menu-item menu-item-level-2" role="menuitem"><a class="menu-item-link ubermenu-item-layout-default " href="https://library.certinia.com/l/resource-center">Resource Center</a></li> <li id="menu-item-355" class="menu-item menu-item-level-2" role="menuitem"><a class="menu-item-link ubermenu-item-layout-default " href="/learn/erp/erp-systems/">What is ERP</a></li> <li id="menu-item-354" class="menu-item menu-item-level-2" role="menuitem"><a class="menu-item-link ubermenu-item-layout-default " href="/learn/">Learning Center</a></li> <li id="menu-item-357" class="menu-item menu-item-level-2" role="menuitem"><a class="menu-item-link ubermenu-item-layout-default " href="/learn/accounting/what-is-cloud-accounting/">What is Cloud Accounting</a></li> </ul><ul class="main-menu-cta"><li class="menu-item" role="menuitem"> <span class="h4">Why Certinia</span> <p>Everyone gets that CRM is essential. But today’s businesses also need a way to unify sellers with other key business functions, including professional services teams and traditionally back-office roles, such as accounting and finance.</p> </li></ul></li> </ul> </li> <li id="menu-item-348" class="menu-item menu-item-top-level meganav-multiple-level menu-item-has-children" role="menuitem" aria-haspopup="true"><a class="menu-item-link ubermenu-item-layout-default " href="/cloud-software-solutions/">Products & Solutions<span class="sub-menu-toggle" aria-label="Toggle Sub-menu"></span></a> <ul class="sub-menu sub-menu-level-1" role='menu' aria-hidden='true'><li class='menu-container'><ul class='menu-wrapper'> <li class="sub-heading">SOLUTIONS BY</li><li id="menu-item-98281" class="border-bottom menu-item menu-item-level-2 menu-item-has-children" role="menuitem" aria-haspopup="true"><a class="menu-item-link ubermenu-item-layout-default " href="#">Business Outcome<span class="sub-menu-toggle" aria-label="Toggle Sub-menu"></span></a> <ul class="sub-menu sub-menu-level-2" role='menu' aria-hidden='true'> <li class="sub-heading">BUSINESS OUTCOMES</li><li id="menu-item-98282" class="menu-item menu-item-level-3" role="menuitem"><a class="menu-item-link ubermenu-item-layout-default " href="/business-outcome/improve-cash-flow/">Improve Cash Flow</a><ul class="main-menu-cta"><li class="menu-item" role="menuitem"> <span class="h4">Improve Cash Flow</span> <p>Certinia’s solutions can streamline your cash flow, giving you flexibility to invest in your organization and capitalize on business opportunities.</p> <div class="wp-block-buttons"> </div> </li></ul></li> <li id="menu-item-98283" class="menu-item menu-item-level-3" role="menuitem"><a class="menu-item-link ubermenu-item-layout-default " href="/business-outcome/keep-projects-profitable/">Keep Projects Profitable</a><ul class="main-menu-cta"><li class="menu-item" role="menuitem"> <span class="h4">Keep Projects Profitable</span> <p>With Certinia’s solutions, you can track a project’s path in real time and make course corrections that not only ensure, but optimize, profit margin.</p> <div class="wp-block-buttons"> </div> </li></ul></li> <li id="menu-item-98284" class="menu-item menu-item-level-3" role="menuitem"><a class="menu-item-link ubermenu-item-layout-default " href="/business-outcome/optimize-employee-utilization/">Optimize Employee Utilization</a><ul class="main-menu-cta"><li class="menu-item" role="menuitem"> <span class="h4">Optimize Employee Utilization</span> <p>With Certinia’s solutions, you can better understand resourcing and skill needs based on your actual project pipeline, then forecast, plan, and manage your resources with certainty.</p> <div class="wp-block-buttons"> </div> </li></ul></li> <li id="menu-item-98285" class="menu-item menu-item-level-3" role="menuitem"><a class="menu-item-link ubermenu-item-layout-default " href="/business-outcome/drive-employee-satisfaction/">Drive Employee Satisfaction</a><ul class="main-menu-cta"><li class="menu-item" role="menuitem"> <span class="h4">Drive Employee Satisfaction</span> <p>With Certinia’s solutions, you can get the best out of your employees and consultants by keeping them fully engaged and focused on work they love to do.</p> <div class="wp-block-buttons"> </div> </li></ul></li> <li id="menu-item-98286" class="menu-item menu-item-level-3" role="menuitem"><a class="menu-item-link ubermenu-item-layout-default " href="/business-outcome/drive-customer-satisfaction/">Drive Customer Satisfaction</a><ul class="main-menu-cta"><li class="menu-item" role="menuitem"> <span class="h4">Drive Customer Satisfaction</span> <p>With Certinia as your single source of certainty, you can link all activities on a single platform, leading directly to higher customer satisfaction.</p> <div class="wp-block-buttons"> </div> </li></ul></li> </ul> </li> <li class="sub-heading">PRODUCTS</li><li id="menu-item-402" class="menu-item menu-item-level-2 menu-item-has-children" role="menuitem" aria-haspopup="true"><a class="menu-item-link ubermenu-item-layout-default " href="/professional-services-cloud/">Professional Services Cloud<span class="sub-menu-toggle" aria-label="Toggle Sub-menu"></span></a> <ul class="sub-menu sub-menu-level-2" role='menu' aria-hidden='true'> <li class="sub-heading">PROFESSIONAL SERVICES CLOUD SOLUTIONS</li><li id="menu-item-409" class="menu-item menu-item-level-3" role="menuitem"><a class="menu-item-link ubermenu-item-layout-default " href="/professional-services-cloud/cpq/">Services Estimator</a><ul class="main-menu-cta"><li class="menu-item" role="menuitem"> <span class="h4">Services Estimator</span> <p>Seamlessly prepare compelling estimates that are both competitive and profitable. Transform estimates directly into resource requests and projects. Deliver against your company’s business goals and financial targets.</p> <div class="wp-block-buttons"> </div> </li></ul></li> <li id="menu-item-404" class="menu-item menu-item-level-3" role="menuitem"><a class="menu-item-link ubermenu-item-layout-default " href="/professional-services-cloud/automation/">Services Automation</a><ul class="main-menu-cta"><li class="menu-item" role="menuitem"> <span class="h4">Services Automation</span> <p>Improve project profitability and resource utilization with Certinia’s professional services automation solution. Keep projects on time, customers happy, and reports updated–all on the leading business cloud platform from Salesforce.</p> <div class="wp-block-buttons"> </div> </li></ul></li> <li id="menu-item-405" class="menu-item menu-item-level-3" role="menuitem"><a class="menu-item-link ubermenu-item-layout-default " href="/professional-services-cloud/resource-management/">Resource Management</a><ul class="main-menu-cta"><li class="menu-item" role="menuitem"> <span class="h4">Resource Management</span> <p>Optimize the deployment of your most valuable asset–your people–and enjoy strong resource utilization rates, employee satisfaction rates, and customer success rates. Understand your resourcing and skill needs based on your actual pipeline and backlog.</p> <div class="wp-block-buttons"> </div> </li></ul></li> <li id="menu-item-406" class="menu-item menu-item-level-3" role="menuitem"><a class="menu-item-link ubermenu-item-layout-default " href="/professional-services-cloud/billing/">Services Billing</a><ul class="main-menu-cta"><li class="menu-item" role="menuitem"> <span class="h4">Services Billing</span> <p>Say goodbye to complex billing issues. Whether you deal in time and materials (T&M), subscription-based contracts, fixed-fee services, or a blend of these, you’re free to develop pricing and billing models tailored to your customers’ needs.</p> <div class="wp-block-buttons"> </div> </li></ul></li> <li id="menu-item-407" class="menu-item menu-item-level-3" role="menuitem"><a class="menu-item-link ubermenu-item-layout-default " href="/professional-services-cloud/revenue-management/">Services Revenue Management</a><ul class="main-menu-cta"><li class="menu-item" role="menuitem"> <span class="h4">Services Revenue Management</span> <p>Reduce revenue leakage and automate revenue recognition. With a single database, automated processes, and powerful forecasting tools, ensure that nothing falls through the cracks.</p> <div class="wp-block-buttons"> </div> </li></ul></li> <li id="menu-item-408" class="menu-item menu-item-level-3" role="menuitem"><a class="menu-item-link ubermenu-item-layout-default " href="/professional-services-cloud/analytics/">Services Analytics</a><ul class="main-menu-cta"><li class="menu-item" role="menuitem"> <span class="h4">Services Analytics</span> <p>Run a more predictable and efficient services business, tackle your most pressing challenges with certainty, and exceed customer expectations with purpose-built analytics that understand the business of services.</p> <div class="wp-block-buttons"> </div> </li></ul></li> <li id="menu-item-410" class="menu-item menu-item-level-3" role="menuitem"><a class="menu-item-link ubermenu-item-layout-default " href="/professional-services-cloud/communities/">Services Communities</a><ul class="main-menu-cta"><li class="menu-item" role="menuitem"> <span class="h4">Services Communities</span> <p>Services teams that can best collaborate and communicate with partners and customers perform better. 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