Certinia

Professional Services Automation (PSA) for MSPs

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This platform functions as a extensive implementation and optimization solution designed to assist organizations in deploying, customizing, and streamlining enterprise resource planning (ERP) and professional services automation (PSA) systems. It offers features such as process redesign, data migration, real-time reporting, integration with existing enterprise systems, and long-term post-implementation support, enabling businesses to improve operational visibility, automate workflows, and make data-driven decisions. It is aimed at large or growing companies seeking to maximize the value of their enterprise software investments by ensuring successful system adoption, reducing deployment risks, and enhancing overall business efficiency.

Certinia can be found in Professional Services Automation (PSA) for MSPs categories.

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Certinia Main Features

• EndToEndView
  You can see all your service operations in one clear view.
• GuidedSelling
  They help you understand what to look for and expect, even if you don’t hire them.
• DataIntegration
  Your systems are connected smoothly so data flows easily without using old methods like sneaker-net.
• ExpertConsultants
  Their certified Salesforce and CPA consultants take a careful, realistic approach to your project.
• LearningResources
  Free guides are available to help you avoid mistakes when setting up Certinia.
• BusinessEfficiency
  They help your company run more smoothly and avoid common mistakes.
• RealTimeDataAccess
  You get immediate access to important data for better decision making.
• RevenueRecognition
  The system shows revenue when it’s earned, no matter the billing status.
• ProfessionalSupport
  They offer ongoing support to keep your Certinia system optimized.
• CustomSolutionDesign
  They help you create a specific plan and adapt the software for your company needs.
• ImplementationGuidance
  CLD Partners guides you through planning, designing, migrating data, and training to ensure a successful software setup.
• ReportingAndDashboards
  You can build and see helpful reports and charts quickly.
• ExperienceAndTrackRecord
  CLD Partners has over 10 years and 150 successful Certinia projects, showing their expertise.
• PostImplementationSupport
  The concierge services offer long-term help after you install Certinia to improve your system.
• BusinessTransformationHelp
  They help you change your business processes to make Certinia work better for you.

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