Professional
Services
Automation

Keep projects on time and profitable, customers happy, and reports up to date with the top professional services automation (PSA) solution on the Salesforce platform

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143

Average revenue

23

Average discount on contracts

39

Average win ratio

Driving to Success Methodology

At Cross Cloud Partners, we believe that mastering Certinia PSA is like learning to drive a car. Our Driving To Success methodology ensures that your team gains confidence and proficiency in using Certinia PSA, just as a driving instructor guides a student toward becoming a skilled driver.

Our expert consultants serve as instructors, teaching your team how to navigate projects, optimise resources, and steer financials within Certinia PSA. We start with structured guidance, providing hands-on learning and best practices, and progressively empower your team to take the wheel.

Through real-world scenarios, practical coaching, and step-by-step instruction, we ensure your business drives toward efficiency, scalability, and success so that when the training ends, your team is in full control, confidently accelerating towards business growth.

Key Features

Perfect Sales-Delivery Handoff

With Salesforce CRM and Certinia PSA on the same platform, opportunities instantly translate into service engagements. Empower sales teams with real-time insights about project statuses, resource availability, and more. Connect sales and delivery, and everybody wins.

Reporting & Analytics

Real-time dashboards and reports give you all the data you need, including actuals, expenses, assignments, milestones, resource requests, backlog, and more. Get complete visibility into the information you need to efficiently deliver on projects and accurately forecast future business

Decisions Made With Certainty

Automate and streamline processes across every aspect of your business from sales and delivery to billing and revenue management. Track everything, including billing and expenses in multiple currencies, and automate compliance with new revenue recognition rules.

Powerful Forecasting

Optimize resource planning and project profitability with hyper-accurate forecasting and insight capabilities built-in. Get unmatched visibility into every dollar recognized and planned. Build staffing models geared to drive higher margins, quicker delivery, and better customer satisfaction.

Benefits

Increased Utilization

Using Certinia PSA with Salesforce helps delivery teams streamline processes across the board. Third-party analyst firms, including Service Performance Insight, have found that organizations with integrated PSA and CRM systems see boosted metrics.

Increase in year-over-year revenue growth

Reduced sales cycle (qualified lead to contract signing)

Increased pipeline and revenue per project

Services Community

Optimize your customer and partner interactions with Certinia Services Community. As your project management hub, Services Community lets you share project-related information and status updates, get time and expenses entered straight into the system, and keep track of critical financial data.

Connect to Salesforce Chatter for real-time updates

Collaborate from any device on shared documents

Customize for a completely branded experience

Analytics & Predictability

Certinia Services Analytics provide visibility and insights into billings, backlog, capacity, and utilization. Combining these analytics with the broadest set of delivery data available in the market gives your business a clear view into future growth.

Get a deeper understanding of overall business health

Increase predictability with clearer views into forecast, backlog, and utilization

Surface and manage KPIs to fuel business growth

Salesforce Platform

Natively built on the Salesforce platform, Certinia PSA gives you the scalability and flexibility of the world’s #1 cloud platform. So instead of maintaining your IT stack, you can focus on serving customers and growing the business.

Enjoy a sleek, easy-to-use, and secure user experience

Tap into AppExchange, the world’s leading business app marketplace

Leverage the future of reporting and analytics

Social Collaboration

Native to the Salesforce platform, Certinia PSA includes support for Chatter collaboration tools right out of the box, allowing delivery teams to share insights, attach documents, or note anything related to a project.

Bring Facebook-like collaboration functionality to project delivery

Create project groups and discussion

Empower teams to use mobile devices

Resource Management

Bring people and project data together with Certinia and ADP (or your existing HR system), manage all your worker data in one place.

Increase margins and revenue through a unified view of your people, skills, and projects

Update calendars and timecards automatically

Bridge the payroll register to your general ledger

Time & Expenses

Highly configurable and easy to use, Certinia PSA makes it easy for teams to complete administrative tasks, submit time and expenses.

Time entry available via Salesforce1 app

Get mobile time and expense entry for iPhone/Android

Set up flexible approvals and routing

About Us

Cross Cloud Partners is a Salesforce Partner operating in the Asia Pacific Region. The company is a dynamic and fast-growing organisation with a mission to enable our Customers to UNLEASH THE POWER OF POSSIBILITIES to achieve commercial aspirations through the development and implementation of Salesforce technologies.
For more information, www.crosscloudpartners.com/psa-quickstart

Professional Services Automation