Customer-centric ERP & PSA applications
built on the Salesforce platform.

ERP & PSA applications
built on the Salesforce platform.

Embrace technology to reshape your operating landscape and reap the benefits of improved productivity, higher efficiency, and increased cost savings.

Our team was the first to provide end-to-end implementations of Salesforce + Certinia (formerly FinancialForce) for total integrated solutions – all built on the Salesforce Platform. We understand your business inside and out to design a customer-centric ERP that modernizes your back-office business processes.

We leverage our long track record working with Certinia and our deep business domain expertise to ensure you have the right solution the first time. Our team supports the entire lifecycle of your business, from sales to finance, to supply chain, to professional services to service and support. We’ll configure Certinia especially for you with the highest user adoption rates from any partner.


100% native to Salesforce

Professional Services Cloud – streamline resource management and improve revenues

Empower your teams for better resource management and customer satisfaction.

Leveraging the power of the Salesforce platform, PSA enables the unification of your business across sales, services, finance and revenue.  Mobile and social tools keep projects on time and reporting up to date. Manage your team, customers, projects, and financials in a single application.

ERP Cloud – solve complex revenue challenges

Realize revenues faster by streamlining the way you sell, book, build, ship and collect cash.

Run accounting, billing, revenue, and more on the #1 business cloud. Best practices for your project are engineered by the CPA’s, accountants, tax experts, supply chain and logistics savvy professionals we hire.  Each employee is uniquely trained and has the experience to solve the issues your business is facing.

CS Cloud – engage your stakeholders to transform customer success

Improve your customer satisfaction by connecting your sales, PS, support, and finance teams.

By using Salesforce as your customer platform of record, you can unlock deeper customer insights and analytical excellence, improve customer satisfaction, and orchestrate the implementation of your customer success best practices end-to-end, enterprise-wide. With a complete consolidated view of every customer’s journey, you can leverage customer insights to ensure success and engage the right resources across the organization.

Our Certinia solutions

offerings include:

Professional Services Cloud

PSA (Services Automation)

Improve visibility and insight across sales, services, delivery, and finance.

Resource Management

Visibility and tools for better resource forecasting, planning, and management.

Services Analytics (Core or Advanced)

Basic and advanced options to get in-depth data and business analytics.

Services Communities

Tools to interact and help manage interactions with your customers and partners.

Services CPQ

A solution that improves quoting accuracy, efficiency, and delivery.

Services Billing

Configurable tools to simplify services-based billing.

Services Revenue Management

Automation and tools designed for better revenue forecasting and management.

ERP Cloud


Automate real-time financial analysis, modeling, and compliance reports.

Billing Central

A solution for accurate and efficient subscription and usage billing management.

Financial Management

Unified datasets and tools for better financial planning, analysis, and outcomes.

Revenue Recognition

Improve compliance and gain accurate revenue recognition for unlimited revenue models.

ERP Communities

Functionality for customer self-service billing and payments.

ERP Analytics (for Financial Management)

ERP-focused analytics and reporting solution for better metrics and decision making.

Order & Inventory (OPI)

Simplify the order-to-fulfillment process and improve inventory visibility and management.

Procurement (OPI)

Control spend, procure to pay, and contracts; easily access up-to-date pricing/catalog data.

Customer success cloud - Certinia

Customer Success Cloud

Stakeholder Engagement

Identify and engage the right resources in your org to enable close collaboration to achieve customer success.

Customer Analytics

Consolidated view of the complete customer journey, from touchpoints and critical insights, to cost of service and impact of monetization efforts.

Success Playbooks

Operationalize your customer success best practices through standardized playbooks triggered off key customer activities.

People Management on Platform

Ready to connect and take the lead in your industry?