Improved operational scalability by unifying sales, services, and finance on a single platform—enabling seamless growth and acquisition readiness
Salesforce and Certinia
Key Improvements
50% reduction in invoicing-to-payment cycle time, significantly improving cash flow predictability
Improved financial visibility and planning accuracy by replacing spreadsheet-based forecasting with real-time, on-platform revenue forecasting.
“Great knowledge of the product, always available and flexible with us whenever issues arose. Many thanks to the whole team!”
— VP, Operations and Integration
The Challenge
They relied on disconnected systems and spreadsheets to manage sales, delivery, and finance. This limited visibility, slowed billing cycles, and made it difficult to scale operations or onboard acquisitions efficiently.
Pain Points
- Manual quoting and spreadsheet-driven processes
- Poor visibility into project progress and resourcing
- Inconsistent invoicing and delivery alignment
- Long order-to-cash cycles
Requirements
- A single unified platform
- End-to-end visibility for all stakeholders
- Accurate, real-time financial and delivery data
- Scalable architecture for acquisitions
The Solution
To streamline operations and prepare for scalable growth, Diabsolut implemented the full Certinia suite on Salesforce, replacing fragmented tools and manual processes with a unified, best-practice-driven platform. By deploying Certinia PS Cloud, Analytics, Accounting, Billing Central, and Revenue Management alongside Salesforce Sales Cloud and Experience Cloud, the organization established a single system of record across sales, services, and finance—strengthening financial control, forecasting accuracy, and end-to-end visibility.
The transformation was supported by structured user training, change management, and advanced quoting configuration to accelerate adoption and maximize out-of-the-box value. Phase one focused on platform consolidation, with future plans to implement Certinia Services Estimator and further realign security to support evolving governance and compliance requirements.
Products Implemented
The Results
By consolidating sales, services, and finance onto a single platform, this PS / IT solution provider transformed fragmented, spreadsheet-driven processes into a unified, scalable operating model. Standardizing services operations within one governed environment delivered real-time financial visibility, improved forecasting accuracy, and stronger cash flow performance—creating the operational control and scalability needed to support acquisitions, future growth, and a more consistent customer experience.
Results at a Glance
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Replaced spreadsheet-based, off-system revenue forecasting with on-system Certinia Services forecasting, improving visibility into expected and confirmed revenue
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Reduced days from invoicing to payment by 50%, strengthening cash flow predictability
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Unified teams on a single Salesforce and Certinia instance, including successful onboarding of a new acquisiton department within the organization’s environment
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Improved contractor and resource utilization through secure, role-based Community and Certinia access for time and expense submission
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Established a scalable, governed foundation to support acquisitions, growth, and ongoing financial oversight