Salesforce
Customer Success Story
Salesforce delivers 1% revenue forecast variance with Certinia Professional Services Automation Software
Salesforce’s mission is to empower businesses to redefine customer engagement.
Summary
Salesforce’s mission is to empower businesses to redefine customer engagement. Slowed by project disconnects, the enterprise turned to Certinia’s Salesforce-native Professional Services Cloud and Services Estimator solutions. These provided the company a unified platform with end-to-end, real-time visibility, propelling Salesforce’s mission to new heights.
Bio
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Products
Addons
Industry
Company Size
Large
Results
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Overcoming project disconnects to deliver exceptional services
The Solution for Salesforce
Deploying a unified business automation software for professional services with end-to-end, real-time visibility
Certinia and Salesforce teams met to determine best-fit solutions for Salesforce’s goals and issues. These discourses resulted in Salesforce gaining a single platform that offered real-time visibility into the full lifecycle of every project—from initial sale to the end execution. From assignments and resource requests to full-cycle budgeting and managing billable hours, PS Cloud catered to every division’s needs, so no project customization was necessary. Moreover, Certinia’s Services Estimator helped boost Salesforce’s sales team’s efficiency.
Project creation and management automation
By using a single platform, Services Operations automated previously manual tasks, including entering hours, managing budgets, and allocating resources. The team saw mouse clicks for deal bookings drop by 72% and daily project creation soar to double the previous numbers.
They also experienced a bonus benefit: the operations team was free to focus more on building custom solutions, such as project management portals, and launches for external clients.
“Most customers don't want to worry about back-end systems, but they want them to be reliable, scalable, and they want their supporting partner to understand them.”
Data centralization
Moving operations to a unified business automation software provided Salesforce departments one source of truth. With a centralized database, the company experienced data consistency and addressed their presenting problems: limited visibility, data errors, time-consuming data extraction, fragmented divisions, and delays from having Services Operations act as the sole point of contact for all project queries.
Certinia's Resource Planner, a tool for finding, viewing, and managing resources, saved users several hours per week originally dedicated to data entry. By giving project managers visibility into hours entered versus hours assigned, the resource planner helped them track billable hours, manage resource forecasting, and adjust swiftly when budgets fell off track.
Plus, the planner generated monthly utilization calculations in real-time—a 100% decrease in time compared to Salesforce's previous record of two weeks.
Data centralization
Moving operations to a unified business automation software provided Salesforce departments one source of truth. With a centralized database, the company experienced data consistency and addressed their presenting problems: limited visibility, data errors, time-consuming data extraction, fragmented divisions, and delays from having Services Operations act as the sole point of contact for all project queries.
Certinia's Resource Planner, a tool for finding, viewing, and managing resources, saved users several hours per week originally dedicated to data entry. By giving project managers visibility into hours entered versus hours assigned, the resource planner helped them track billable hours, manage resource forecasting, and adjust swiftly when budgets fell off track.
Plus, the planner generated monthly utilization calculations in real-time—a 100% decrease in time compared to Salesforce's previous record of two weeks.
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