Avalara
Customer Success Story
Avalara simplifies the complex realizing 100%+ ROI with Certinia
Avalara struggled to manage data and workflows across 95 countries. By replacing fragmented systems with a unified platform built for rapid and predictable growth. Avalara connected teams and workflows.
Summary
Prior to implementing Certinia Professional Services (PS) Cloud, Avalara experienced manual data dependencies.To support aggressive expansion and manage workflows across 15 product lines, Avalara partnered with Certinia by embedding delivery and financial management directly into its native Salesforce environment. This foundational shift provided the teams with total visibility throughout the pipeline.
Bio
Avalara is a team of tax experts and technologists that helps 30,000 customers across 95 countries achieve compliance with transactional taxes through comprehensive, automated, cloud-based solutions.
Industry
Company Size
Large (1,000+ employees)
Results
Certinia helped move disconnected applications to a single source of truth, empowering Avalara to unlock substantial return on investment.
The challenge for Avalara
Breaking down project complexity and unifying systems
As Avalara grew quickly through organic growth and acquisitions, its professional services teams struggled with a variety of disconnected systems, realizing a need to manage product lines under one platform.
Their primary pain points were:
- Inaccessible data: Even with active system integrations, their teams found it difficult to access operational performance insights.
- Impractical spreadsheet tracking: Attempting to manually manage project deliverables within standalone spreadsheets was unsustainable.
- Delayed operational insights: Leadership relied on their team to manually retrieve and deliver performance metrics.
- Fragmented post-sale collaboration: A lack of structured visibility left cross-functional departments working in silos after contracts were completed.
- Resource constraints: Managing diverse skill requirements across different product lines became a barrier for efficient project kickoffs.
To ensure their continued growth, Avalara recognized the critical need for a unified, automated system integrated directly within its existing Salesforce platform.
Simple tools cannot solve complex problems. But the sophistication of Certinia allows for solving complex problems. The reward at the end of that can be very powerful.
How Certinia helps Avalara
Unifying the full engagement lifecycle to automate delivery and maximize visibility
To support its continued growth, Avalara knew it needed to standardize on a system that integrated with its Salesforce platform, where all orders and projects originate. By implementing Certinia Professional Services (PS) Cloud and leveraging both Professional Services Automation (PSA) and Revenue Management, Avalara gained the tools it needed to manage its complex professional services business.
Instant project creation
As soon as a sales representative places an order in the CRM, Certinia PS Cloud automatically initializes the project and gives the team assignments, allowing for nearly instantaneous project rollouts.
Real-time financial automation
Revenue metrics and performance data are calculated and tracked automatically, allowing for continuous visibility into potential budget or delivery problems.
Customer Record Visibility
By leveraging Certinia, Avalara establishes a clear view into the customer record from initial sale through implementation, allowing the sales, finance, and delivery teams to seamlessly collaborate through the entire lifecycle.
We really leverage Certinia for our go-lives, and being a very high-growth company, it's essential to have just the eyes on the implementations from all levels. It just allows us to just be able to further collaborate after the customer is signed up with Avalara.
Certinia's impact on Avalara
- Avalara leverages automated, skills-based routing to match complex tasks with the most qualified professional services teams.
- Rapidly identifies delivery bottlenecks and trends before they disrupt project schedules across 15 distinct service lines.
- Clear visibility into project workloads and overall status has significantly heightened employee productivity and increased revenue.
Unify resources, projects, and financials on a Salesforce-native PSA platform
Create high-impact results with data-driven insights. To see Certinia PSA in action, schedule a demo today.
