CBTS Technology Solutions
Customer Success Story
CBTS Technology Solutions achieves 50% faster time and expense reporting with Certinia
By replacing disjointed systems with Certinia on Salesforce, CBTS Technology Solutions unified project operations and gained 24/7 real-time visibility into customer performance.
Summary
By implementing Certinia Professional Services (PS) Cloud alongside Order, Procurement, & Inventory (OPI) solutions, CBTS Technology Solutions eliminated operational roadblocks and unified its core business operations. The organization unlocked complete visibility across multiple critical departments, enabling the infrastructure teams to automate everyday workflows and fuel sustainable growth.
Bio
CBTS Technology Solutions is a premier technology provider delivering end-to-end IT platforms, cloud connectivity, and specialized infrastructure services. The company empowers modern enterprises to optimize their technology to improve day-to-day operational efficiency.
Industry
Company Size
Large (1,000+ employees)
Results
Certinia helped unite business operations on a single platform, empowering CBTS to unlock real-time visibility and accelerate daily workflows.
The challenge for CBTS Technology
Turning operational obstacles into opportunities for growth
Before partnering with Certinia, a reliance on fragmented systems restricted operational efficiency at CBTS Technology Solutions. The lack of cohesive workflows limited transparency, directly affecting the company's forecasting capabilities.
Their primary pain points were:
- Disjointed processes: Adding numerous separate applications over the years caused data silos and fragmented corporate workflows across expanding departments.
- Inflexible supply chain software: The company's third-party supply chain management software lacked the reporting capabilities to handle inventory management.
- Unintegrated financial systems: Existing software failed to integrate natively with Salesforce, meeting only a fraction of the company's operational needs.
- Dull infrastructure: Combined technical limitations and bottlenecks left the company's vital Infrastructure Practice severely lacking.
- Unreliable sales forecasts: Disconnected application data made it impossible for leadership to hold the sales team accountable for accurate forecasting.
After relying on legacy systems, manual processes, and integration workarounds for years, CBTS Technology Solutions needed a more robust solution.
Certinia gives us a lot more flexibility to meet our customers' needs. We now have much more visibility into customer data, metrics and day-to-day operational insights.
How Certinia helps CBTS Technology
Deploying a native platform to centralize operations, automate workflows, and drive predictable growth
CBTS Technology Solutions chose Certinia to replace its technical infrastructure with a unified, Salesforce-native platform. By bridging the gap between disparate business units, this strategic shift provided the entire enterprise with a single source of truth for project delivery and resource management. As a result, CBTS gained the real-time operational insights and standardized workflows required to optimize resource utilization, accelerate delivery timelines, and serve customers more effectively on a global scale.
Unifying visibility for enterprise growth
By implementing Certinia Professional Services (PS) Cloud and Order, Procurement, & Inventory (OPI) solutions, CBTS Technology Solutions unlocked crucial cross-departmental visibility. Certinia provides the essential flexibility needed to support corporate expansion.
Driving efficiency
Nearly every business department now relies on the unified capabilities of Certinia PS Cloud to track customer accounts. With operational clarity, teams serve clients more efficiently, securing a strong competitive stance.
Standardizing processes
Successfully standardized and improved its daily workflows by embedding automated checks and balances across the business. Empowered by Certinia software, teams now generate cleaner data and more insightful reports to fuel better corporate decisions.
It's a game changer.
Certinia's impact on CBTS Technology
- Certinia’s Improved processes have directly increased employee satisfaction rates and boosted overall workforce productivity.
- Nearly 200 representatives can now rapidly generate quotes and produce accelerated revenue forecasts.
- And 4,000 users leverage Certinia PS Cloud, removing time-consuming administrative burdens.
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.
