Jellyfish
Customer Success Story
Jellyfish unifies 30 global offices across 17 countries with Certinia
By connecting lead generation to billing on Salesforce using Certinia, Jellyfish eliminated operational silos to drive cost-effective growth across its international digital marketing agency.
Summary
Prior to implementing Certinia, rapid growth across multiple continents exposed the limitations of Jellyfish’s disconnected legacy tools. By moving to Certinia Professional Services (PS) Cloud and utilizing Services Analytics, Jellyfish automated its business workflows and established unification across all international accounts. This native system allows the enterprise to protect its project margins and scale efficiently for future growth.
Bio
Jellyfish is a leading digital communications and media manager for hundreds of clients around the world. They specialize in unifying data, creative strategy, and media buying to drive measurable success for modern enterprises.
Industry
Company Size
Large (1000+ employees)
Results
Consolidating international operations onto Certinia removed delivery blind spots and unlocked cost-effective global growth.
The challenge for Jellyfish
Breaking through the limits of fragmented project systems
As Jellyfish grew its international workforce, its disconnected project management system failed to keep pace with organization’s demands. This fragmentation produced isolation across multiple divisions.
Their primary pain points were:
- Inefficient global scaling: As Jellyfish expanded from 60 people to over 1,200 employees globally, its previous project management software solution could not keep up.
- Disconnected systems: Project and client information were captured in completely separate systems, creating friction for everyday users.
- Inaccurate revenue forecasting: Because critical business data was highly fragmented, Jellyfish struggled to accurately forecast revenue.
- Obscured project health: Isolated platforms made it hard to determine project status and delivery health for hundreds of clients around the world.
- Lack of automation: The absence of integrated systems restricted efficiency, forcing the company to find a solution with native connectivity.
Reaching a critical turning point, Jellyfish required an enterprise-grade solution equipped with built-in connectivity to keep up with their global workforce.
With workflow efficiencies, automation opportunities, and integrated data driving business decisions, Certinia does not feel like additional cost but more like a cost-saving exercise for our organization.
How Certinia helps Jellyfish
Deploying an enterprise-grade service integration layer
With Certinia’s PSA solution, Jellyfish bridges the operational visibility gap, automating processes from initial lead tracking directly to final billing. Replacing disconnected API integrations, eliminated fragmented workflows and helped Jellyfish gain the agility required to enhance project delivery and scale efficiently.
Native salesforce integration
In contrast to restrictive API integrations offered by other vendors, Certinia is the system of record for all of Jellyfish's client-related processes. This native platform eliminates complex data syncing, ensuring that international teams work within a secure and unified environment.
End-to-end automation
Jellyfish can now automate all of its business processes, connecting everything from initial lead generation to final billing. With just one click, an employee can turn a Salesforce notification into a live, fully structured new project.
Enhanced client visibility
The platform enables Jellyfish to grant clients direct visibility into project deliverables, upcoming milestones, and budgets. This proactive visibility provides clients assurance that their initiatives are on track. By cultivating trust, Jellyfish strengthens long-term customer partnerships.
Global scalability
Moving forward, Jellyfish is scaling Certinia to maintain positive momentum. With everyone working consistently around the world, the company expects to see compounding ROI in the coming months and years.
As we scaled and new teams were formed, it was important that we were all working from one source of truth.
Certinia's impact on Jellyfish
- Certinia eliminated costly manual errors across global operations.
- Established an enterprise-grade solution capable of supporting international scaling and operational consistency.
- Achieved unification across all clients and projects, driving significant, sustainable cost savings for the entire organization.
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.