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Architecting the high-margin CRO

Trade heroic manual efforts for real-time operational excellence.

WEBINAR PREVIEW

Streamlining CRO operations with Certinia's Salesforce-native PSA

See how you can ditch manual spreadsheets and automate unit tracking on a single platform. Watch the full recording now.

Bridge Finance & Ops: Automate CRO Billing RevRec & Billing

What you’ll learn

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From bid to billable without the manual handoff

Eliminate the error-prone process of re-entering bid data into project systems. By importing budgets, resources, and billing schedules directly from bid to live project, you can slash setup time and protect data integrity from day one.

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A single source of truth for project finance & operations

Unify unit tracking, billing, and revenue recognition on a Salesforce-native platform. We'll show you what systematic ASC 606 compliance looks like when it's built into your operations—not bolted on at month-end—and why your audit team will thank you.

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A feedback loop that makes every bid smarter

Turn real-time performance data—like overburn and actuals by role—into an operational flywheel. Instead of a heroic manual effort, gain a portfolio-level view that automatically flows delivery insights back into your bidding process to protect future margins.

Meet Our Speakers

Brian Krynitsky, Partner, CLD Parnters - Headshot

Brian Krynitsky

Partner CLD Partners
CLD Partners
Dave Hart, Principal Solutions Engineer, Certinia - Headshot

Dave Hart

Principal Solution Engineer Certinia
Certinia logo

Get instant access to the full 45-minute session  

Complete the form to watch the recording immediately. You’ll see how to:

  • Eliminate manual handoffs from bid to live project
  • Unify CRO ops and finance natively on Salesforce
  • Protect margins with real-time overburn tracking and feedback loops