Services Analytics
Leverage intelligent, predictive, and actionable insights
Run a more predictable and efficient services business, tackle your most pressing challenges with confidence, and exceed customer expectations with real-time insights from a unified dataset.
Spot customer opportunities and track project trends in real time
Discover a powerful analytics and business intelligence solution, built native to Salesforce, that turns valuable data into meaningful, actionable insights. Keep your operations running lean, consistent, and predictive—all centered around your customer needs.
Create certainty with data-driven decisions
Achieve an instant, global view across every aspect of your services business—from billings and backlog to utilization and KPIs. Get the data you need to optimize resource planning and enhance project profitability.
Spot-on revenue forecasts
Get unmatched visibility into every dollar recognized and dollar planned. Make critical decisions in an informed and predictable manner.
Right resource, right time with smart capacity planning
Better understand all aspects of resource supply and demand across projects and opportunities. Predict needs and identify skill gaps, inform hiring decisions, and automate manual processes to optimize utilization and increase billing rates.
Master scheduling with powerful backlog visibility
Build staffing models geared to drive higher margins, quicker delivery, and greater customer satisfaction.
Fast action with predictive project management
Leverage the predictive capabilities of CRM Analytics to monitor and anticipate project performance and limit project overruns.
Create certainty with data-driven decisions
Achieve an instant, global view across every aspect of your services business—from billings and backlog to utilization and KPIs. Get the data you need to optimize resource planning and enhance project profitability.
Spot-on revenue forecasts
Get unmatched visibility into every dollar recognized and dollar planned. Make critical decisions in an informed and predictable manner.
Right resource, right time with smart capacity planning
Better understand all aspects of resource supply and demand across projects and opportunities. Predict needs and identify skill gaps, inform hiring decisions, and automate manual processes to optimize utilization and increase billing rates.
Master scheduling with powerful backlog visibility
Build staffing models geared to drive higher margins, quicker delivery, and greater customer satisfaction.
Fast action with predictive project management
Leverage the predictive capabilities of CRM Analytics to monitor and anticipate project performance and limit project overruns.
Drive efficiency with Salesforce-native solutions
Certinia is native to Salesforce–sharing the same customer record, user experience, and industry leading analytics as the world’s most trusted cloud business platform. Empower your teams with real-time collaboration across your entire services business and deliver truly differentiated customer experiences.
See the impact of Services Analytics on our customers
Learn how a top human resources software and services organization leveraged 360° visibility with Salesforce-native professional services analytics to gain real-time insights into the customer lifecycle and drive global team efficiency.
Learn how an industry-leading intelligent content solutions provider leveraged Certinia Professional Services Cloud Analytics to centralize project and customer data, driving project visibility.
Services Analytics
Your business has captured more structured and unstructured data about your customers and financial trends than any human, spreadsheet, or traditional analytics tool can process. Turn that valuable data into actionable insights and make critical decisions based on specific scenarios and patterns of behavior—all with Certinia PSA, powered by Salesforce CRM Analytics.
Maximize your Salesforce investment with Certinia
See the impact Certinia + Salesforce could have on your services business.
