Certinia Services Analytics logo

Certinia Services Analytics

By CertiniaAnalytics

Rating
5.0
Reviews
1
Pricing
Paid
From $20 per user per month
Listed since
2016

About Certinia Services Analytics

Run a predictable and efficient services business from a unified dataset

INTELLIGENT, PREDICTIVE, & ACTIONABLE INSIGHTS Your business has captured more structured and unstructured data about your customers and financial trends than any human, spreadsheet, or traditional analytics tool could realistically process. Turn that valuable data into action with Certinia Analytics & Reporting. Run a more predictable, efficient business and exceed customer expectations.

CUSTOMER INSIGHTS Get rich analytics on patterns of customer behavior, sentiment, and product usage data. Know exactly which customers are likely to renew and upgrade, and which ones need proactive outreach to prevent customer churn.

ANALYTICS FROM OPP TO RENEWAL Crunch millions of transactions in seconds and generate comprehensive business insights based on sales, orders, service delivery, and financial data across the entire customer lifecycle.

MILESTONE MANAGEMENT Use a scenario-based approach, applying the appropriate delivery curves and weighting system for true outcomes, to track critical milestones and corresponding business impact.

EXTENSION OF CERTINIA PSA Optimize resource planning and project profitability with analytics powered by Einstein.

Highlights

  • BILLINGS FORECASTING Get unmatched visibility into every dollar recognized and planned, and make critical decisions in an informed and predictable manner. View your forecast at any point throughout the year to get up-to-date actuals and assignments.
  • BACKLOG VISIBILITY Build staffing models geared to drive higher margins, quicker delivery, and customer satisfaction. Personalize dashboards by customer, region, practice, and group, ranging from a single project to entire portfolio.
  • SMART CAPACITY PLANNING View and better understand all aspects of a resource schedule—project time, PTO, non-billable time, backlog—predict needs and optimize staffing. Automate repeatable processes and boost utilization and billing rates.

Screenshots

Make resource management easy with smart capacity planning

Image 1 of 4

Make resource management easy with smart capacity planning

Pricing

Paid, from $20 per user per month.

Certinia Services Analytics plans
PlanPriceBilled
Default Plan$20 per userMonthly

Contact Certinia for full pricing details.

Compatibility

Works with
  • Platform Cloud
Requires
  • Platform Cloud
Salesforce editions
  • Enterprise
  • Unlimited
  • Performance
  • Developer
  • Salesforce Platform
Lightning Experience
Supported
Salesforce mobile app
Not supported
Industries
  • Horizontal Product
Languages
  • Dutch
  • English
  • French
  • German
  • Danish
  • Italian
  • Japanese
  • Korean
  • Chinese (China)
  • Spanish
  • Swedish

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