Is Certinia the Right ERP for My Business?

Updated: April 11, 2024

Certinia was formerly FinancialForce.

Whether you run a medium-sized business or a Fortune 500, you have a lot on your plate. Between hiring employees, acquiring clients, and keeping everyone happy, you probably end up using quite a few different types of technology and software in your everyday operations. As you grow, you add more and more until you realize that what used to work for you is no longer efficient. Maybe you’re running too many applications that aren’t offering any value to your business. Or perhaps your teams are working off different data sets and software programs, so they can’t efficiently collaborate and make decisions. 

When looking for solutions, you may come across an Enterprise Resource Planning (ERP) system but not know if it is the right solution for your business. 

Enterprise resource planning applications or systems collect, organize, and analyze business data. ERP software integrates all of the functions of a business. Rather than using separate applications for resource planning, customer relationship management (CRM), project management, accounting, marketing, and sales, ERP programs are a central database that compiles all of this information in one place.

Such a powerful ERP program can seem complicated, so the question for many business owners isn’t just what is an ERP, but how does it work ERP pulls data from each of your individual applications into a single database that everyone can access, using real-time inputs and edge computing to make that data readily available to those who need it. 

What are the Benefits of an ERP System?

The benefits of ERP include better visibility between departments, the ability to make decisions more quickly, and increased efficiency through automated processes. These are the benefits that many leaders expect when they integrate new software into their organizations, but complicated, piecemeal tech stacks can actually cause an organization to become more siloed rather than less. A single ERP solution helps businesses realize the full potential of digital transformation: true collaboration.

ERP allows businesses to make better, faster decisions. It can also increase your operational efficiency by aligning every department around your shared goals and allowing them to get the data they need faster. When your sales team doesn’t have to spend hours getting product or customer information, they can focus on their core function: selling. Finally, ERP can improve and standardize your reporting, ensuring everyone is speaking the same language when it comes to KPIs and financials. 

One solution that may be a good fit that is both an ERP & PSA is Certinia (formerly FinancialForce).

What is Certinia?

Certinia is a cloud-based ERP built on the Salesforce platform. It’s a financial management software that aligns your customer service, marketing, sales, and finance departments in one holistic view of your company. Certinia aims to bring all departments together with similar workflows, standardized reporting tools, automated billing and collections, simplified auditing and compliance, and more.

Certinia is built on real-time data and financial analysis models to help your team make accurate decisions day-to-day and in the long term. It connects your operations to one another and relates everything back to your bottom line, so you can review your KPIs, monitor your cash flow, and track your assets.

What are the Benefits of Certinia?

Certinia can help you manage your revenue from the initial sales opportunity through payment and beyond. All departments can see the company’s financial health and how they impact it, so they can use resources more efficiently.

Another benefit of Certinia for many companies is that as a part of Salesforce, it’s more customer-focused than other ERPs. Salesforce prides itself on bringing people together and building strong relationships between companies and their clients, and Certinia leverages the same data to help ensure not only customer success but business success, too.

Certinia offers a relatively easy way to implement ERP in your organization, but you may need help integrating it into your organization to experience its fullest potential. If that’s the case, we can help. 

Is Certinia the Best Fit?

However, not all ERP software solutions are the same and each solution has different features that may or may not be a good fit for your business. As solution experts, let us analyze your business and select the best ERP solution that best fits your strategic needs and goals. Contact us today for a free consultation to transform your business and start experiencing the benefits of an ERP solution.

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