SalesForce Product

Certinia Accelerator

(Formerly FinancialForce)

Our Certinia PSA Accelerator is a solution designed to give your company an edge.

When it comes to clients, how effective are your current process for managing projects and targeting them for future/next project work? 

Automation and AI capabilities are features that all PSA organizations need to compete in today’s world.  

The 5P Certinia PSA Accelerator gets you from inception-to-live rapidly to take your business to the next level.  

Leverage the 5P Certinia Accelerator

Our objective is to lead service industry clients and provide a comprehensive solution for their entire business process cycle. From marketing automation, to lead-to-close, project-to-completion and continuing the cycle to increase client lifetime value (LTV) for future work, 5P has you covered for success. Our Accelerator offers three options for organizations ready to deliver the Certinia Professional Services Automation (PSA) solution.

Basic SmartStart PSA

» MVP version

» Complete implementation framework

» Pre-built templates, configurations, and setups

» Solution live in 8 to 10 weeks

Legacy Data + Billing Integration

» Everything in the Lite SmartStart

» Legacy and billing integration w/ data pulled in for seamless reporting

» Integration w/ your ERP (billing system) for a full closed-loop billing process

» Solution live in 10 to 12 weeks

PSA For Growth
+ AI

» All Lite & Medium features

» Project automation and AI capabilities

» Automated targeting and personalization for clients and prospects through any marketing automation tool

» Automation of full-cycle business from leads and future opportunities

» Solution live in 12 to 16 weeks

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Certinia Accelerator FAQs

Do I Need the Accelerator?

The Certinia Accelerator product is designed to get your business a minimum viable product (MVP) in the least amount of time possible. We are talking several months instead of half to a full year or more. This gets you everything you need from a PSA (professional services automation) to get your business running quickly.

Can I Make Further Customizations in Certinia?

Yes! Certinia is powered by the Salesforce Platform and allows for as much customization and configuration as your business needs. We designed this accelerator MVP to get you everything you need out of the gate, but our team of developers and architects can do more within your Certinia org environment to provide the best custom solution to fit your business needs and requirements.

What happened to FinancialForce?

Nothing! Certinia was formerly called FinancialForce but they rebranded to align with their evolution and delivery of a comprehensive services-as-a-business (SaaB) platform – a single source of certainty.

How can Certinia benefit my business?

Certinia’s ERP and PSA products are customer-centric, and built to give your business real-time insight into the data you need. This helps companies accelerate high growth, deliver maximum value, and increase efficiency within their organization. Certinia accelerates your planning cycles with core financials and analytics and will help your company build more dynamic, accurate plans, while stress-testing scenarios, and better anticipate how much to spend and where.

Who manages access to Certinia products and services?

The customer is responsible for managing access for their own Salesforce instance. Certinia does not manage access to the customer’s Salesforce instance on behalf of the customer. All-access to Certinia applications is through Salesforce.

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