Certinia Reviews & Pricing

Key Features

• Integration: Get more functionality by integrating ERP with various applications. Build application for the company itself or infuse added features to the said ERP with SalesForce AppExchange. 
• Mobility: Access applications from devices such as smartphones or tablets. Give users the freedom to enter time cards from a remote location. Collaborate with other users on the go with the application supporting both Android and iOS operating systems.  
• Analytics Capabilities: Get both standard and customized reports with data located in a single place. Create a personalized dashboard and gain the ability to analyze trends and acquire ad hoc inquiries. Control the visibility of data with security profiles. Make mobile dashboards and reports and view them on different types of devices. 
• Audit: Automatically track important audit fields. Check evidence of transactions, including files, commentary and scanned documents on a single platform. Enforce financial transparency within the organization and get user-defined tracking of key fields. 
• Analytics: Get in-depth knowledge of the business with the help of ERP Analytics and Reporting by Salesforce Einstein to boost revenue and expand the organization’s footprint. Keep the operation uniform and predictive with a pre-built dashboard and fine-tuned data. 
  • CFO Dashboard: Make timely informed decisions by gaining instant access to a global financial view. Determine trends in cash flow and aggregate across multi-company and multi-currency scenarios.  
  • Trend Predictions: Get the insights required to make well-informed decisions. Use predictive power of the Einstein solution across the general ledger and balance sheet. Identify revenue patterns, and determine when to strategize according to the behavior. Keep a tab on the financials in summary or item by item.  
  • Insights: Look over different accounting transactions. No need to run cumbersome programs, calculations and update operations. Create or select from financial statements templates. Make use of various pictographs to conduct multi-dimensional analysis. Make customization and configuration easy with SalesForce Lightning Web Components. 
  • Mobile-Friendly: Access contextual reporting, analytics anywhere, anytime.  
• Procurement: Minimize costs and prevent contract leakage while enforcing spend controls. Give approvers the power to approve and deny purchases quickly with an automated workflow. Gain visibility and control over procurement to payment for direct and indirect spend. 
  • Requisition: Get complete visibility of the send the minute a requisition gets placed with the procurement software—built on the Salesforce platform. Automatically enforce the spend policy before a purchase order is created. Ensure that the budget is in line and the margins are positive. See that the accounting is straight with the purchase order accruals. Create recurring purchase orders for repeat requests and put procurement hierarchies and multiple requests into a single purchase. 
  • Suppliers Agreement: Get current and correct details of the prices, approved suppliers, pricing and catalogs online with the procurement program. 
  • Sourcing: Compare price, delivery and special conditions by capturing bids in a single repository. Send requirements to multiple suppliers at once. Gain insights into supplier analysis by tracking historical sourcing data. Convert sourcing requests to purchase orders with a single click. Take advantage of pre-negotiated supplier agreements. 
  • Purchase Order: Ensure traceability and accuracy across the entire procedure. Automate purchase order creation with supplier agreement. Track metrics and procurement analytics. Manage and analyze procurement of goods and services across the organization.  
• Revenue Management: Reduce period-end close by automating calculations and gain transparency into recognized and deferred revenue.  
  • Revenue Recognition: Track all streams—products, subscriptions, services and usage-based contracts in one system which supports multiple currencies and entities. 
  • Audit-Friendly: Ensure adherence to the ASC 606 and IFRS 15 standards. Boost the audit transparency and visibility of revenue recognition data. Automate practices and match revenue to performance obligations. Manage customer and billing activity alongside everything with SalesForce. 
  • Compliance: Record transactions accurately by enforcing standards. Check the impact and accordingly adjust the processes directly into the system. Support current needs and transition to the new standards with easy configuration. 
  • Forecasting: Gain the ability to see total funds and forecast revenue summaries or predict item by item. Get forecasting for multiple data sources with recognized and forecasted values. Allow teams to make decisions for the next day, week or month. 
• Subscription and Usage Billing: Improve accuracy and boost efficiency with a single source of business truth. Manage the most complex customer relationships in a centralized way with one solution. 
  • Usage Billing: Package and bundle products by configuring the pricing and contract terms from one screen. Automate billing operation and taxation and merge multiple invoices into one. 
  • One Customer Record: Gain visibility and provide everyone the information they need to maintain customer relationships. Make well-informed decisions by analyzing customer data at any stage. Get proactive notifications to protect renewals. 
  • One Billing: Connect to Salesforce CRM and any app in the ERP Suite with the Salesforce subscription billing app. Share one customer master record across all departments by connecting billing data across all apps. Ensure maximum compliance with an end-to-end audit trail. 
  • BI and Analytics: Get powerful real-time insights and analytics with a unified solution. Gain visibility across the entire organization and make a well-informed decision. 
• Accounting and Financial Reporting: Support all multi-company, multi-currency, multi-book, account multi-chart and multi-language needs with a multi-everything engine. 
  • Financial Reporting: Get deeper insights and richer analyses with real-time financial data, day-to-day operational reporting, modeling and trackable KPIs. View crucial information from mobile devices. Analyze data to meet business needs. Create a financial statement template or choose from a dozen predefined ones. 
  • General Ledger: Streamline time-consuming tasks like automated reversing of entries and recurring journal entries. Handle the most diverse requirements. Allocate cost with predefined templates. Transfer costs between companies or business units with intercompany journals. 
  • Consolidation: Measure a firm’s financial performance with intercompany and multi-company software. Effectively manage transactions, reporting and reconciliations from multiple companies in multiple currencies. Use a reconciliation engine to merge all company entity data into one report. 
  • Receivables and Collections: Ensure accuracy by organizing cash. Coordinate with the sales team and every customer. Create accurate invoices and post instantly to accounts receivable. Calculate due dates and settlement accounts automatically. Manage daily tasks and projects in one place using role-based workspaces. 
  • Payment and Settlement: Automate accounts payable and configure routing pathways to manage processes and match organizational structure. Add requisitioning, purchase order and invoice matching capabilities. Monetize contract terms and discounts. 
  • Fixed Asset Management: Know what, how much and when it comes to asset costs. Track the entire lifecycle of assets from procurement to disposal. Access asset history and warranties by attaching documents. Leverage straight line, alternate straight line, double declining balance, units-of-production or sum of years depreciation. 
  • Cash Management: Ensure ready to reconcile and accurate cash balances in the necessary currency for the transaction. Keep control of the cash inflow and outflow across multiple bank accounts. Track or forecast cash using a dashboard. 
  • Communities: Minimize average outstanding sales per day and improve collaboration with a customized, self-service community. Give customers the freedom to manage billing and account management. Ensure quick and easy communication with built-in social tools. Get multi-company and multi-currency support and make cash and credit card payments. Keep track of activity, account balances and expenditures. 
• Inventory Management: Check, simplify and optimize the entire order for the fulfillment process for goods and services. Gain an understanding of inventory, what can be sold and how to make all this profitable. 
  • Single System: Manage order and fulfillment of both goods and services for multiple channels with order and inventory management. 
  • Inventory: Get a flexible Salesforce inventory management system that provides support for both virtual and physical inventory. Check across different physical locations and companies with order and inventory management. Keep tabs on inventory levels in multiple currencies and the actual costs. Integrate cycle counting in daily inventory activities. 
  • Transferring: Transfer goods from warehouse to warehouse in bulk quantity without any shipment or receipt process.  
  • Lot Control: Create serial number and lot control while the item is defined. Gain visibility of actual margin and ensure that the profit keeps growing.  
  • Replenishment: Make sure the inventory is always in stock with the built-in reorder point. Customize the warehouse, conditions and ownership with order and inventory management. Use safety stock, reorder points, min/max and acquisition lead time to automate supply requisitions. View all fulfillment tasks and insight using role-based workspace in one screen. 
  • Item Management: Keep the inventory organized and the stock replenished with the order and inventory management solution. Handle inventory by customer, supplier or project and easily manage multiple conditions under a single SKU. 

Limitations

•  Configuration issues after implementation. 
•  Overwhelmed with data. 
•  Reporting engines can be overwhelming. 
•  Aging, cash matching and printing checks are time-consuming. 
•  Duplicate processes between Account and Supplier Site. 
•  Redundant steps between Salesforce and the platform. 

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