Author name: Murali Puttaparthi

Running a services business is like managing a living ecosystem, projects, people, finances, and client expectations all need to stay in sync. But disconnected systems often turn this ecosystem into silos, where visibility is limited, forecasting is guesswork, and growth feels harder than it should be. The solution? A connected PSA (Professional Services Automation) and […]

Picture this: You have bought a house which has the basic structure like walls, roof, plumbing, but you still need to make certain changes to fit your family’s lifestyle, like having a library, playroom for kids or extra security features. While Salesforce is incredibly powerful out of the box, it’s built to serve everyone, which

Managing a services enterprise means balancing projects, people, and finances while still keeping customers at the center. Certinia (FinancialForce), built natively on Salesforce, makes this possible with its three core clouds: Challenges of Revenue Recognition with Manual Processes PS Cloud (Professional Services Cloud): For managing projects, resources, and utilization. FM Cloud (Financial Management Cloud): For

Revenue management is the backbone of any enterprise, offering clarity into financial health, validating accounting practices, and ensuring accurate reporting. It also provides a clear picture of accounting and budgeting across the fiscal year, helping businesses plan effectively for the future. Yet, many organizations still depend on manual revenue recognition methods and spreadsheets. This reliance

For any growing enterprise, performance is more than just numbers, it’s about making the right decisions at the right time, managing resources effectively, and keeping customers satisfied. But challenges like data silos, disconnected processes, and limited visibility often stand in the way. This is where Salesforce becomes a true game-changer. Salesforce delivers a powerful foundation