Case Study: Avalara streamlines complex professional services with Certinia

Avalara simplifies the complex with Certinia on Salesforce

Avalara, a provider of automated tax compliance solutions, faced challenges managing its complex and rapidly growing professional services business. With disconnected systems and reliance on spreadsheets, they struggled with project management and lacked aggregated data visibility. To support its growth, Avalara turned to Certinia to implement a standardized system integrated with Salesforce.

By deploying Certinia Professional Services Cloud, including Professional Services Automation and Revenue Management, Avalara automated project creation and gained real-time visibility. This enabled skill-based resource routing and immediate identification of project bottlenecks. The solution from Certinia delivered significant results, including a substantial ROI and a reduction in planned new hires, while driving higher revenue through increased productivity and real-time revenue tracking.

Avalara

Tyler Flora

Senior Director, Professional Services