Case Study: CFGI improves utilization and project management with Certinia

CFGI improves utilization and project management with Certinia

CFGI, an industry leader in accounting and finance consulting founded by former Big Four professionals, faced challenges in managing demand, improving utilization, and connecting projects to opportunities. They needed a unified solution built natively on the Salesforce platform to streamline these operations without relying on complex integrations. This led them to seek a solution from the vendor Certinia.

By implementing Certinia's PS Cloud, CFGI achieved a unified source of truth for their customer journey, which streamlined operations and enhanced decision-making. The Certinia solution enabled them to precisely assemble professional services teams with the right skills for each project, leading to improved utilization and project management. As a result, CFGI gained precious time to focus on their customers, fostering stronger relationships and delivering an elevated level of service.

CFGI

Jessica Bernier

Salesforce Administrator