Case Study: DocuSign increases professional services revenue with Certinia

DocuSign increases professional services revenue using Certinia

DocuSign, a company known for its e-signature technology, needed to instill more financial rigor into its growing professional services organization (ProServe) after outgrowing its custom, homegrown solutions. To manage this increasing complexity, DocuSign turned to Certinia and implemented its Professional Services Cloud and Billing Central solutions.

The Certinia solutions, integrated with Salesforce, provided DocuSign with a single system to plan projects, schedule resources, and track time. This gave the company real-time financial and operational metrics and led to a 98% faster invoicing process. The automation avoided the need to hire four additional staff, reduced errors, and helped grow professional services revenue.

DocuSign

Stephanie Banhart

Manager, Finance-Billings