Case Study: Salesforce achieves 1% revenue forecast variance with Certinia Professional Services Cloud

Salesforce manages revenue forecasts to 1% variance

Salesforce, a leading provider of customer relationship management technology, faced operational complexities from using disparate systems that created data silos and limited project visibility. This slowed their deal booking and project creation processes. To overcome these challenges, they turned to Certinia for a unified professional services automation solution.

By implementing Certinia's Professional Services Cloud and Services Estimator, Salesforce gained a single platform with end-to-end, real-time visibility. This solution automated manual tasks and centralized their data. The results were significant: project creation doubled, deal booking mouse clicks dropped by 72%, and the company achieved an impressive 1% revenue forecast variance. Certinia's software was instrumental in delivering these operational improvements.

Salesforce

Mark Conklin

Senior Director of Operations Systems & Tools