Certinia (FinancialForce) Sales
The sales side of an ERP: quotes and pricing, order processing, customer and account management, post-sale service, and sales reporting on shared master data.
Sales is a core strength for Certinia (FinancialForce) — a primary capability included in standard deployments. The product is best suited to professional services firms already on salesforce.
The sales scope Certinia (FinancialForce) ships, grouped as the product itself organises it.
Multi-Revenue Billing7
Consolidates subscription, usage, professional services, and inventoried-item billing into a single, multi-currency invoicing engine.
- Subscription Contract BillingBills and administers recurring subscription contracts.
- Usage-Based BillingBills customers based on measured usage of a service.
- Professional Services BillingInvoices delivered professional services work, drawing on captured time and expenses.
- Inventoried Item BillingBills for physical, inventoried goods alongside services and subscriptions.
- Consolidated Invoice GenerationCombines charges from multiple revenue streams onto a single customer invoice.
- Subscription Contract BillingBills and administers recurring subscription contracts.
- Usage-Based BillingBills customers based on measured usage of a service.
- Professional Services BillingInvoices delivered professional services work, drawing on captured time and expenses.
- Inventoried Item BillingBills for physical, inventoried goods alongside services and subscriptions.
- Consolidated Invoice GenerationCombines charges from multiple revenue streams onto a single customer invoice.
- Multi-Currency InvoicingGenerates and distributes customer invoices in multiple currencies.
Will Certinia (FinancialForce) meet your multi-revenue billing needs? Build your requirements and perform a full analysis.
Build my requirements →Customer Engagement4
Brings together project, invoice, revenue, and cost data so teams can analyze profitability and manage engagement holistically.
- Customer Lifetime Value VisibilityConsolidates a customer's activity across revenue streams into a single view of lifetime value.
- Customer Profitability AnalysisBrings projects, invoices, revenue, and costs together to analyze customer-level profitability.
- Revenue Contract GenerationGenerates revenue contracts directly from customer engagement activity.
Will Certinia (FinancialForce) meet your customer engagement needs? Build your requirements and perform a full analysis.
Build my requirements →Opportunity Management3
Extends the sales pipeline through forecasting and lets won opportunities convert directly into staffed, planned projects.
- Sales Pipeline ForecastingForecasts expected sales outcomes across the opportunity pipeline.
- Opportunity-to-Project ConversionConverts a won opportunity directly into a staffed, planned PSA project.
Will Certinia (FinancialForce) meet your opportunity management needs? Build your requirements and perform a full analysis.
Build my requirements →Order Fulfillment5
Covers quoting tangible goods, sales order creation and approval, and fulfillment/picking execution for customer orders.
- Order Fulfillment Activity ManagementManages the day-to-day activities involved in fulfilling customer orders.
- Quote Tangible GoodsProduces quotes for physical goods ahead of order creation.
- Sales Order Creation & ApprovalCreates sales orders from quotes and routes them for approval.
- Order Fulfillment & PickingExecutes fulfillment and warehouse picking against approved sales orders.
Will Certinia (FinancialForce) meet your order fulfillment needs? Build your requirements and perform a full analysis.
Build my requirements →Success Management5
Manages success plans, playbooks, tasks, and activity tracking across the customer lifecycle from opportunity to renewal.
- Success Plans & ObjectivesDefines success objectives and tracks plans against them for each customer.
- PlaybooksBuilds repeatable playbooks that standardize how success outcomes are delivered.
- Success Task ManagementTracks the individual tasks that make up playbook execution for a customer.
- Activity TrackingLogs and tracks customer success activities through an activity tracker.
Will Certinia (FinancialForce) meet your success management needs? Build your requirements and perform a full analysis.
Build my requirements →Success Operations5
Provides team-manager tooling, a customer health score dashboard, guided-success templates, and performance monitoring for CS teams.
- Team Manager Portfolio ViewGives CS leaders visibility into team responsibilities and account assignments across their portfolio.
- Customer Health Score DashboardScores and surfaces customer health so CS teams can prioritize at-risk accounts.
- Guided Success TemplatesProvides reusable templates that guide CS teams toward proven success strategies.
- CS Performance MonitoringTracks CS team performance against goals through embedded dashboards and reporting.
Will Certinia (FinancialForce) meet your success operations needs? Build your requirements and perform a full analysis.
Build my requirements →The Certinia (FinancialForce) Evaluation Kit
An independent assessment of Certinia (FinancialForce) — strengths, gaps and real pricing — plus a requirements template you can score its sales against alongside every other system on your shortlist.
Certinia (FinancialForce) Evaluation Kit
2026 Edition · PDF guide + XLSX template
ERP Research
- Buyer's guide (PDF): Certinia (FinancialForce) independently assessed — where it is strong, where it is not, and what it actually costs
- Requirements template (XLSX): weight your requirements and score vendors side by side
- Structured by module, so sales sits alongside the rest of your scope
- The questions to put to the vendor and to implementation partners
Certinia (FinancialForce) Evaluation Kit
Certinia (FinancialForce) add-ons & integrations
Extend Certinia (FinancialForce) with best-of-breed software that integrates with it:
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Sales — strength by vendor
| Vendor | Strength | Best for | Starting price | Implementation | Actions |
|---|---|---|---|---|---|
 | ★★★ strong | Fast-growing mid-market companies wanting unified cloud ERP | $99/user/mo | 4–9 months | |
 | ★★★ strong | Mid-to-large companies in the Microsoft ecosystem | $50/user/mo | 6–14 months | |
 | ★★★ strong | Midsize companies wanting unlimited users and flexible cloud ERP | Custom | 4–8 months | |
 | ★★★ strong | Process manufacturers (food, chemicals, pharma) needing batch/formula control | Custom | 8–15 months | |
 | ★★★ strong | Small businesses and startups wanting affordable, modular ERP | $24.90/user/mo | 1–4 months | |
 | ★★★ strong | Professional services firms already on Salesforce | $100/user/mo | 3–7 months | |
 | ★★★ strong | Manufacturers and distributors already on Salesforce wanting native ERP | $150/user/mo | 4–8 months | |
 | ★★ moderate | Mid-market and standardised enterprises wanting fast time-to-value | $180/user/mo | 3–6 months |
Evaluating sales on Certinia (FinancialForce)
What to put in front of the vendor before you commit.
- 1Order processing depth: allocation, backorders, partial shipments, returns
- 2Pricing sophistication — contract, volume and margin-based discount approval
- 3Quote-to-order workflow automation and real-time stock visibility
- 4How much customer management the module really has, versus needing Salesforce or HubSpot alongside it
- 5Customer self-service portal capabilities
Certinia (FinancialForce) starts at $100/user/mo with a typical total cost of $100K–$500K and a 3–7 months implementation.
Full Certinia (FinancialForce) pricing breakdown →Need help evaluating Certinia (FinancialForce) sales?
Tell us what you need it to do and we'll help you work out whether Certinia (FinancialForce) is the right fit — and which partners have done it before.
Certinia (FinancialForce) Sales FAQ
Does Certinia handle billing across subscriptions, services, and usage in one system?
Yes — Multi-Revenue Billing consolidates subscription, usage, professional services, and inventoried-item billing into a single, multi-currency invoicing engine, reflecting Certinia's focus on services firms with mixed revenue models.
What is Certinia's Customer Success capability?
Customer Success spans the customer lifecycle from opportunity through delivery and renewal, including engagement analytics, self-service collaboration, and success-team operations — built on top of Salesforce's CRM data rather than replacing it.
Does Certinia give customer success managers a health-score dashboard?
Yes — Success Operations provides team-manager tooling, a customer health score dashboard, guided-success templates, and performance monitoring for CS teams, layered onto Certinia's broader customer success capability.
Is Certinia's CRM capability separate from core Salesforce CRM?
Certinia's CRM-adjacent capability — customer success, billing, success operations — extends Salesforce's native CRM rather than replacing it. You still need Salesforce licenses, and Certinia adds the services-billing and success-management layer on top.
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