Financial operations platform
“Every release brings us closer to this vision, shaped by the insights and feedback from our customers,” said Raju Malhotra, chief product and technology officer at Certinia. “The Winter 2025 release is no exception. Packed with enhancements like improved skill insights, smart rescheduling, activity tracking, and advanced AI and automation capabilities, this release is designed to help you run a more predictable, efficient, and profitable services business.”
Users will now be able to access skill insights and recommendations when creating resource requests. Relevant skills and competencies will automatically be presented when doing so, making it easier to assign the right resources without the need to navigate through extensive skills inventories. They will also be able to proactively invoke change requests for schedules in response to changing circumstances, such as a project running over hours via the smart scheduling feature in the New Project Work Planner.
Also, the Services Estimator feature, renamed from Services CPQ to better reflect its core function, now features “service credits” that allows users to receive upfront revenue while providing their customers with a more straightforward buying process. Users can gain clear visibility into service credit balances, redemptions, expiration dates and associated revenue.
Certinia’s Activity Tracker now allows for refined account overviews as well as an updated Health Score dashboard, which provides actionable views of customer data and trends, with new capabilities to manage large data volumes. These enhanced capabilities enable organizations to capture and track customer value throughout their lifecycle, supporting the creation of objectives and KPIs tied to success plans.
The new release also allows those using a pooled CSM model to access CS Pooling capabilities that identify the best-fit resources for incoming work based on role, capacity and skills.
Many of these new features rely on Certinia’s analytic data sets currently available with its ERP Cloud offerings. These sets have now been extended to its PS Cloud and CS Cloud offerings as well, which allows a blending of real-time operational data with historical and trend data, offering customers moment-in-time views of their service and success operations. As an initial launch partner for Salesforce’s Agentforce Partner Network, additional Agentforce functionality will be delivered for PS Cloud and CS Cloud after the Winter ’25 release.
Finally, the new release offers improved automation capacities. Improved bank reconciliation features now automatically match transactions and generate cash entries, reducing time spent on reconciliations. Additionally, upgraded fixed asset depreciation capabilities automate the scheduling and posting of depreciation journals.
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