Certinia Financial Implementation, Support & Upgrade
Implemented a Seamless integrated process for Order to Pay cycle and Procure to Pay cycle on Certinia
Client Overview
A multi-regional enterprise aiming to streamline internal operations and using one single integrate system for CRM & ERP
Technical Stack
Implementation Highlights
Managed AR, AP, GL, and Cash Entry flows
Deployed Cash Entry upgrade with collaboration
Provided daily ticket-based issue support
Built audit-ready dashboards.
Built audit-ready dashboards
Challenges & Solutions
ERP & CRM are not fully integrated system
Solution: Salesforce is fully integrated with Certinia. This provided one seamless system for CRM & ERP related processes
Manual Invoice creation process
Solution: Automated invoice generation based on sales order
terms and conditions.
Reconciliation needed between ERP & CRM systems
Solution: Since Salesforce and Certinia are fully integrated it eliminated the need of integration and resulted in faster transaction processing
No centralized financial reporting
Solution: Developed real-time dashboards for visibility with drill down to detail transactions.
500+ Projects Experienced
Access Iqra Technology’s skilled developers and experts. Enjoy a risk-free two-week trial and take advantage of our cost-effective solutions.
8+
Years of Business
Experience
100+
Happy
Customers
15+
Countries with
Happy Customers
100+
Agile enabled
employees
Results & Impact
- Fully integrated CRM and ERP system.
- Automation and Digitalization of manual processes
- Faster support turnaround
- Accurate and trackable finance operations
- Business reporting online and better information visibility
- Better financial visibility
Key Learnings & Next Steps
A fully integrated CRM & ERP system on one Salesforce platform provided end to business process integration on one single system
