SalesForce Services
Accelerators: Loyalty + PSA
If your business has Salesforce but needs to quickly implement a loyalty rewards program for your customers or a project automation system to manage your services, you’ve come to the right place! With our team of Salesforce and business architects, we provide two accelerator options to get you the solution you need.
What our Accelerators Can Do:
- Enhanced rewards programs for increased revenue and lifetime value of customers
- 360° view increasing upsell speed and revenue, turning one-time buyers into repeat buyers
Professional Services Automation:
- Project Automation Platform to manage services and/or products
- Standardized process for delivery of products and services to ensure client success.
- Project tracking to ensure consistent process, on-time delivery, and staying within scope and budget
Why 5P is the Right Partner?
We provide a 360° experience on the Salesforce platform and have evolved business processes and implemented technology solutions across multiple domains and products. As a Salesforce Certified Partner, we provide a team that has a depth of understanding and experience of the business process and technical stack across Sales, Service, Finance, e-commerce, and Marketing.
Understanding what ERP means and how it works can take your business to the next level. Learn more about ERPs and Certinia.
At 5P, we’re always learning from industry experts about the latest findings in the world of business and marketing.
Our 5P Loyalty Accelerator comes with pre-built user interface (UI) pages and integration to your existing B2C Commerce environment you’ll be up and running in less time. Save up to 50% in costs as there is no need for upgrades, and go live in 12 weeks.
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Accelerator FAQs
How long does the 5P Loyalty Accelerator take to implement?
5P’s loyalty accelerator combines pre-built cartridges with our methodology and extensive experience with Salesforce to get you up and running with B2C Commerce in approximately 12 weeks. Other options outside our accelerator can take 6-8+ months.
Why should I combine Salesforce CRM and Certinia ERP?
- Streamline invoicing and accounts receivable
- Close the books faster
- Reduce DSOs, billing errors, and customer disputes
- Empower your customers with portals and dashboards
Do I need to upgrade any part of my Salesforce environment?
No, 5P’s loyalty accelerator comes with pre-built cartridges that integrate with your existing Commerce Cloud environment. There is no need to upgrade or touch the existing cartridges you have built.
Does Certinia have a Data Center?
No. Certinia does not have a data center. Certinia only provides applications; Salesforce provides the infrastructure. All Customer Data entered into Certinia applications reside on the Customer’s Salesforce instance. Customer Data is not stored in Certinia organization systems.
B2C Commerce was formerly Commerce Cloud
Salesforce’s Commerce Cloud is now known as B2C commerce! The change happened in early 2023.
What Is Certinia PSA?
Certinia Professional Services Automation, also referred to as PSA Cloud is built on the Salesforce platform and automates and manages business processes surrounding professional services delivery. Certinia PSA allows your business to gain control of your service projects within a single cloud-based platform and gives your company the visibility it needs to improve and deliver revenue growth.