Certinia (FinancialForce) PSA Basics - AblyPro Webinar Recording 

Are you planning to implement #FinancialForcePSA? or have already implemented it and are working on the user adoption?
No matter which stage of Certinia (FinancialForce) PSA you are at, clarifying the fundamentals will help you and your team eliminate confusion when making decisions on your #FinancialForce platform.
Once your team and you are on the same page, you are ready to take projects from an opportunity stage through service & billing to service management.
Watch this recording from #AblyPro to get a summary of PSA basics and use it to polish your expertise & run operations more smoothly.
▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬
00:00 - Intro
04:52 - Understanding the flow: Marketing to Services
09:50 - Flow Execution: The Missing Link
12:40 - Seamless Execution Using Certinia (FinancialForce) PSA
16:57 - PSA Business Process Summary
22:42 - PSA Ecosystem
28:03 - Salesforce Objects
30:02 - Certinia (FinancialForce) PSA Objects
37:48 - Roles in PSA
41:58 - How to create a project in Certinia (FinancialForce) PSA?
Below is a list of all the topics we covered in this video:
1. Understanding the Flow: Marketing to Services
2. Flow Execution: The Missing Link
3. Seamless Execution Using PSA
4. PSA Business Process Overview
5. PSA Ecosystem
6. Salesforce Objects
7. FinancialForce Objects
8. Different Roles in PSA
9. Create a Project
We hope you enjoyed watching this video. If so, please do like and share it with your community. Also, subscribe to this channel to stay connected with us and get notified whenever we post more fantastic video tutorials on FinancialForce-related topics.
Subscribe to see more videos like this in the future: / @ablypro-financialforc...
About the Channel: This video is conducted by #AblyPro, featuring its COO, Neeraj Garg. AblyPro is providing FinancialForce managed services for enterprise clients. With 300+ Salesforce/FinancialForce experts in our arsenal catering to FinancialForce PSA & ERP requirements, AblyPro thoroughly understands your business needs and empowers you to get more out of your investment.
Follow us on
Facebook: / ablypro
LinkedIn: / ablypro
Twitter: / ablypro
Website: ablypro.com/

Наука