Transform Your Business with Our Consulting Services

CWS Consulting specializes in Certinia (formerly FinancialForce) PSA implementations, providing a comprehensive approach to optimizing resource management, project tracking, and financial reporting. Our expertise ensures seamless integration with Salesforce Sales and Service Cloud, enabling end-to-end automation from sales to project execution and billing. By leveraging best practices and advanced configurations, we help businesses improve utilization, streamline workflows, and enhance profitability.

We implement Conga Composer to simplify and automate document generation, ensuring professional and accurate proposals, contracts, and invoices. Our solutions integrate seamlessly with Salesforce and Certinia PSA, reducing manual effort and improving document accuracy. By automating quote-to-cash processes, we enhance efficiency, reduce errors, and accelerate deal closures.

CWS Consulting delivers tailored Service Estimator solutions that leverage PSA project templates and advanced flow automation. Our estimators streamline service scoping, pricing, and approval workflows, ensuring consistency and efficiency in project planning. By integrating estimation tools with PSA, we enable real-time forecasting, margin analysis, and automated proposal generation, enhancing both speed and accuracy in professional services engagements.