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Certinia (FinancialForce) PSA Implementation Services Training

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Enroll in Multisoft Virtual Academy's Certinia PSA Training. Expert-led, in-depth exploration of project service automation. Gain practical skills, real-world insights, and a competitive edge in project management. Interactive sessions, tailored resources, and supportive learning environment await you. Start your journey to expertise now!

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Instructor-led Training Live Online Classes

Suitable batches for you

20 Jul 2024 24 06:00 PM - 09:00 PM Sat, Sun
27 Jul 2024 24 06:00 PM - 09:00 PM Sat, Sun
03 Aug 2024 24 06:00 PM - 09:00 PM Sat, Sun
10 Aug 2024 24 06:00 PM - 09:00 PM Sat, Sun

Course Price At

$ 450

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Instructor-led Training Live Online Classes

20 Jul 2024 24 06:00 PM - 09:00 PM Sat, Sun
27 Jul 2024 24 06:00 PM - 09:00 PM Sat, Sun
03 Aug 2024 24 06:00 PM - 09:00 PM Sat, Sun
10 Aug 2024 24 06:00 PM - 09:00 PM Sat, Sun

Course Price At

$ 450

Enroll Now
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Online Self Learning Courses are designed for self-directed training, allowing participants to begin at their convenience with structured training and review exercises to reinforce learning. You’ll learn through videos, PPTs and complete assignments, projects and other activities designed to enhance learning outcomes, all at times that are most convenient to you.

Course Price At

$ 450

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Instructor-Led Online Training Parameters

Course Highlights

  • Duration: 24 Hrs.
  • Subject Matter Expert
  • After Training Support
  • Lifetime e-Learning Access
  • Recorded Sessions
  • Free Online Assessments
Certinia (FinancialForce) PSA Training Course Syllabus

Curriculum Designed by Experts


Multisoft Virtual Academy's Certinia PSA Training offers a deep dive into the world of project service automation, providing learners with a comprehensive understanding of the latest tools and techniques in the field. This expertly crafted course is tailored to equip participants with the necessary skills to efficiently manage and automate various aspects of project services.

Over the duration of the training, participants will engage in interactive sessions led by industry experts, ensuring a rich learning experience that combines theoretical knowledge with practical application. The course covers a broad spectrum of topics, including project planning, resource management, budgeting, and customer engagement, all within the framework of Certinia PSA.

Learners will benefit from hands-on exercises and real-world case studies, enabling them to apply their newfound skills in practical scenarios. The training also emphasizes the importance of analytics and reporting in project service automation, preparing participants to make data-driven decisions.

Upon completion, attendees will be well-equipped to implement Certinia PSA solutions effectively, making them valuable assets to their organizations and enhancing their professional growth in the field of project management.

Certinia PSA Training is a specialized program designed to teach professionals about Project Service Automation. It focuses on using Certinia's tools and methodologies to enhance project management, resource allocation, and customer service, thereby streamlining business processes and improving organizational efficiency in various project-based environments.

  • Overview of Certinia PSA and its benefits
  • Understanding the role of PSA software in professional services organizations
  • Navigating the Certinia PSA interface

  • Different user roles within Certinia PSA
  • Setting up and managing user permissions
  • Ensuring data security and access control

  • Creating and managing projects
  • Project planning, scheduling, and task management
  • Tracking project progress and milestones
  • Resource allocation and scheduling

  • Managing your organization's resource pool
  • Assigning resources to projects and tasks
  • Resource utilization and optimization
  • Resource forecasting and capacity planning

  • Budgeting and cost tracking for projects
  • Invoicing and billing
  • Managing expenses and revenue
  • Financial reporting and analytics

  • Recording billable and non-billable time and expenses
  • Approvals and validation processes
  • Integration with payroll and accounting systems

  • · Creating custom reports and dashboards
  • · Analyzing project and financial data
  • · Using data insights to make informed decisions

  • · Integrating Certinia PSA with other software systems
  • · Automating repetitive tasks and processes
  • · Data synchronization and data import/export

  • · Tips for optimizing the use of Certinia PSA
  • · Industry best practices for professional services organizations

  • · Handling common issues and errors
  • · Contacting support and accessing resources for assistance

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Certinia (FinancialForce) PSA Training Description

Here are the key objectives of the Certinia PSA Training program in points:

  • Gain a solid understanding of Project Service Automation concepts, tools, and best practices.
  • Learn to effectively use and implement PSA tools for optimizing project management processes.
  • Develop advanced skills in managing projects more efficiently, from initiation to closure, using PSA methodologies.
  • Acquire knowledge on how to effectively allocate and utilize resources, ensuring maximum productivity and minimized costs.
  • Learn techniques for automating and improving accuracy in billing and invoicing, enhancing financial management within projects.

  • PSA Tool Implementers
  • IT Professionals
  • Operations Managers
  • Project Coordinators
  • ERP Consultants
  • Process Improvement Specialists
  • CRM Specialists

For the Certinia PSA Training, the typical pre-requisites might include:

  • Basic Understanding of Project Management: Familiarity with general project management concepts and practices.
  • Experience in Business or IT: Some background in business operations, IT, or related fields can be beneficial.
  • Knowledge of ERP and CRM Systems: Understanding of Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) systems can help grasp PSA tools more quickly.

Certinia (FinancialForce) PSA Training Certification

Multisoft Virtual Academy provides a globally recognized training certificate to the participants, after successful completion of a training program. The training certificates are recognized and accepted across the world.

Multisoft Virtual Academy's training certificate comes with lifetime validity.

Aspirants can directly enroll for the desired course from the Book Now Button in the course page. You can also connect on Whatsapp at +91 8130666206 to talk with a training advisor. Multisoft Virtual Academy also offers customized training programs on a wide range of domains and skills.

All training programs offered by Multisoft Virtual Academy are delivered by certified industry experts, who have years of experience in the relevant domains. Multisoft Global Subject Matter Experts impart knowledge on a wide variety of training courses through one –on-one and corporate training sessions.

Multisoft Virtual Academy training certification can help participants stand out in the competitive job market. Since the training certificates are internationally accepted, participants can showcase their skills and knowledge to employers across the world.

Certinia (FinancialForce) PSA Corporate Training Certification

Interactive Virtual Training

Interactive Virtual Training

  • Global Subject Matter Experts
  • Step-by –Step Learning Approach
  • Instant Doubt Clearing
Lifetime Access

Lifetime Access

  • Lifetime E-learning Access
  • Recorded Training Session Videos
  • Free Access to Practice Tests
24x7 Assistance

24x7 Assistance

  • Help Desk Support
  • Doubt Resolution in Real-time
  • After Training Support
Hands on Experience

Hands on Experience

  • Project Based Learning
  • Learning based on real-life examples
  • Assignments and Practice Tests
Globally Recognized Training Certificate

Globally Recognized Certificate

  • Multisoft Training Certificate
  • Globally Recognized and Accepted
  • Lifetime Validity

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Certinia (FinancialForce) PSA Training FAQ's

Yes, the course includes practical exercises and case studies to apply the concepts learned.

Participants will receive a certificate of completion from Multisoft Virtual Academy after the completion of the entire course curriculum.

Absolutely, it equips professionals with specialized skills in PSA, which are in high demand.

Yes, Multisoft Virtual Academy offers online training options.

To contact Multisoft Virtual Academy you can mail us on or can call for course enquiry on this number +91 8130666206

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