Focused expertise across Salesforce, Certinia, Klient PSA, and Rocketlane
Each platform plays a different role in the Lead-to-Ledger lifecycle. Apricity helps organizations align these systems to how the business actually operates, so teams can improve handoffs, reporting, adoption, and operational visibility.
About:
The AI-powered, client-centric onboarding & PSA platform. Rocketlane unifies every aspect of delivery, projects, resources, time, and client collaboration so you can run predictable, profitable, and high-velocity delivery. From kickoff to delivery, Rocketlane helps you accelerate timelines, eliminate inefficiencies, and deliver projects with speed, precision, and profitability.
Whether you're onboarding new customers, running services projects, or managing client implementations, Rocketlane adapts to your workflows and drives results.
Services:
Implementation, Day 2 Services
Overview:
Certinia (formerly FinancialForce) is a Salesforce native ERP. With Certinia, you’ll get a 360° view of your business and be able to make decisions with confidence. Our certified Certinia experts will help you maximize the platform’s capabilities.
Certinia applications consult on:
Professional Services Automation (PSA):
Billing & Invoicing:
Revenue Management:
Accounting & Financial Reporting:
Order, Procurement, & Inventory:
Services Estimator
Customer Success
Services:
Implementation, Optimization, Advisory
Overview:
Transform your front office operations and customer relationships with the #1 CRM in the world. Salesforce is a cloud-based platform keeping your organization connected with customers, coworkers, and vendors. Our certified Salesforce experts will help you maximize the platform’s capabilities.
Salesforce applications we consult on:
Sales Cloud
Service Cloud
Revenue Cloud
Field Service
Experience Cloud
Marketing Cloud
Marketing Cloud & Account Engagement
Services:
Implementation, Optimization, Advisory
About:
Klient PSA is a Salesforce Native application that helps streamline project management, resource management, project accounting, sales to services and more.
Improve visibility and decision-making through real-time reporting, dashboards, partner communities, services estimation, revenue forecasting and revenue recognition.
Our certified Klient PSA experts will help you maximize the platform’s capabilities.
Services:
Implementation, Optimization, Adoption Training Workshops
Connected systems matter
A platform can be well-configured and still fail to support the business if the handoffs, data, and processes around it are unclear.
Apricity looks across CRM, PSA, and ERP workflows to help teams align how work moves from sales to delivery to finance. That means platform decisions are made with the full operating lifecycle in mind — not just the needs of one team or one system.
Ready to align your platforms with how your business operates?
Apricity helps teams connect CRM, PSA, and ERP decisions to real business goals, process needs, and adoption priorities.